Companies

The Company object allows you to represent organizations, businesses, or accounts within the platform. By associating Contacts with a Company, you can manage data at both person and organization levels — enabling richer segmentation.

Why Use Companies?

Many marketing, sales, and support workflows happen at the account level — not just the individual level. The Company object allows you to:

• Group multiple contacts under a single organization.

• Store shared attributes (e.g., company size, industry, region) centrally.

• Run account-based campaigns

• Avoid data duplication by managing organization info in one place.

Company Overview

Each Company record contains core fields that describe the organization.

Field	Description	Type
company_id	Internal Unique identifier for the company	System-generated
Company name	Name of the company	Required
Description	Description for the company	Optional
Domains	Company’s website domain(s)	Required
created_at / updated_at	Timestamps for record management	System-generated

How to create Companies

To view and create companies, you can navigate to CRM > Companies

• Click on Create Company to create one company

• Give it a name, description, and type in one or more domains in the format bird.com, sparkpost.com etc.

• To create companies in bulk, use the CSV import option to import a list of companies and their attributes

Company Attributes

You can define your own custom attributes for the Companies.

• Navigate to Companies page > 3 dots menu

• Click on Company attributes

• You can create your own attribute such as Industry, Company Size, Region.

Associate Contacts to Companies

The relationship between Companies and Contacts is typically many-to-many:

• Many contacts can belong to one company.

• A contact can be linked to only multiple companies at a time.

Manual Association

• From the Company detail page, you can navigate to Contacts tab to view and add any associated contacts

• Click on + icon to add an existing contact

• Click on Create contact to add a new contact

Automatic Association using Domains

• When creating a company, you can define one or more domains e.g. bird.com

• When a contact is created with an email address e.g. [email protected] and share the same domain, they get automatically associated to the company

Create segments using Companies

Once Companies are associated to Contacts, you can use companies and its attributes to created segments for targeting.

• Click on Condition > Properties about Company

• Select the company attribute and add the condition and value