How It Works

You can now build workflows directly around your Company records in Gold Star Pro — not just Contacts or Custom Objects.

This means you can finally automate actions, updates, and communications that happen at the company level. Whether you’re managing multiple clients, tracking team performance, or syncing data between accounts, this update gives you the flexibility to automate smarter and work faster.

Instead of being limited to contact-based triggers, Company-Based Workflows respond to company events like new company creation, updates to company fields, or associations between companies and contacts.

How to Use

1. Go to Automations → Workflows.

2. Click Create Workflow → Company-Based Workflow.

3. Add your trigger — for example, “When a Company is created” or “When a Company field changes.”

4. Choose actions such as Create Company or Associated Record, Update Company Details, or Clear Fields of Company or Associated Contact.

5. Save and activate your workflow to start automating instantly.

You can also connect these workflows to your existing Contact Workflows, making it easier than ever to keep related records in sync. For example, when a new company is added, you can automatically create or update its associated contact.

Why This Matters

Until now, automations in Gold Star Pro primarily centered around individual contacts. But businesses often operate at a company level — with multiple contacts, accounts, or opportunities tied together.

With Company-Based Workflows, you can:

• Build true B2B automations, linking company-level activity with related contacts and actions.

• Maintain consistent, connected data between companies, contacts, and custom objects.

• Scale operations without manual syncing or redundant updates.

• Streamline onboarding, renewals, and account management with a single automated system.

This update represents a major step toward connected data and smarter automation across every level of your business.

Use Cases

• Client Onboarding: Automatically create company and contact records when new leads sign up.

• Account Management: Trigger follow-ups or updates when company details change.

• Renewal Reminders: Send alerts or tasks to teams when a company’s lifecycle stage updates.

• Multi-Contact Coordination: Keep all contacts tied to a company updated when company information changes.

Gold Star Pro’s Company-Based Workflows give you a new layer of automation — designed for growth, scale, and clarity across every part of your business.