GoHighLevel Company Workflow Guide
ClickUp users who are moving to GoHighLevel or using both platforms often need a reliable way to track organizations alongside contacts. The workflow action for creating and associating a company in GoHighLevel lets you automatically build company records and link them to contacts or opportunities without manual data entry.
This how-to article walks you step by step through configuring the Create and Associate Company action, understanding the different creation options, and controlling whether companies attach to contacts, opportunities, or both.
What the GoHighLevel Create and Associate Company Action Does
The Create and Associate Company workflow action in GoHighLevel allows you to:
- Create a new company record when a workflow runs.
- Decide whether to always create a new company or use an existing one when possible.
- Associate the company with the current contact, the current opportunity, or both.
- Fill key company fields directly from workflow data.
This is ideal for sales and B2B environments where the same company may have many different contacts and opportunities in your GoHighLevel account.
Where to Find the GoHighLevel Company Workflow Action
To access the Create and Associate Company action in GoHighLevel workflows:
- Log in to your GoHighLevel sub-account.
- Navigate to Automation > Workflows.
- Open an existing workflow or create a new one.
- Click the + icon to add an action at the desired step.
- Search for or select Create and Associate Company from the list of actions.
Once added, the right-hand settings panel will display all configuration options for the company record and association behavior.
Choosing the GoHighLevel Company Creation Mode
The action includes a key setting that defines how companies are created or reused. You will see two main options in GoHighLevel when configuring the action:
1. Always Create a New Company
Use this mode when every workflow execution should generate a separate company record. This is common when:
- Each contact truly represents a unique organization.
- You do not want companies to be merged or shared.
- You are importing or segmenting data where duplicates are not a concern.
When selected, GoHighLevel will not search for existing companies. Instead, it will create a new company every time the workflow runs for a given contact or opportunity.
2. Try to Use an Existing Company First
This mode instructs GoHighLevel to look for an existing company that matches your chosen criteria before creating a new one. It helps avoid duplicate company records and keeps your CRM clean.
Typical usage examples:
- Multiple contacts from the same business need to share a single company record.
- New leads may already belong to a known organization in your database.
- You want stable company-level reporting and account management.
In the configuration, you can select which field or value GoHighLevel should use to match companies (for example, a company name field). If a company is found, it will be used. If not, the action will create a new company with the data you provide.
Configuring Company Fields in GoHighLevel
The Create and Associate Company action lets you map information into standard and custom company fields inside GoHighLevel. The exact list of fields may vary based on your account configuration, but commonly includes:
- Company name
- Website
- Phone number
- Address details (street, city, state, postal code, country)
- Industry or type
- Custom company fields you have defined
To configure these fields:
- In the workflow action panel, locate the company field mapping section.
- Click into each field input to choose a static value or a dynamic value from the contact, opportunity, or workflow data.
- Use dynamic values (like contact organization, email domain, or custom fields) to automatically populate company information in GoHighLevel.
- Save the workflow after mapping the necessary fields.
Well-mapped fields ensure your company records are accurate and useful for reporting, segmentation, and automation.
Associating Companies to Contacts and Opportunities in GoHighLevel
After choosing how companies are created, decide where the association should be applied inside GoHighLevel. The Create and Associate Company action allows three core association patterns.
1. Associate Company with the Contact
When this option is enabled, the resulting company (new or existing) is linked directly to the contact running through the workflow. Use this when:
- You want account-level data accessible from the contact’s profile.
- Your sales reps need to see which organization each person belongs to.
- You are building nurture campaigns based on company information.
The contact’s record in GoHighLevel will then reference the associated company, improving context for calls, emails, and other touchpoints.
2. Associate Company with the Opportunity
Enable this when your workflow runs on opportunities and you want the opportunity to be connected to the relevant company. This is especially useful when:
- You manage deals and pipelines primarily at the company account level.
- Multiple opportunities exist for the same organization.
- Reporting needs to group opportunities by company.
Once configured, each opportunity in GoHighLevel that passes through the workflow will have a clear relationship to a single company record.
3. Associate with Both Contact and Opportunity
For full visibility, you can associate the company with both the contact and the opportunity at the same time. This gives you:
- Contact-level context of the organization.
- Opportunity-level linkage for pipeline reporting.
- Consistent account data across the CRM in GoHighLevel.
This combined approach works well in B2B setups where people and deals must always be tied back to the same company.
Step-by-Step: Setting Up the GoHighLevel Create and Associate Company Action
Use this quick sequence to configure the action efficiently inside GoHighLevel:
- Open your desired workflow.
- Add the Create and Associate Company action at the relevant step.
- Choose the company creation mode: Always create new or Use existing when possible.
- If using the existing option, configure which data should be used for matching.
- Map company fields using static or dynamic values from contacts, opportunities, or custom fields.
- Select whether to associate the company with:
- The contact
- The opportunity
- Both contact and opportunity
- Save and publish the workflow.
- Test with a sample contact or opportunity to confirm the company is created and associated correctly.
Best Practices for Using GoHighLevel Companies in Workflows
- Standardize naming: Decide on a consistent format for company names (e.g., avoid adding extra punctuation or different variations of the same brand).
- Use matching rules carefully: When using the “use existing company” mode in GoHighLevel, choose stable fields like domain or a dedicated company field to reduce duplicates.
- Automate enrichment: Populate company fields from contact or opportunity data wherever possible to minimize manual edits.
- Review regularly: Periodically audit company records in GoHighLevel for duplicates and correct associations.
Additional Resources and Support
For official details and screenshots of the Create and Associate Company workflow action in GoHighLevel, see the original help article: GoHighLevel Workflow: Create and Associate Company.
If you need strategic help designing workflows, CRM architecture, or advanced automation around companies and opportunities, you can find consulting and implementation support at Consultevo.
By correctly configuring the Create and Associate Company action in GoHighLevel, you gain a structured, scalable way to manage organizations, contacts, and opportunities together, strengthening your pipeline visibility and account-based processes.
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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