How to Use the GoHighLevel Company Object in Automations
The GoHighLevel Company Object lets you build CRM-style company records and connect them to contacts and opportunities inside your account. If you are migrating from tools like ClickUp or other CRMs, this feature helps centralize organization data, enhance reporting, and automate sales processes using workflow actions.
This how-to guide explains how to create, update, and manage companies with automations so you can fully leverage the GoHighLevel Company Object in your pipelines and reporting.
What the GoHighLevel Company Object Does
The Company Object in GoHighLevel is a CRM resource that stores information about organizations instead of individual people. It can be used in workflows to automatically create or update a company whenever a related event happens.
Key capabilities include:
- Create company records from workflow triggers
- Update existing companies when data changes
- Link contacts to companies as managers
- Associate companies with opportunities and pipelines
By using the GoHighLevel Company Object, your sales and marketing team can track accounts, not just leads, which is critical for B2B environments.
Where the GoHighLevel Company Object Automation Lives
All Company Object automations are configured inside the GoHighLevel workflows builder. From there, you can add a dedicated Company Object action into any automation.
To locate the feature:
- Open your sub-account in GoHighLevel.
- Navigate to Automation > Workflows.
- Open an existing workflow or create a new one.
- Click the + icon to add an action.
- Look for the Company or Company Object action in the list.
Once added, you can set the Company Object action to either create or update a company based on your chosen conditions.
Understanding GoHighLevel Company Object Modes
The Company Object automation generally works in two modes: creating company records and updating existing ones.
GoHighLevel Company Creation Mode
Use this mode when you want to automatically generate a new company record whenever a workflow trigger fires. Common triggers include:
- Form submission that contains company data
- New opportunity entering a specific pipeline
- Tag added to a contact indicating a new account
When creating a company through GoHighLevel automation, you will usually configure fields such as:
- Company Name
- Website
- Phone number
- Address (street, city, state, postal code, country)
- Industry or custom fields as needed
GoHighLevel Company Update Mode
Use update mode when you already have a company record and only need to change its details or attach additional information.
Typical use cases include:
- Updating the company’s stage when an opportunity moves in the pipeline
- Adding or modifying a company’s custom fields based on a webhook or API event
- Refreshing company contact information when a contact updates their details
Update actions in GoHighLevel help keep company data synchronized as contacts and deals evolve over time.
How to Configure a GoHighLevel Company Automation Step
Follow these steps to configure a Company Object action in a workflow so that GoHighLevel can automatically manage account-level records.
Step 1: Add the Company Object Action
- Open a workflow in GoHighLevel.
- Click the + icon where you want to insert the step.
- Select the Company or Company Object action from the list.
This inserts a dedicated card where you define how the company should be created or updated.
Step 2: Choose Create or Update Mode
- Inside the Company Object action, locate the mode or operation selector.
- Select whether the action should Create a company or Update an existing one.
Your choice depends on the workflow’s purpose. For first-time records, choose create. For ongoing maintenance, choose update.
Step 3: Map Company Fields from Workflow Data
Next, you map values from the workflow context to the company fields. In GoHighLevel, you will typically see merge fields or variables you can use for this mapping.
Common mappings include:
- Company Name → taken from a form field or a custom value
- Website → form field, imported data, or API value
- Phone → company phone value from the trigger
- Address → street, city, state, zip, country from form or lead source
- Custom Fields → industry type, account tier, source, or region
Ensure that any required company fields in GoHighLevel receive valid data so the workflow can run without errors.
Step 4: Link Contacts as Company Managers
The Company Object automation can also link a contact to the company as a manager or main point of contact. This is useful when you want a specific person to be recognized as the primary representative of that organization.
- Within the Company Object action, look for a section related to Managers or Contact Association.
- Select the current workflow contact or a related contact as the manager.
- Save the configuration.
Once configured, GoHighLevel will connect the contact and company records, allowing you to view and report on account-level relationships.
Workflow Triggers That Work Well with the GoHighLevel Company Object
To maximize the value of the Company Object, pair it with workflow triggers that represent key account milestones.
Popular trigger ideas include:
- Form Submitted — create a company when a B2B lead form includes company details.
- Opportunity Status Changed — update the company when deals progress or close.
- Contact Tag Added — build company records when a lead becomes a qualified account.
- Pipeline Stage Entered — update account data as it reaches important stages.
By combining these triggers with Company Object actions, GoHighLevel can automate account creation, upkeep, and reporting without manual data entry.
Best Practices for Using the GoHighLevel Company Object
To keep your CRM data clean and useful, follow these best practices when designing Company Object workflows in GoHighLevel.
Standardize Company Naming
Use consistent naming conventions for company records to avoid duplicates. For example, always store the full legal name rather than abbreviations.
Use Custom Fields Strategically
Create custom fields for important account-level data such as:
- Account Tier (e.g., Basic, Pro, Enterprise)
- Annual Revenue Range
- Industry Category
- Customer Success Owner
Map these fields in your GoHighLevel Company Object automation steps so each company record carries strategic information for segmentation and reporting.
Automate Stage and Status Updates
Whenever an opportunity changes stage, use an update-style Company Object action to adjust fields like:
- Current Account Status (Prospect, Active, Churn Risk)
- Last Activity Date
- Total Deal Value
This lets you build dashboards and reports that reflect real-time account health directly inside GoHighLevel.
Review Company Records Regularly
Even with automation, schedule regular reviews of company data. Confirm that mappings are still correct, that key fields are filled, and that contacts are properly linked as managers.
Reporting and Opportunity Management with GoHighLevel Companies
When companies are correctly created and updated by workflows, GoHighLevel can provide richer pipeline and revenue reporting.
Benefits include:
- Viewing total opportunities per company
- Measuring revenue at the account level rather than per contact
- Tracking engagement across multiple contacts tied to the same company
- Identifying high-value accounts for upsell and retention campaigns
All of this is powered by accurate use of the Company Object in your GoHighLevel workflows.
Additional Resources for GoHighLevel Company Object Automation
To go deeper into configuration details, screenshots, and the latest feature changes, review the official documentation from the platform.
- Official help article: GoHighLevel Company Object automation guide
- Implementation help and consulting: Consultevo CRM & automation services
By combining this tutorial with the official GoHighLevel documentation, you can design robust, scalable Company Object workflows that keep your account data consistent and drive reliable reporting across your entire sales operation.
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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