Companies
The Company object allows you to represent organizations, businesses, or accounts within the platform. By associating Contacts with a Company, you can manage data at both person and organization levels — enabling richer segmentation.
Why Use Companies?
Many marketing, sales, and support workflows happen at the account level — not just the individual level. The Company object allows you to:
- Group multiple contacts under a single organization.
- Store shared attributes (e.g., company size, industry, region) centrally.
- Run account-based campaigns
- Avoid data duplication by managing organization info in one place.
Company Overview
Each Company record contains core fields that describe the organization.
| Field | Description | Type |
|---|---|---|
| company_id | Internal Unique identifier for the company | System-generated |
| Company name | Name of the company | Required |
| Description | Description for the company | Optional |
| Domains | Company’s website domain(s) | Required |
| created_at / updated_at | Timestamps for record management | System-generated |
How to create Companies
To view and create companies, you can navigate to CRM > Companies
- Click on Create Company to create one company
- Give it a name, description, and type in one or more domains in the format bird.com, sparkpost.com etc.
- To create companies in bulk, use the CSV import option to import a list of companies and their attributes
Company Attributes
You can define your own custom attributes for the Companies.
- Navigate to Companies page > 3 dots menu
- Click on Company attributes
- You can create your own attribute such as Industry, Company Size, Region.
Associate Contacts to Companies
The relationship between Companies and Contacts is typically many-to-many:
- Many contacts can belong to one company.
- A contact can be linked to only multiple companies at a time.
Manual Association
- From the Company detail page, you can navigate to Contacts tab to view and add any associated contacts
- Click on + icon to add an existing contact
- Click on Create contact to add a new contact
Automatic Association using Domains
- When creating a company, you can define one or more domains e.g. bird.com
- When a contact is created with an email address e.g. john@bird.com and share the same domain, they get automatically associated to the company
Create segments using Companies
Once Companies are associated to Contacts, you can use companies and its attributes to created segments for targeting.
- Click on Condition > Properties about Company
- Select the company attribute and add the condition and value
