Send companies to CRM · Activation · Accepts companies
Pushes companies to your connected CRM, optionally with contacts and deals. This is an end step — records finish here.
When to use it
Use it as the finish line of a company workflow: source and qualify accounts, then create or update them in your CRM.
What it does
For each company, it creates or updates a record in your CRM using the field mappings you set. Because it updates existing records rather than duplicating them, re-running a workflow is safe.
Configure it
Provider — which connected CRM to send to. If you have only one connected, it's chosen for you.
Field mappings — which company fields map to which CRM properties.
Contacts and deals — optionally create associated contacts and deals.
Cost
See Credits in workflows.
Gotchas
Connect the CRM first in Settings → Integrations. See Connect your tools.
Works on companies. To push people, use Send people to CRM.
The per-company result shows as "Sent" or "Failed" in Activity.