How to Use the GoHighLevel Update Associated Company Action
This step-by-step guide explains how to use the Update Associated Company workflow action in GoHighLevel. While ClickUp is a popular tool for project management, this tutorial focuses specifically on automating company updates inside GoHighLevel so your CRM data stays accurate and synchronized.
The Update Associated Company action allows you to manage and update a company record directly from a workflow that is running on a contact. This is essential when your business workflow needs to keep contact and company information aligned without manual editing.
What the GoHighLevel Update Associated Company Action Does
In GoHighLevel, the Update Associated Company workflow action is designed to modify fields on the company that is linked to the current contact. When a contact enrolled in a workflow has an associated company, this action lets you push changes to that company record automatically.
Typical use cases include:
- Syncing contact-based updates (like lifecycle changes) back to the company.
- Updating company tags or custom fields when a contact reaches a certain stage.
- Standardizing company data when new information is captured from forms or pipelines.
Instead of manually opening the company record each time, GoHighLevel workflows can run this action for you whenever a trigger condition is met.
Where to Find the GoHighLevel Update Associated Company Action
You can add this action inside any workflow that is based on a contact. The workflow must be able to reference the associated company of the person moving through your automation.
- Open your GoHighLevel account and go to Automation > Workflows.
- Either create a new workflow or open an existing one.
- Click the + icon to add a new action after any step.
- In the action search bar, look for Update Associated Company.
- Select the action to add it into your workflow.
Once the action is added, you will be able to configure which fields on the associated company you want to update.
How the GoHighLevel Action Identifies the Associated Company
The Update Associated Company action works only when the contact running through the workflow has a company linked to it. In GoHighLevel, this association is typically made from the contact record by assigning a company.
Key points to understand:
- If the contact has an associated company, the action will find and update that specific company record.
- If the contact does not have any associated company, the action will not be able to apply updates.
- The action will not search for or create new companies; it only updates an already linked company.
Before using this action in critical workflows, ensure your contacts are properly associated with their companies.
Configuring the GoHighLevel Update Associated Company Action
After adding the action to your workflow, you can configure the specific company fields you want to update. The options are similar to editing a company directly inside GoHighLevel, but executed automatically through automation.
Available Company Fields in GoHighLevel
When you open the configuration panel for this action, you will see different fields that can be modified, such as:
- Company name
- Company email
- Phone number
- Website
- Address details (street, city, state, postal code, country)
- Company tags
- Custom fields created for companies
Each field you configure in the action will overwrite the current value on the associated company when the workflow runs.
Using Static Values vs Dynamic Fields
The GoHighLevel Update Associated Company action lets you use:
- Static values – Type a fixed value, such as a specific tag or status.
- Dynamic values – Use contact or company custom field values to update the company record contextually.
For example, you might update a company custom field called “Last Contact Stage” using a dynamic value based on the contact’s pipeline stage when they reach this action.
Step-by-Step: Setting Up the GoHighLevel Update Associated Company Action
Follow these steps to configure the action correctly in your workflow:
- Open the workflow that runs on contacts in your GoHighLevel account.
- Add an action by clicking the + button where you want the update to occur.
- Select Update Associated Company from the list of actions.
- Choose the fields you want to modify on the company record.
- Set values for each chosen field, either static or dynamic.
- Save the action configuration.
- Publish or update the workflow so changes go live.
- Test the workflow using a contact that has an associated company to confirm that the company data is updated as expected.
Always run at least one test with a sample contact before enabling the workflow for real leads or clients.
Best Practices for Using GoHighLevel Company Updates
To get consistent and safe results from this GoHighLevel action, follow these best practices:
- Map your data model first – Decide which values should live on contacts and which should live on companies.
- Avoid conflicting workflows – Ensure no other workflows are repeatedly overwriting the same company fields with different logic.
- Use tags carefully – When adding or updating tags on the company, be clear about the meaning of each tag to prevent clutter.
- Document your automations – Keep a short internal note or SOP describing why the Update Associated Company action is used in each workflow.
Proper planning makes it easier to maintain your GoHighLevel setup as your automations grow more complex.
Troubleshooting the GoHighLevel Update Associated Company Action
If your associated company does not update as expected, review the following:
- Check the contact record – Confirm that the contact is actually linked to the correct company.
- Confirm workflow enrollment – Make sure the contact has entered the workflow and reached the Update Associated Company step.
- Review field mappings – Ensure you selected the right company fields and that the values are valid.
- Look at recent activity – Use workflow logs or history to see whether the action ran and if any errors were reported.
If you still experience issues, compare your setup with the official GoHighLevel documentation for this action.
More Resources on GoHighLevel Workflows
To dive deeper into this feature, you can review the original help documentation for the Update Associated Company workflow action on the official support site: GoHighLevel Update Associated Company Action Guide.
For broader strategy on CRM automation, data structure, and workflow design beyond this single action, you can explore consulting resources at Consultevo, which specializes in optimization and automation planning.
By correctly configuring the Update Associated Company workflow action inside GoHighLevel, you can keep company data synchronized with contact activity, reduce manual data entry, and maintain a cleaner, more reliable CRM database.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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