Save companies to leads · Activation · Accepts companies
Adds each incoming company to your Ocean Leads, and updates the ones already there.
When to use it
Use it to build a lead list automatically instead of exporting and re-importing — source companies each week and have them land in Leads, labelled and assigned, ready for someone to work. It's also the natural pair to the Leads: Company added trigger if you want one workflow to feed another.
What it does
For each company, it creates a lead if there isn't one, or updates the existing lead if there is. Everything you configure is applied either way, so a company already in Leads gets the same labels and status as a brand-new one.
Every setting is optional, and anything you leave unset is left alone — so you control how much a re-run disturbs existing leads.
Configure it
Labels to add — labels to put on each company.
Labels to remove — labels to take off. Labels move one at a time, so the step never strips a label it doesn't know about.
Set status to — the lead status to apply. Add it with Status under Also set.
Set owner to — who the lead is assigned to. Add it with Owner under Also set.
Cost
No credit cost. See Credits in workflows.
Gotchas
Works on companies. To save people, use Save people to leads.
A company already in Leads and already in the shape you asked for is skipped — that's a clean no-op in Activity, not a failure.
If this step failing shouldn't stop the record, open the step's settings, find If this step fails, and switch on Continue anyway. See Troubleshooting workflows.