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Companies

A company is the organization behind one or more of your contacts. Where a contact is a person, a company is the account they work for: it has a domain, an owner on your team, an address and notes of its own, and a list of the people at it. The Companies section lives in the CRM hub at …/hosts/{site}/crm/companies.

Plan availability

Companies are part of the CRM suite, included from Starter; on Free the section is shown locked. A company is a CRM record, counted with contacts and deals against your plan's records band — see CRM records.

The companies list​

The list shows every company your site may see, newest activity first, with its domain, how many contacts are linked to it, its owner and when it was last changed. Open the column filter on Company to find one by name — the search reaches every company, not only the page on screen — and filter Owner to see one teammate's accounts. Clicking a row opens the company's page.

The Contacts column is a count kept on the company and moved with every link and unlink, so a page of companies costs no lookup per row. A company linked before the count existed can read lower than its page shows; the company's own page counts live, and is the figure to trust when the two differ.

Create a company​

Choose New company above the list. A company needs a name; everything else is optional:

  • Domain — the bare hostname (acme.com). Anything pasted with it — a protocol, www., a path — is stripped, because the domain is a key: it is what suggests a company for a contact from their email address.
  • Website, phone, industry, address and notes.
  • Tags — comma-separated, lowercased, up to 20; the same kind of tag a contact carries, shown in the list and set on many companies at once from the bulk bar.
  • Owner — the member of your team responsible for the account. It defaults to you.

The company is saved and its page opens.

A company's page​

The page names the company in the heading and the trail, and holds its properties, its contacts, its deals, its open tasks and the activity logged against it. The header of the first card carries the domain under the company's kind, the industry and the owner as chips, Back to companies, and Edit, which opens the same form the company was created with; Delete company is in the header's menu (⋮). Every CRM record page — contact, company, deal and lead — is headed the same way.

Contacts at a company​

The Contacts card lists the people linked to this company a page at a time, most recently updated first, with the total counted by the database in its footer; each row opens the person's page. Add contact finds a person by email address or by name among the contacts your site may see and links them. A contact belongs to one company at a time from your site's point of view; linking them to a second company moves them.

The link can be made from either side. On a contact's own page the Company field of the Properties card is a picker over the companies your site may see — type to search by name or domain, choose one, or type a name nobody has filed yet and choose Create to make the company on the spot. A company made this way is a new record like one made from the list: it counts against the records band, and on Free it is refused at the band with the same message. Clearing the field unlinks the person. A contact whose record carries a company name but no link — from an import, or from before the picker existed — is offered that name as the company to link or create. The contacts table's bulk bar has Set company for many people at once.

A lead converted with a company email address is offered the company whose domain matches it, and a CSV import that names a company links each row to it — matching an existing company by name, or creating one.

Linked on capture​

A contact created by a capture — a form, a sign-up, an order, a booking — with a work email address is linked to the company at that address's domain on its own, the moment the contact is created. jane@acme.com is filed under the company whose Domain is acme.com, which is why the domain is worth filling in on every company.

Three things have to be true:

  • Exactly one company visible to the capturing site carries the domain. Two companies at one domain is an ambiguity the capture does not resolve by picking one; the contact waits for a person.
  • The contact is new to the workspace. A repeat visit by somebody the address book already holds is another interaction, not a new person, and is not re-filed.
  • The capture did not already name a company — a contact added by hand with a company picked, or an imported row with a company column, keeps the company you chose.

Addresses at a public mailbox (Gmail, Outlook, iCloud and the like) never link. When no company carries the domain, nothing is created unless the workspace has turned on Create companies from work email domains in CRM settings, in which case the company is created from the domain and the contact linked to it.

Import from CSV​

Import CSV, above the list, takes a spreadsheet of companies — an export from another CRM, an account list — and files each one. A company already in your list is updated rather than added twice: a row is matched to an existing company by its domain first, and by its name when the row has no domain or no company carries it. Importing needs the same Manage data permission as creating a company.

The three steps are the ones the contacts import walks: choose the file (up to 5,000 rows), match its columns — Aglyn proposes a match from the header names and shows the first row's value beside each — check the ten-row preview, then import in batches of 200 with a progress bar and a result that says how many were added, updated and skipped, with the skipped rows downloadable as a CSV that says why. Download template hands you the export's own header over no rows, so a sheet filled in against it maps itself.

FieldWhat is read
Company nameRequired. A row without one is skipped.
DomainThe bare hostname (acme.com); a URL or www. is stripped. What a row is matched on first. A cell that is not a hostname is dropped and reported.
Website, phone, industry, notesAs on the company form; a phone that cannot be read is dropped and reported.
OwnerThe email address of a member of your organization. An address that matches nobody leaves the company without an owner, and the result names those addresses.
Address line 1, line 2, city, state, postal code, countryThe postal address. Country must be a two-letter code.
TagsSeparated by , or |, lowercased. Added to any tags the company already has.

A new company counts against your plan's records band; on a plan whose band is a hard limit, rows past it are skipped as CRM records limit reached — updates to existing companies still go through.

Export CSV​

Export CSV, above the list, downloads the companies on screen as companies.csv; the bulk bar's Export CSV downloads the selected rows as companies-selected.csv. Both write the same file: every column above plus the contacts count, with the owner written as their email address, under the header the import reads — so an export re-imports without a hand mapping, and the count maps to nothing.

Deleting a company​

Deleting a company unlinks it from every contact first, so no contact is left pointing at a record that no longer exists. Up to 500 contacts are unlinked in one pass; a company with more than that reports how many remain, and deleting again continues from where it stopped. The contacts themselves are untouched. The list's bulk bar deletes a selection the same way, one company after another.

Who can see a company​

A company follows the same per-site visibility as your contacts. It is created in the scope a contact captured on the same site would land in — the whole workspace when the workspace shares its data, and otherwise the sites that present as one sender — so a section of the CRM can never show a company to a reader who could not open the contacts at it.