Atlas CRM Cloud
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  • Getting started
    • Checklist
    • Core concepts
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    • Confluence pages
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  • Admin configuration
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    • Access and User roles
      • Granting access to Atlas CRM
      • Customising User roles
    • Automations
      • Triggers
        • Issue created
        • Issue comment added
        • Issue updated
        • Contact linked to issue
        • Company linked to issue
        • Sale linked to issue
      • Actions
        • Link company based on custom field
        • Link contact based on custom field
        • Link contact based on reporter's email
        • Link company based on reporter's email
        • Copy template fields to custom fields
        • Link a linked company
        • Link a linked contact
        • Log issue as interaction
      • Configure an automation
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        • Publishing your automation
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  1. Admin configuration
  2. Automations
  3. Actions

Link a linked company

You can use this action in combination with the Contact linked to issue and Sale linked to issue trigger to automatically link an Atlas CRM company that is linked to this contact or sale to the issue.

This will not link any companies if there is more than one company linked to this contact or sale.

Last updated 3 years ago

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