SalesEdge.io Now Automates Company Creation and Contact Association by Email Domain for All Users

We're excited to announce a new time-saving feature that makes managing your business contacts easier than ever. SalesEdge.io will now automatically create and organize Companies based on the email domains of your Contacts—no extra configuration required.

What’s New?

• Automatic Company association for everyone: When a new Contact is added or their email changes, SalesEdge.io will match them to an existing Company using their email domain. If there isn’t a match, SalesEdge.io will create a new Company—complete with name and logo—so your records stay clean and organized.
• No setup needed for new users: This automation is turned on by default for anyone who creates a new SalesEdge.io account. Existing users can enable it in their Settings.
• Unique domains, no duplicates: Each Company is matched to a single domain, so you don’t need to worry about duplicate records for the same business.
• Smart exclusions: By default, SalesEdge.io ignores generic email domains like Gmail and Yahoo. You can add your own domains to exclude as well.
• Syncs with your existing data: Easily fill in domains for current Companies, and apply this automation to your existing Contacts at any time.

Why This Matters

If your clients are businesses or organizations, knowing which Company each Contact belongs to is crucial. With this update:

• Less manual work: SalesEdge.io does the heavy lifting by connecting Contacts to Companies automatically.
• Fewer duplicates: Keep your CRM tidy and avoid accidental duplicate Companies.
• More context: Deals, notes, and other info stay attached to the right Company, keeping your records accurate and up to date.

How to Turn On and Use This Feature

1. In SalesEdge.io, go to Settings > Objects > Companies.
2. Under Automations, enable:
   • Create companies from contact’s email domain
   • Enrich companies automatically
   • Automatically prevent duplicate companies
3. Add any custom domains you’d like to exclude from automation.
4. If you want, fill in domain names for existing Companies and apply the automation to your current Contacts. Don’t forget to save your changes!

The Company automation settings found under Settings > Objects > Companies.

Tips for Best Results

• Leave duplicate prevention turned on: This ensures that all new and existing Companies remain unique and organized.
• Fill in domains for existing Companies first: That way, SalesEdge.io will properly match your current Contacts.
• Don’t worry about losing data: Existing links between Contacts and Companies won’t be changed, and any domains you’ve manually added will be preserved.
• Domain matching is precise: For example, “company.com” and “mail.company.com” are treated as separate domains, so Companies are kept distinct.

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For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.