Node: Update Company (CRM)

The Update Company (CRM) node changes the data of an existing company (account) in the CRM module. It keeps your account records up to date automatically, without an agent having to open and edit them by hand.

When to use it

• When a web form or an AI bot detects details about a customer's company (industry, size, website) that you want to save.
• In automations triggered by company events, to fill in fields that arrived empty.
• To enrich the account linked to a contact when the workflow starts from a conversation.

Configuration

• Company (optional): which company to update. If left blank, the node tries to resolve it on its own: first the company that triggered the workflow, and if there isn't one, the company linked to the active conversation's contact.
• Name, Domain, Industry, Size, Phone, Website, Address: all optional. Only the fields you fill in get updated; anything left blank stays untouched. They accept variables, e.g. {{$ai.industry}}.

If there's no company to update, or you didn't fill in any field, the node skips itself without raising an error.

Example

An AI agent in the chat detects the customer works at a logistics company with 50+ employees. An Update Company (CRM) node saves Industry = Logistics and Size = 51-200 on the account linked to the contact.

Tips

• If your workflow starts from a contact (not a company), make sure that contact actually has a company linked in the CRM, or the node will have nothing to update.
• Use this node together with Update Deal when you want to keep the account's data and the ongoing deal in sync.

Troubleshooting

If the node always skips itself, check that a company is actually associated (directly, or via the contact) and that at least one field has a non-empty value.