Removing false contacts-companies associations

Overview#

Matching a contact to the right company is crucial for ensuring your reps continue to trust the CRM. But every few weeks your data will become outdated, creating deprecated associations between contacts and companies, hurting lead routing, account scoring and wasting resources across the sales organization.

This template helps identify and correct instances where contacts are incorrectly associated with companies by analyzing the number of company associations per contact and taking appropriate action based on specific scenarios.

Remove false associations between contacts and companies in the CRM#

Step 1 - Set variables#

Set up your input variables to the workflow

Inputs used in the workflow are set up in the variables node at the beginning of the workflow. This node is used to define the parameters that will be passed through the rest of workflow as inputs to the rest of the nodes.

To power this workflow, the following variables are needed:

• email: The email of the contact in the CRM, which will be used to derive the domain for matching
• contact_id: The ID of the contact in the CRM to check associations for

Step 2 - Audit Associations#

Search for all associations of a certain contact

The workflow begins by searching for all company associations for a given contact. This initial step allows the workflow to categorize contacts based on the number of companies they're associated with:

• Contacts with no company associations
• Contacts with exactly one company association
• Contacts with multiple company associations

The workflow then branches into different paths depending on this categorization to handle each scenario appropriately.

Step 3 - No Associations#

Check any matching domains with email

For contacts with no company associations, the workflow:

• Extracts the domain from the contact's email address
• Searches the CRM for companies with a matching domain
• If a matching company is found, creates a new association between the contact and the company
• If no matching company is found, optionally flags the contact for further review

This step helps ensure contacts aren't left "orphaned" without proper company context when a matching company exists in the CRM.

Step 4 - Single Association#

Flag for manual review

For contacts with exactly one company association, the workflow:

• Compares the contact's email domain with the associated company's domain
• If the domains match, the association is confirmed as correct
• If the domains don't match, the contact is flagged for manual review

This approach prevents automatic changes to contacts with single associations, providing a safeguard against incorrect modifications while still identifying potential issues for manual review.

Step 5 - Multiple Associations#

Delete erroneous associations

For contacts with multiple company associations, the workflow:

• Analyzes all associated companies
• Identifies which association is likely correct (typically matching the contact's email domain)
• Removes the extraneous associations
• Optionally logs the changes for audit purposes

This step helps clean up contacts with redundant or incorrect associations, ensuring each contact is properly linked to the right company while removing misleading connections. This final step ensures that your CRM data maintains proper associations between contacts and their respective companies. This final step ensures that your CRM data maintains proper associations between contacts and their respective companies.