Update company link when primary contact changes on board
Update company link when primary contact changes on board
Your items lose account context when a contact's primary company changes, causing misrouted outreach. It updates linked company fields so reps have correct account context same day.
Overview
When a contact's primary company changes, linked company relations on board items often fall out of date and reps act on stale context. This workflow updates the company relation automatically so reps see corrected account associations same day, reducing manual fixes and misrouted outreach.