🫧Companies

Companies Settings

Auto-Association of Companies with Contacts

App CRM simplifies contact management by automatically linking contacts to companies based on email domains.

How It Works

  • When you add a contact, App CRM checks the domain of the contact's email.

  • If there's a company in the CRM with a matching domain, the contact is automatically associated with that company.

  • Scenario:

    • You've previously added a company with the domain example.com.

    • Later, you create a contact with the email [email protected].

  • Automatic Linking:

    • App CRM will recognize example.com in John's email.

    • John's contact record will automatically be linked to the company with the example.com domain.

Auto-association of companies with contacts is triggered only for newly created contacts without manual company associations.

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