API access to default and custom data related to CRM Companies
27-11-2022 -
Activity
Newest / Oldest
P
Per Christopher Undheim
While it is possible to create a company using the undocumented (as far as I know) possibility to create a company when you update a contact, it does not seem to be possible to assign a primary contact, thus leaving the company "inactive" and requiring a manual step to assign primary contact to make the company active. This should be added to make it possible to fully automate the company creation and assigning.
For me the most important feature because Zapier does not allow to assign a primary contact to the company, so the created company ends up in the "inactive companies" after the creation. To be able to directly assign a project, circle, audience to the company would be perfect (not possible with Zapier either, and very important since "Company First 2.0").
Activity Newest / Oldest
Per Christopher Undheim
While it is possible to create a company using the undocumented (as far as I know) possibility to create a company when you update a contact, it does not seem to be possible to assign a primary contact, thus leaving the company "inactive" and requiring a manual step to assign primary contact to make the company active. This should be added to make it possible to fully automate the company creation and assigning.
BENOIT BRETTAR
Any update about the "Create Company Data"? It is still not available...
BENOIT BRETTAR
Hello,
If I'm not mistaken, it's still not possible to create a company this way... So "LIVE" is for uptdate but not for create...
Mike
Status changed to: Live
BENOIT BRETTAR
For me the most important feature because Zapier does not allow to assign a primary contact to the company, so the created company ends up in the "inactive companies" after the creation. To be able to directly assign a project, circle, audience to the company would be perfect (not possible with Zapier either, and very important since "Company First 2.0").