Company records with enrichment

Company records let you track business customers, such as property managers, restaurants or offices you service, as companies with their own details and linked contacts. Each company can store a name, phone, email, website, address, description and custom fields such as industry or service category. You add them from Contacts > Company > Add Company.

HLB can create and link companies automatically. Under Settings > Objects > Companies > Automations, you can:

• Create companies from a contact's Business Name and link the contact to them.
• Create companies from a contact's business email domain.
• Add a name and logo to new companies when that data is available.
• Prevent duplicate companies that share a domain.

Business Name matching ignores letter case, but spelling and spacing still matter. Free email domains such as Gmail, Yahoo, Outlook and iCloud are always skipped. You can also fill in domains for existing companies and run matching on existing contacts. Contacts already linked to a company are not moved. Depending on your account, you may need to turn this automation on in Labs first.

Tools for working at scale:

• Import companies from a CSV file to create records, update them or both, with field mapping and duplicate checks (a Labs feature).
• Bulk delete companies. Eligible records can be restored from Bulk Actions within 60 days.
• Send selected companies into a published workflow in bulk, for example after an import or ahead of a renewal.
• Email a company's associated contacts from company workflows with the Send Email action (a Labs feature).

The list view supports search, advanced filters, sorting and custom columns, so a commercial cleaning business could quickly find every client in one city.

Create and link companies from email domains

Use a contact’s business email domain to find a matching company or create a company record with its name and logo. Configure exclusions and choose whether to apply the automation to existing contacts.

Check for similar companies before creating one

If you do not see suggestions, enable "Preemptive Duplicate Detection for Companies" in your sub-account's Labs. When adding a company, review suggested records with similar names or domains before creating a separate record. These suggestions are based on similar names or domains and do not merge records or stop you from saving a distinct company.