Auto-Associate Contacts to Companies in HighLevel

TL;DR

Contacts can now be automatically associated with company records. This significantly streamlines CRM data management.

Who this affects

HighLevel has not confirmed who is affected by this update.

What changed

• Contacts can be automatically associated with company records.
• Company records can be created automatically.
• Company records can be linked to contacts based on their email domain.
• Domain matching can be configured.
• Company logos can be auto-enriched.
• Company names can be auto-enriched.
• Duplicate prevention can be enabled for company creation.
• Domain exclusions can be set for test accounts.
• Backfill options can be run on existing CRM contact records.
• Business Name Matching vs. Email Domain Matching is a configuration option.
• HighLevel has a priority matching logic order.
• Excluded free domains (Yahoo, Gmail) can be managed.
• Exact domain rules can be set.
• Custom domains can be added to the exclusion list.
• HighLevel has not confirmed the rollout status.
• HighLevel has not confirmed any limits or plan gating for this feature.

Where to find it

This feature is located within Settings, Objects, Companies, and Automations.

How agencies will use this

Agencies can configure this feature to automatically organize their client's CRM data. For example, when a new contact is added, HighLevel can check their email domain. If a matching company record doesn't exist, HighLevel can create one, enriching it with the company name and logo, and then link the contact. Agencies can prevent duplicates, exclude common free email domains like Gmail, and run a backfill on existing contacts to clean up historical data, ensuring a structured and up-to-date company database for reporting and segmentation without manual intervention.

Our take

This is a major update for CRM data management within HighLevel. It addresses a long-standing need for better company-contact association and automation. This will save significant manual effort and improve data accuracy across all sub-accounts.