Company Link Helper
Automatically link a contact to a an existing company or create a new one!
The Company Link Helper is a great tool when you're first setting up your app and want to merge and auto-create and link all of your company records.
The Company Link Helper currently has no options. It will look up a company record, matching the name of their company, and if one doesn't exist it will create one using the contact's address information and link the contact to the company. If one is found, it will link the contact to that company.
- Simple to Use
- Auto Links Contacts to Companies
Simple to Use
Because the Company Link Helper has no options, it really couldn't be any easier to use. That doesn't mean it's not powerful, however. It can save dozens of hours of manually trying to merge company records.
Auto Links Contacts to Companies
It first looks to see if a company of the same name already exists, and if it does, it simply creates a link to it. This can save you a ton of time by not creating duplicate companies that you have to manually go back and clean up.
Above is the toolbar options you'll see for the Company Link Helper. Here are the Toolbar button options from left to right:
- Copy Link for Infusionsoft - This first blue copy link button copy the URL used for the http post snippet inside of the Infusionsoft Campaign Builder.
- Configure Button - The last button on the far right is the start configuration button which allows you to View, Edit, Copy, Delete, view the Usage Report and the Usage Log.
Tips, Tricks and Shortcuts
Hello and welcome to MyFusion Helper. This short video is going to be about how to use the Company Link Helper. This is a great little tool that is very specific in its purpose and quite easy to use, but also very powerful.
So the first thing I want to do is give you just a live overview of how to set up the Helper inside of the app and then after that, I’ll show you a little bit you know of some of the strategies and situations when it works best.
So first, before we dive into the app and how to set it up, I want to just go over the scenario. Let’s assume that for this purpose, that we have a web form and on that web form, we have the demographic information for the contact including the company name. And then I’m going to show you how we’re going to set this Company Link Helper up to facilitate that.
So if we go into the helper, we’re going to first just type in the name and to pull up that company link and there we go. And let’s just give it a name here, Company Link demo, okay. And there really are no options, as you see. There’s really nothing for it to do. The helper is simply going to look at the company record, matching the name of their company and if it finds one, it’s going to create a link and if it doesn’t, it’s going to add a new company and then create a link. But either way, it’s going to link up the company data inside of the contact into the company table.
All right, so this is an automatic function, it’s super easy to use and super easy to set up. So all we’re going to do here is create the helper and then we’re simply going to set it up in Infusionsoft the same way that we set up any, by copying the link and going into Infusionsoft here and adding this in.
So, if you’re unfamiliar with how to do that, you would just come over here, go into the process, scroll to the bottom, grab a HTTP:// post snippet it and drag it onto the canvas and you would double-click on it, hit configure, and then paste in the URL here. And then set it to, ready and you’re all set.
There is no options that you have to worry about configuring and all this is going to do is it is going to take a look at the company field that’s in this contact and it’s going to see, is there a company record already existing for that field? And if there is, it’s merely going to create a link between the two and if there’s not, then it’s going to create a company record and link them.
Okay, so what this gives you is an automated linking mechanism for companies, something that Infusionsoft really should offer, but they don’t from the beginning and so this is just a way of automating that.
And the best practice for how to use this would be to, you know, trigger this creation of the contact through a web form as opposed to using the interface inside of Infusionsoft because that way you could automatically check for this and instantiate it if necessary, right. And that would give you a controlling mechanism to make sure that all of your companies get linked up properly when they are put in.
Okay, so we talked a little bit about how to do it and let’s talk a little bit more about why and some examples. Now the first example is, you know, really what I just talked about; automatically creating company links and doing that as part of your contact process. So that when a contact is created, you route them through a form that allows you to control this process and then automatically link up their companies as part of that system. So that would be the first example and we kind of went through that in great detail.
Let’s talk about another example and this is something that is probably even more prevalent; I’ve set up many different apps for clients that are new to Infusionsoft and they’re importing thousands and thousands of records and creating all the, you know, data on the imports and all of that. And the problem is that after they set up the imports, there’s no way to go through and do this company link up, right. It becomes a manual process in the interface or something that you have to go through a programmer to do all the API work for.
So what I suggest is that for anyone that is doing a lot of importing work, that they use this instead. This helper will allow you to automate the process and you’ll be able to go ahead and import the data and then you could run everybody through a campaign that has this Company Link Helper in it and go ahead and you know, merge and create all the company records and clean that up.
So anyway, that’s something to think about it. Those are a couple different use case scenarios and probably the two most common ones. I hope that helps you out in your business today. This is Troy with MyFusion Solutions and that’s a wrap.
If you have any questions, hit us at the Helpdesk at firstname.lastname@example.org.