Companies Settings

Auto-Association of Companies with Contacts

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

How It Works

  • When you add a contact, Concord 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
    • Later, you create a contact with the email
  • Automatic Linking:
    • Concord CRM will recognize in John's email.
    • John's contact record will automatically be linked to the company with the domain.

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