Fix Inconsistencies in Schools

[Raihan8]

Next, Anderson created a template to identify child companies with the word “district” in the company name field. This template would remove the “child” listing from the custom field so that the company wasn’t errantly associated with an incorrect parent company. Instead, it would remain a standalone company, unassociated with other companies.

set child companies

Template #4: Associate Schools to School Districts

Finally, Anderson created an association template in the Bulk Associations module.

associate child to parent companies

This template looks for records that don’t currently have an associated thai phone numbers parent company and don’t contain the term “district.” In this way, Anderson ensured that the template would only work with child companies.

The template makes the association using the company name field and the company name from contacts custom field that was brought to company records using the custom workflow.

company filter

Result: Clean, Reliable School District Hierarchies To Boost Account-Based Marketing
By bundling these templates into a Recipe, Anderson was able to identify child and parent companies in their CRM, fix edge cases, and associate them automatically on an ongoing basis. As a result, they are saving many hours of tedious, unending manual labor to put those associations in place—and putting their account-based marketing team in a position to succeed.

With reliable child-to-parent hierarchies in their CRM, Anderson was able to accurately score leads in their system so that they could prioritize opportunities that had the highest value, while delivering better experiences to their customers.