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 But every few weeks your data will become outdated, creating deprecated associations between contacts and companies, hurting lead routing, account scoring and wasting resources across the sales organization.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.

How It Works #

This workflow analyzes contact-to-company associations and categorizes contacts into three scenarios:

1. No associations - Contact has no linked companies
2. Single association - Contact has one company association
3. Multiple associations - Contact has more than one company association

Each scenario is handled differently to ensure data accuracy and prevent false positives.

Setup

Required Variables #

Configure the following input variables in the variables node at the beginning of the workflow:

• email: The contact’s email address, used to derive the domain for company matching
• contact_id: The CRM ID of the contact to audit associations for

Workflow Steps

Step 1: Audit Contact Associations #

The workflow begins by searching for all company associations for the given contact. This initial audit categorizes contacts based on the number of companies they’re associated with, then branches into different paths to handle each scenario appropriately.

Step 2: Handle Missing Associations #

When a contact has no company associations:

1. Extracts the domain from the contact’s email address
2. Searches the CRM for companies with a matching domain
3. If a matching company is found, creates a new association between the contact and company
4. 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 3: Validate Single Associations #

When a contact has exactly one company association:

1. Compares the contact’s email domain with the associated company’s domain
2. If the domains match, the association is confirmed as correct
3. 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.

Step 4: Clean Up Multiple Associations #

When a contact has multiple company associations:

1. Analyzes all associated companies
2. Identifies which association is likely correct (typically matching the contact’s email domain)
3. Removes the extraneous associations
4. 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.

Expected Outcomes

By running this workflow regularly, you can:

• Maintain accurate contact-to-company relationships in your CRM
• Improve lead routing and account scoring accuracy
• Reduce wasted resources from targeting incorrect accounts
• Build trust in your CRM data across the sales organization