GoHighLevel Update Company Guide

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How to Use GoHighLevel to Update Company or Associated Contact

In this step-by-step guide, you will learn how to configure a workflow action in GoHighLevel to update a company or its associated contact, similar to how you would automate tasks in ClickUp. This helps you keep CRM records clean, synchronized, and ready for advanced automations.

The instructions below are based on the official GoHighLevel help documentation and explain exactly how to use the Update Company or Associated Contact workflow action.

What the GoHighLevel Update Company or Associated Contact Action Does

The Update Company or Associated Contact action in GoHighLevel lets you modify company-level data or information on the contact that is linked to that company. This is done automatically inside a workflow so you do not need to edit each record manually.

With this action, you can:

  • Update the main company record connected to a contact.
  • Control whether only the specific contact is updated, only the company is updated, or both.
  • Standardize company names and fields when multiple contacts belong to the same organization.
  • Make CRM data more reliable for pipelines, reporting, and automations.

Where to Find the GoHighLevel Update Company or Associated Contact Action

Before you configure the action, you must open the workflow builder in GoHighLevel.

  1. Log into your GoHighLevel account.

  2. Go to the Automations or Workflows section, depending on your interface version.

  3. Create a new workflow or open an existing one where you want to manage company data.

  4. Click the + icon to add a new action step inside the workflow.

  5. Search for or select Update Company or Associated Contact from the list of available actions.

Once selected, the configuration panel for this GoHighLevel action will appear on the right side of the workflow builder (or in a modal, depending on your layout).

How the GoHighLevel Update Company or Associated Contact Option Works

When you add this action, you must decide what exactly you want to update. The behavior is controlled by a key option that determines whether the update applies to the company record, the contact record, or both.

Core GoHighLevel Options in the Action

The action offers a simple but powerful setting that changes how updates are applied:

  • Update Company Only – Applies changes only to the company record that is associated with the contact running through the workflow.
  • Update Associated Contact Only – Applies changes only to the specific contact, without modifying the shared company record.
  • Update Both Company and Associated Contact – Applies selected changes to both the company and the associated contact when appropriate.

This flexibility ensures that your GoHighLevel workflows can be tailored to the exact data structure you use for leads, clients, and organizations.

Step-by-Step: Configure the GoHighLevel Update Company or Associated Contact Action

Follow these steps to configure the action so that it updates the correct record with the correct values.

Step 1: Add the Action to Your GoHighLevel Workflow

  1. Open the workflow where you want to modify company or contact information.

  2. Click the + icon between existing steps (or at the bottom of the workflow).

  3. Choose Update Company or Associated Contact from the action menu.

Step 2: Choose What to Update in GoHighLevel

  1. Locate the main dropdown or toggle that defines the update target.

  2. Choose one of the following, based on your use case:

    • Company if you want to change the shared company record.
    • Associated Contact if you want to change only the single contact moving through the workflow.
    • Company and Associated Contact if both should receive similar updates where fields overlap.

Make sure this choice aligns with how you use companies and contacts in GoHighLevel. For example, if multiple people share one company, updating only the company will affect how that company appears anywhere it is used.

Step 3: Select the Fields to Update

After you select what you want to update, you will see fields that can be changed. The exact fields come from your company and contact record configuration in GoHighLevel.

  1. Pick each field you want to modify (for example, company name, website, or custom fields).

  2. Enter the new static value, or use dynamic values such as contact or company custom fields.

  3. Confirm any mapping options if you are copying information from contact to company, or vice versa.

Always double-check these mappings to avoid overwriting important data in the wrong direction.

Step 4: Save and Test the GoHighLevel Workflow

  1. Click Save or Update to store your workflow changes.

  2. Run a test contact through the workflow to ensure the correct company or contact fields change as expected.

  3. Review the contact record and associated company record in GoHighLevel to verify:

    • Fields updated on the intended entity (company or contact).
    • No unexpected overwrites occurred.
    • Automations dependent on those fields still behave correctly.

Best Practices for Using GoHighLevel Company Updates

To keep your CRM data consistent and prevent unwanted changes, follow these best practices when using the update action in GoHighLevel:

  • Use clear naming conventions for company-related custom fields so you know which ones belong on the company versus the contact.
  • Limit broad company updates only to workflows that truly require changing shared data for all associated contacts.
  • Test on a staging pipeline or sample contact before enabling the workflow for live leads or clients.
  • Document your logic so your team understands when the workflow updates company records and when it only updates associated contacts.

Advanced Ideas for GoHighLevel Workflows with Company Updates

Once you understand how this action works, you can build more advanced GoHighLevel automations, such as:

  • Standardizing company names when a new contact is added with a variation of the same business name.
  • Updating a company’s lifecycle stage when a specific contact reaches a defined pipeline stage.
  • Aligning company-level custom fields with contact-level engagement metrics.
  • Keeping a master company record in sync when multiple contacts from the same organization respond to campaigns.

References and Additional Resources

For more detail directly from the platform documentation, you can review the official help article here: GoHighLevel Workflow Action: Update Company or Associated Contact.

If you want strategic help designing high-converting workflows, CRM structures, or AI-enhanced automations, visit Consultevo for consulting and implementation services.

By properly configuring the Update Company or Associated Contact action in GoHighLevel, you can maintain accurate records, reduce manual data entry, and build reliable automations that scale with your business.

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