How to Create a Company or Associated Contact in GoHighLevel Workflows

If you use ClickUp or similar project tools alongside GoHighLevel, streamlining how companies and contacts are created will keep your CRM tidy and your automations reliable. This guide shows step-by-step how to use the Create Company / Associated Contact workflow action so you can automatically add new records and keep them perfectly linked.

What the GoHighLevel Company / Associated Contact Action Does

The Create Company / Associated Contact workflow action in GoHighLevel lets you:

Create a new company record from workflow data.
Create a new contact and automatically associate it with a company.
Update existing companies or contacts when matched by specific fields.
Control which pipeline and stage a company is assigned to.

Using this action correctly keeps your leads, accounts, and contacts synced, especially when they come from forms, calendars, or other GoHighLevel automations.

Where to Find the GoHighLevel Workflow Action

To access this action inside GoHighLevel workflows:

Open your Sub-Account and go to Automation > Workflows.
Create a new workflow or open an existing one.
Click + Add New Action inside the workflow builder.
Choose Create Company / Associated Contact from the list of actions.

Once selected, a configuration panel appears where you define how the company and contact will be created or updated.

Configuring the GoHighLevel Company Settings

The first section configures how a company is handled. You can choose whether to always create a new company or only when one does not already exist.

Company Profile Fields in GoHighLevel

In the Company section, you will typically see fields such as:

Company Name – the account or organization name.
Website – the company website URL.
Phone – the company’s main phone number.
Address – street, city, state, postal code, and country.
Custom Fields – any custom company-level fields you have set up in GoHighLevel.

You can map data from the workflow trigger or from previous actions into these fields so that companies are created with complete profiles.

Company Creation and Matching Options

The workflow action allows you to determine how GoHighLevel treats potential duplicates. Typical options include:

Create only if no company exists – checks for a match based on a field (often company name or domain) before creating a new one.
Update existing company – if a match is found, the current record can be updated with new data.
Always create a new company – generates a fresh company record every time the workflow runs, regardless of matches.

Choose the strategy that best fits your data model to avoid duplicated companies in GoHighLevel.

Setting Pipeline and Stage for GoHighLevel Companies

Within the same action, you can assign companies to a specific pipeline and stage. This is useful when you treat companies as opportunities or accounts that move through a defined process.

Company Pipeline – choose the pipeline where the new company record should appear.
Pipeline Stage – select the exact stage (for example, New, Qualified, or Onboarding).

Configuring this ensures every company created by a workflow appears in the correct pipeline view inside GoHighLevel.

Configuring the GoHighLevel Associated Contact

The second portion of the action handles the associated contact. This allows you to attach a primary person to the company created or matched by the same workflow step.

Contact Profile Fields

You will see standard contact fields that can be mapped from the workflow:

First Name and Last Name
Email
Phone
Position / Title (if available)
Contact Custom Fields specific to your GoHighLevel account

By mapping these correctly, every new lead, form fill, or booked appointment can become both a contact and a company record automatically.

Contact Matching and Update Rules

Similar to companies, you can decide how GoHighLevel will handle existing contacts:

Match contacts by email to avoid duplicates.
Create if no matching contact is found.
Update existing contact when a match exists, enriching the profile with fresh information.

This is crucial for maintaining a clean database where each person is represented once but can be associated with a specific company.

How GoHighLevel Links Companies and Contacts

When this workflow action runs, it follows a clear order of operations:

Checks for an existing company record based on your matching rules.
Creates or updates the company.
Checks for a related contact using your contact-matching settings.
Creates or updates the associated contact.
Links the contact to the company so they appear connected in GoHighLevel.

This behind-the-scenes linking means you can filter and manage contacts by company without manual data entry.

Step-by-Step: Using the GoHighLevel Create Company / Associated Contact Action

Follow these steps to set up a typical workflow configuration:

Choose a trigger – for example, Form Submitted or Appointment Booked.
Add the Create Company / Associated Contact action right after the trigger.
Map company fields from the trigger data (such as company name, website, and address).
Set company match rules to prevent duplicates.
Select a company pipeline and stage if you track companies through a process.
Map contact fields like name, email, and phone from the same trigger source.
Configure contact matching (usually via email) and enable updates for existing contacts.
Save and test the workflow by submitting a test form or event.

After running a test, inspect the company and contact records inside GoHighLevel to confirm both were created or updated and correctly linked.

Best Practices for GoHighLevel Company and Contact Data

To keep your database healthy while using this workflow action:

Standardize how you capture company names to avoid minor spelling variations.
Use domains or emails as match keys wherever possible.
Leverage custom fields for segmentation and reporting, not just free-text notes.
Review new companies periodically for duplicates that might need merging.

These habits help your GoHighLevel reporting and automation stay accurate over time.

More Resources for Optimizing GoHighLevel

For the original product documentation on this feature, see the official guide: Workflow Action: Create Company or Associated Contact.

If you want strategic help building scalable workflows and CRM structures around GoHighLevel, you can learn more at Consultevo, where experts focus on systems, automation, and revenue operations.

By setting up this workflow action correctly, you ensure every new interaction is captured as both a well-structured company and an associated contact, giving you a solid foundation for advanced automations inside GoHighLevel.

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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