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Every contact in Conversion contains company data. This relationship helps you organize your data, run account-based campaigns, and maintain alignment with your Salesforce Account structure.

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How Companies Work

  • Salesforce Accounts are synced as companies in Conversion
  • Companies can have many contacts - just like in Salesforce, multiple people can work at the same organization
  • Company fields include standard information like company name, industry, annual revenue, number of employees, and website. Contacts that aren’t linked to a company still carry default company fields.

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The Contact-Company Relationship

Company data in Conversion falls into two categories:
When a Salesforce Contact is associated with a Salesforce Account, that relationship carries over to Conversion. The Conversion company is linked to the Salesforce Account, and multiple contacts can belong to that company.This happens when:
  • Salesforce Accounts sync to Conversion
  • Salesforce Contacts with an Account ID sync to Conversion
In these cases:
  • The company is linked to the Salesforce Account
  • Multiple contacts from the same Account share one company in Conversion
  • Company field updates sync between Conversion and Salesforce
Example: A Salesforce Contact for sarah@startup.io has a Salesforce Account “Startup Inc”. When synced to Conversion, Sarah is linked to the Startup Inc company in Conversion. If another Contact from the Startup Inc Account syncs later with a different email, they’ll be associated with the same company in Conversion.

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What Happens When Relationships Change

Conversion keeps your data consistent as relationships evolve in Salesforce. For example, when a Lead converts to a Contact, the contact in Conversion automatically re-links to the new Salesforce Contact record. If the Contact is associated with an Account, the contact moves to the corresponding company in Conversion.

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What’s next

Viewing Companies

Filter, search, and organize your companies list with views and columns.

Company Record

View and edit a company’s details, contacts, opportunities, and activity.