Who This Is For / When to Use
This feature is designed for B2B teams, agencies, and organizations that manage multiple contacts under a single company, require company-level onboarding or lifecycle automation, or need CRM data consistency across companies and their associated contacts.
What Are Company-Based Workflows?
Company-Based Workflows are workflows where the Company record is the primary object, meaning automation triggers and actions run based on company creation or company field changes rather than individual contacts.
This allows businesses to automate onboarding, lifecycle management, ownership changes, and data hygiene for entire organizations while keeping all associated contacts aligned automatically.
How Company-Based Workflow Triggers Work
Company-Based Workflows start when a company-level event occurs, not when a contact performs an action.
Available triggers include:
Company Created – Starts the workflow when a new company record is added.
Company Changed – Starts the workflow when a specified company field is updated.
These triggers enroll the company record itself into the workflow.
What Actions Are Available in Company-Based Workflows
Company-Based Workflows include actions specifically designed to work with company and associated contact records.
Available actions include:
Create Company or Associated Contact
Update Company or Associated Contact
Clear Fields of Company or Associated Contact
Find Company (Beta)
These actions ensure company data and related contact data stay synchronized without manual updates.
How Cross-Object Automation Works
Company-Based Workflows support cross-object automation, allowing workflows to interact with both company and contact records.
Examples include:
Updating company status when a key contact’s status changes
Creating or updating associated contacts from a company-based workflow
Updating an associated company from a contact-based workflow
This ensures consistent data across Kyrios CRM objects.
How to Create a Company-Based Workflow
Step 1: Start a New Workflow
Create a workflow using the Company-Based Workflow option.
Steps
Go to Automations → Workflows
Click Create Workflow
Select Company-Based Workflow (Beta)
Step 2: Select a Company Trigger
Choose when the workflow should start.
Options
Company Created
Company Changed (select specific fields to monitor)
Step 3: Add Workflow Actions
Add actions that apply to companies or their associated contacts.
Common actions
Create Company or Associated Contact
Update Company or Associated Contact
Clear Company or Contact Fields
Optional logic such as If/Else conditions, delays, and branches can be added as needed.
Step 4: (Optional) Use Cross-Object Logic
Combine company-based and contact-based workflows to automate complex B2B processes.
Examples:
Trigger a contact workflow after a company reaches a specific status
Update company fields based on contact engagement
Step 5: Save, Test, and Publish
Save the workflow, test using sample data or real-time triggers, then publish to activate automation.
Common Issues and Fixes
Workflow Does Not Trigger
Cause: Incorrect trigger or monitored fields not selected.
Fix: Confirm the trigger type and ensure field-change conditions are configured correctly.
Associated Contacts Not Updating
Cause: Incorrect action type selected.
Fix: Use an action labeled “Associated Contact” rather than a company-only action.
Workflow Runs Multiple Times Unexpectedly
Cause: Multiple company fields triggering the workflow repeatedly.
Fix: Narrow the monitored fields in the Company Changed trigger.
Frequently Asked Questions
Can Company-Based Workflows run alongside contact workflows?
Yes. Company-based workflows operate independently and can run in parallel with contact-based workflows.
Can I trigger workflows from company field updates?
Yes. Use the Company Changed trigger and select the specific fields that should initiate the workflow.
Can workflows interact with both company and contact data?
Yes. You can create, update, or clear fields for companies and associated contacts within the same automation ecosystem.
What is the difference between “Create Associated Company” and “Update Associated Company”?
Create Associated Company creates and links a new company record.
Update Associated Company modifies an existing linked company record.
Can I send emails to all contacts linked to a company?
This feature is coming soon with a planned action called Send Email to Associated Contacts.
Is there a limit to the number of contacts per company?
No. A company can have unlimited associated contacts, and workflows scale accordingly.