Contacts & Smart Lists · 2 min read
Automatic Company Creation and Enrichment
Company automation connects contacts to company records for you. Instead of creating every company by hand, FunnelStreams can match a contact to an existing company, create one when there is no match, and fill in the company name and logo.
Turning automation off later stops new matching. It does not undo companies, links, domains, or logos that were already created.
What it can do
- Link a contact to an existing company by Business Name or business email domain.
- Add a contact's email domain to a matching company that has no domain yet.
- Create a company when nothing suitable exists.
- Fill in the new company's name and logo when that information is available.
- Process the contacts and companies already in your account.
Before you turn it on
- If you don't see the settings below, check Settings > Labs and enable the company feature there.
- Email-domain matching needs business email addresses. Free domains such as Gmail, Yahoo, Outlook, and iCloud are always ignored.
- Domains must match exactly.
acme.comandmail.acme.comare different domains. - Each company holds one domain.
- Business Name matching ignores capital letters, but spelling, spaces, punctuation, and endings like "LLC" still count.
- A contact that already belongs to a company is not moved.
Set it up
- Go to Settings > Objects > Companies.
- Open the Automations tab.
- Choose what to match on: Business Name, email domain, or both.
- Turn on company creation if you want new companies made when no match is found.
- Turn on duplicate prevention to keep one company per domain.
- Turn on enrichment to fill in names and logos.
- Choose whether to process existing records, then save.
Matching order
FunnelStreams tries to reuse what you already have before creating anything new. It looks for an existing company with the same domain or business name first, and only creates a company when neither matches.
Exclude domains
Add domains you never want matched, such as your own company domain or a shared reseller domain, to the exclusion list in the same Automations tab.
If a contact was not linked
Check that the contact has a business email or Business Name, that the domain is not excluded, and that the contact was not already linked to another company. Enrichment is best effort, so a company may be created without a logo.