How to Use Company-Based Workflows in GoHighLevel
If you are moving from tools like ClickUp into CRM automation, understanding how company-based workflows function in GoHighLevel will help you manage accounts at scale. This guide walks you step-by-step through creating and using company workflows, company triggers, and company actions so you can automate processes at the account level instead of only at the contact level.
Company-based workflows let you automate around organizations (accounts) while still connecting related contacts, opportunities, and activities. Below you will learn how to enable them, when to use them, and how each trigger and action behaves inside GoHighLevel.
What Are Company-Based Workflows in GoHighLevel?
In GoHighLevel, a company-based workflow is an automation that runs on the company record instead of on an individual contact. This is especially useful for B2B pipelines where multiple people belong to the same organization and you want actions to happen once per company.
Key differences from contact workflows include:
- The workflow is associated with a company, not a single contact.
- Triggers use company fields and company events.
- Actions update the company, related opportunities, and related contacts.
- Metrics (like enrollment) are counted at the company level.
Company workflows live in the same automation area of GoHighLevel as regular workflows, but they are configured specifically for companies.
How to Create a Company-Based Workflow in GoHighLevel
Follow these steps to set up your first company workflow in GoHighLevel:
- Navigate to Workflows
- From the left sidebar, go to Automation > Workflows.
- Click + Create Workflow.
- Choose a Company Workflow Type
- Select the option to create a workflow from scratch or from a template if available.
- When prompted for the workflow type, choose the Company (or Company-based) option so it runs on company records.
- Name and Save
- Give the workflow a clear name, such as New Company Onboarding or Company Status Management.
- Click Save to store your initial configuration.
- Add a Company Trigger
- Click Add Trigger and select one of the company-based triggers described later in this article.
- Set the trigger filters and conditions so only the right companies enter.
- Build the Actions
- Add company actions, opportunity actions, and contact actions as needed.
- Define timing with wait steps and conditional logic.
- Turn the Workflow Live
- After testing with sample companies, toggle the workflow to Publish or On.
Company Triggers Available in GoHighLevel
Company workflows in GoHighLevel rely on company-specific triggers. These triggers watch for changes or events on the company record.
Company Created Trigger in GoHighLevel
The Company Created trigger fires whenever a new company record is added to your CRM. It is ideal for onboarding and basic account set-up automations.
Typical use cases:
- Start a company onboarding sequence as soon as a new account is created.
- Assign an account manager automatically when the company is added.
- Create a default opportunity connected to that company.
You can usually add filters such as source, tags, or specific custom fields so the workflow only enrolls relevant companies.
Company Status Changed Trigger in GoHighLevel
The Company Status Changed trigger activates whenever the status field on a company record changes. This lets you react to lifecycle stages or qualification states.
Common ways to use this trigger:
- Move a company into an onboarding pipeline when its status becomes Customer.
- Notify a team member when a company switches from Lead to Qualified.
- Stop active nurturing when the company status becomes Lost or Disqualified.
Filters typically allow you to specify the previous status, the new status, or both so that the workflow only fires on specific status changes.
Company Task and Activity Triggers in GoHighLevel
Depending on your account configuration, you may see additional company triggers related to tasks or activities, such as a new task attached to a company or a completed activity. These can be used to automate follow-up steps when your team takes action on a company record.
Company Actions You Can Use in GoHighLevel
After a company trigger fires, GoHighLevel offers specific actions that work with the company object. These actions help keep data in sync and automate common account-level changes.
Update Company Field Action
The Update Company action (or equivalent) lets you modify standard or custom company fields inside the workflow. This is useful for maintaining a clean CRM structure.
Examples:
- Set a company’s Lifecycle Stage when an opportunity is won.
- Apply or remove company tags based on activity.
- Store the date of onboarding or last status change.
Add Note to Company Action in GoHighLevel
You can automatically add notes to the company record, documenting workflow-driven events. This keeps your team informed about what has happened on that account without manual updates.
Use cases:
- Document that the company entered a specific workflow.
- Log that account ownership has been changed.
- Record important milestone dates as notes in addition to fields.
Company Opportunity and Contact Related Actions
While the workflow runs on the company, GoHighLevel also allows actions that create or modify opportunities and contacts associated with that company.
Common patterns include:
- Create a new opportunity in a sales pipeline whenever a company enters a qualified status.
- Update all associated contacts with new tags or custom fields when the company changes lifecycle stage.
- Send internal notifications to the account owner or related users, triggered from the company workflow.
These actions create a bridge between high-level account automation and the individual contact experiences.
Best Practices for Company Workflows in GoHighLevel
To get consistent results from company-based workflows in GoHighLevel, follow these best practices.
Plan Your Company Structure First
Before building workflows, make sure that:
- Your company fields and custom fields are clearly defined.
- Statuses and tags are standardized.
- Contacts are properly linked to companies.
Good structure ensures company triggers and actions behave predictably and do not conflict with contact workflows.
Avoid Duplicate Automations Between Company and Contact
Because GoHighLevel supports automation at both company and contact levels, design your automations so each workflow has a clear purpose.
- Use company workflows for account-level processes (e.g., account onboarding, account status changes).
- Use contact workflows for individual communication (e.g., email sequences, SMS reminders).
- Document which triggers live at which level to prevent overlapping logic.
Test Company Workflows Thoroughly in GoHighLevel
Testing is critical for account-level automation. Recommended steps:
- Create sample companies that represent your main scenarios.
- Manually change statuses, fields, or create companies to fire triggers.
- Verify that all expected actions run correctly and only once.
- Check notes, fields, and opportunities attached to the company after each test.
Once your testing is complete, monitor the first few days of production activity to ensure metrics and behavior look as expected.
Where to Learn More About GoHighLevel Company Features
If you need a deeper reference on company-based workflows, you can review the official documentation here: GoHighLevel company-based workflows help article. It provides detailed notes on every available company trigger and action.
For broader CRM and marketing automation strategy, including how to design scalable workflows, you can also explore expert resources at Consultevo.
By combining structured company records with well-designed company workflows in GoHighLevel, you can automate complex B2B processes, keep account data consistent, and ensure your team always has up-to-date information on every organization you work with.
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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