How It Works
- In the automation builder, select Add to Company List as the action.
- Choose the platform where the list lives.
- Select an existing company list from the dropdown.
- Save and activate.
When to Use Company Lists vs. Contact Lists
Use company lists when your workflow operates at the account level rather than the individual contact level.
Use Cases
- ABM target lists: Automatically populate account lists for coordinated sales and marketing plays
- Territory routing: Add companies to region-specific lists for rep assignment
- Pipeline tracking: Build lists of companies showing buying signals for pipeline reviews

