Node: Create Company (CRM)

The Create Company (CRM) node registers a new company (B2B account) in the CRM module directly from a workflow, so an agent doesn't have to create it by hand. It uses the same service behind the Companies screen, so the company respects every workspace rule and shows up immediately in the CRM list.

When to use it

• A new contact indicates they represent a company and you want the account registered automatically.
• A B2B onboarding workflow needs to create the company before generating a deal.
• Automations triggered by forms or messages that carry organization data.

Configuration

• Name (required): the company's name. Supports variables, e.g. {{trigger.company_name}}.
• Domain, industry, size, phone, website, address (optional): only filled in when they have a value; they also support variables.
• Link contact: when enabled, automatically links the triggering conversation's contact to the newly created company.
• Contact ID (optional): force which contact to link instead of the trigger's contact.

Example

A workflow fires when a contact answers "Yes, I represent a company" inside the AI Classifier. The next node is Create Company (CRM) with Name = {{trigger.contact_name}} - Account and Link contact enabled. Result: the company is created and the contact is linked to it, ready for sales to create a deal.

Tips

• Pair it with the Create Deal (CRM) node to build the full flow: company → deal.
• If the name resolves to empty after variable substitution, the node silently skips, so make sure the variable always has content.

Troubleshooting

• Nothing gets created: check that the workflow has workspace context and that the Name field isn't empty.
• The contact isn't linked: if the contact belongs to a different workspace, the link is silently discarded (logged internally as an error, but the company is still created).