Companies Settings

Automatically Create And Associate Companies With Contacts

Automatically associate contacts with companies based on a contact email address and a company domain.

For example, you have added a company in Concord CRM with domain name, after 1 week, you create a contact via the regular create section for contacts and you enter an email in the email field for this contact e.q.

In this case, after the contact is created, since the contact email domain is and there is company with domain name, the contact will be automatically associated with the company.

Auto associate company to contact will happen only if the created contact does not have any companies associated manually while creating contact.