Companies: Introduction

"The Companies addon offers an organizational framework that allows you to link multiple contacts to one or more company records within the CRM. With a company record, you can view all associated contacts and access detailed company information."

Search
Add a company
Import companies
Export companies
Link contacts to companies
Remove, CC or BCC Contacts

All features

Create and manage company records and custom fields
Store notes and files related to companies
Associate multiple contacts to one or more companies.
Manage contacts associated with companies
Search and filter companies

Search

Search by company name or website, or use the filters.

Creating company records

There are several ways company records can be created.

Manually create company records

To manually create company records, go to the companies page and click Add New, and then fill out the company's information.

Import companies

You can import any existing company records you have from the companies page. Simply upload a CSV file of companies and map the columns to the company fields.

The field mapping also supports any custom fields you may have created for company records as well.

Automatically creating companies

Company records are automatically created when the Company Name field (under the Work Details section) in a contact record is set with a name that is not already present in the CRM.

If the company name already exists, then the Contact will be linked to the existing company record instead.

Linking contacts to companies

There are a few ways that contacts can be linked to company records.

Manually linking a contact to a company

You can link a contact to a company record in two ways: either by accessing the company record and clicking the 'Contact Plus' icon, or by using the '[ Add contacts! ]' button. This allows you to select an existing contact from the CRM or create a new contact directly.

Automatically linking contacts to companies

Contacts can be automatically linked to a company record in the following situations:

The root domain of a contact's email address matches an existing Hostname (of the website field) of an existing company record.
A contact's Company Name field matches an existing company's name field.
A contact's Company Website field matches an existing company's website field.

When any of these fields are updated the CRM will check to see if they match an existing company record and if so link the contact to that company.

In the case of the Company Name field, if a company does not exist, a new company record will be created and the contact will be linked to it.

*If the Contact is using a free inbox provider, Groundhogg excludes them from company domain mapping. We maintain a list of over 3700+ free inbox providers.

Seeing associated companies in the contact record

You can see a contact's associated companies in the Companies info box on the right of the contact record. You can expand any of the companies to see additional information.

Remove, CC or BCC Contacts from Company

Select which Contacts you want to take action on
Click "Trash" icon(Remove), "Envelope" icon(CC All) or "Envelope 2" icon(BCC All)

Remove Contacts confirmation

Email CC selected Contacts

Email BCC selected Contacts