🏢 Introducing Company-Based Workflows 🚀

We’re thrilled to announce that are now live in HighLevel — bringing automation directly to your for the first time!

You can now trigger, update, and manage automations that revolve around your — empowering use cases like onboarding, account assignment, and lifecycle management, all without manual effort.

💡 Until now, workflows were limited to Contacts or Custom Objects. With this release, you can finally build workflows that start from or act on - and their .

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You can now create workflows where the itself is the enrolled record.

These workflows can react to company creation or updates and take actions such as updating fields, clearing data, or triggering emails to associated Contacts.

You can now:

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Automatically create a new or add related records (like Contacts linked to that Company). Perfect for onboarding new clients, importing accounts, or form submissions that create both Company and Contact records.

Update fields on a Company — or on Contacts linked to that Company — directly from workflows. Ideal for data syncs, lifecycle updates, or ownership changes.

Instantly clear specific fields for a Company or its associated Contacts. Useful for resetting outdated or conditional data when records are updated.

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We’ve also extended existing Contact workflows so you can now interact with seamlessly.

Create and link a new Company record directly from a Contact workflow — no manual association needed.

Update details of the Company linked to a Contact. For example: when a contact’s status changes, update the associated Company’s relationship stage.

Automatically clear selected Company fields when specific Contact-based conditions are met.

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Trigger a workflow whenever a new association is created between records.Great for syncing, onboarding, or automating contextual communication.

Starts a workflow the moment a new Company record is added — whether manually, via import, form, API, or integration. Use it to send welcome emails or create associated contacts.

Triggers when specific Company fields (like Industry, Status, or Domain) are updated. React instantly to company-level changes by syncing data or sending updates.

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These actions are now live across workflows. Each has its own detailed changelogs

Link the enrolled record to other records using association labels (where supported by the objects involved).

Enroll records associated to the trigger (by label) directly into workflow.

Unenroll associated records (by label) from a specified workflow—great for cleanup when conditions change.

Resolve an existing record via filters (IDs/fields) and set it as the “current record” for downstream steps; includes earliest/latest tie-breakers.

Email all with the trigger record using selected association labels—beyond the enrolled contact.

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📌 True B2B Automation – Automate entire company-level workflows, not just individual contacts.

⚡ Connected Data Model – Keep Companies, Contacts, and Custom Objects in sync.

🚀 Scalable Processes – Power onboarding, renewals, and account management with zero manual work.

🔗 Cross-Object Intelligence – Build workflows that act across multiple objects seamlessly.