Workflow Action to Associate Companies and Custom Objects by Matching Field Values
K
Kevin Salvatore
Please add a workflow action that automatically links a Company and a Custom Object record when a field value matches on both records.
For example, when a Custom Object record is created or updated, the workflow should be able to find the Company with the same Office ID and link the two using an association already configured in the sub-account. The action should let us choose which field to match on each object and which association to apply.
HighLevel already supports configuring Company-to-Custom Object associations. I’ve set one up in my test sub-account, but I couldn’t find a workflow action to create the link automatically. I’ve successfully done this with Contacts and Companies and would like the same capability for Custom Objects.
This would let teams importing or syncing records from external systems automatically link them to the right Company as the data comes in.
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