How to Clear Associated Company Fields in GoHighLevel Workflows
When managing CRM data across tools like ClickUp and GoHighLevel, you may need to quickly remove outdated company details from a contact record. This guide shows you how to use the Clear Associated Company Fields workflow action in GoHighLevel to safely wipe company data while retaining the contact.
The action is useful when a contact changes jobs, a company closes, or you simply want a clean slate for specific company-related fields. Follow the steps below to configure and use this feature correctly.
What the GoHighLevel Clear Associated Company Fields Action Does
Inside a workflow, the Clear Associated Company Fields action in GoHighLevel lets you remove company-level data tied to a contact without deleting the contact itself. It targets selected fields from the company record that is currently associated with the contact.
Key points about this action:
- It affects the associated company, not the contact profile itself.
- You choose which company fields to clear; nothing is removed automatically.
- Only the company related to the workflow-contact is edited.
- It runs as part of your normal workflow automation.
This is especially helpful for keeping your GoHighLevel database accurate when contacts move between organizations or when company information becomes invalid.
Where to Find the GoHighLevel Clear Associated Company Fields Action
You can add the Clear Associated Company Fields action from within any workflow in GoHighLevel.
- Open your GoHighLevel account and go to Automation > Workflows.
- Select an existing workflow or click to create a new workflow.
- Inside the workflow builder, click the plus (+) icon to add a new action.
- In the action list, find and select Clear Associated Company Fields.
Once added, you will see configuration options that let you choose which company fields to clear.
Configuring the GoHighLevel Clear Associated Company Fields Action
After you insert the action in your GoHighLevel workflow, you must decide exactly which company fields should be cleared for the associated company.
Step 1: Understand the Scope in GoHighLevel
This action only applies to the associated company of the contact running through the workflow. It does not:
- Delete the company record itself.
- Remove the association between the contact and company.
- Change or clear contact-level fields.
It simply empties the selected fields in the company profile tied to that contact.
Step 2: Choose Company Fields to Clear
Inside the Clear Associated Company Fields action, you will see a list of company fields available for clearing. These correspond to the standard company fields in GoHighLevel.
Typical examples of company fields you might clear include:
- Company name
- Company phone number
- Company email
- Website URL
- Address fields
- Custom company fields (where supported)
To configure the action:
- Open the Clear Associated Company Fields action.
- Check the box next to each company field you want to clear.
- Save the action to apply your selections.
Only the fields you explicitly select will be emptied when the workflow runs.
When to Use the GoHighLevel Clear Associated Company Fields Action
Use this action in GoHighLevel whenever contact-related automation depends on accurate company data and you need to remove outdated or incorrect company details.
Common use cases include:
- Contact changes jobs: A contact leaves their current employer, and you must remove the old company data before adding a new one.
- Company closes or merges: The original company is no longer valid, and you want to wipe its fields before updating records.
- Data cleanup workflows: Periodic workflows that remove obviously invalid or temporary company information.
- Onboarding or requalification: Before triggering fresh qualification flows, you clear company fields so new information can be captured cleanly.
This helps keep your GoHighLevel CRM consistent, especially in environments with frequent data imports or heavy automation.
Best Practices for Using This Action in GoHighLevel
Because the action directly edits company data, use it carefully in your GoHighLevel workflows.
Test Your Workflow Before Going Live
Always test on non-critical records first:
- Create a test contact and link it to a test company.
- Run the workflow manually or with test triggers.
- Confirm that only the intended company fields were cleared.
This prevents accidental removal of important company information from live records.
Use Conditions Around the Action in GoHighLevel
To avoid clearing the wrong company data, wrap the action with conditions such as:
- Checking a tag that confirms the contact has left the company.
- Verifying a custom field that signals company data should be reset.
- Using a pipeline stage or status change as a trigger.
Conditional logic makes your GoHighLevel automation more precise and reduces the risk of unwanted data loss.
Document Your Data Cleanup Automations
Document any workflow that uses Clear Associated Company Fields so your team understands:
- What fields are cleared.
- When the clearing happens.
- Which contacts and companies are affected.
This is especially important if you manage GoHighLevel across multiple brands or teams.
Step-by-Step Example Workflow in GoHighLevel
Here is a simple example of how you might implement this action in a GoHighLevel workflow.
- Trigger: Contact is updated with a tag like “Left Company”.
- Condition (optional): If contact has tag “Left Company”.
- Action: Clear Associated Company Fields.
- Action configuration:
- Select company phone, email, website, and address fields to clear.
- Next actions:
- Send internal notification to your team.
- Start a new workflow to collect updated employer information.
This structure keeps your GoHighLevel CRM clean while ensuring your team can follow up with the contact for new details.
Source and Additional Help for GoHighLevel Users
For the original product documentation on this feature, you can review the official GoHighLevel help article here: Workflow Action: Clear Associated Company Fields.
If you need expert implementation, CRM cleanup strategy, or broader marketing automation help around GoHighLevel, you can also visit Consultevo for consulting and optimization services.
Summary: Managing Company Data in GoHighLevel
The Clear Associated Company Fields workflow action in GoHighLevel provides a precise way to remove outdated or incorrect company data for a contact’s associated company. By selecting only the fields you want to clear, testing your workflows, and surrounding the action with smart conditions, you can keep your CRM database clean without losing valuable contact records.
Use this feature whenever you need structured, automated company data cleanup inside your GoHighLevel automation environment.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
“`