Clear Company or Associated Contact Fields in Workflows

The Clear Fields of Company or Associated Contact action resets field values on a company record or its associated contacts inside a Company-based workflow. Use it to wipe stale phone numbers, drop tags, reset status fields, or clean up after lifecycle changes.

Where it lives

• Available only in Company-based workflows.
• To clear fields in Contact-based workflows, use Clear Associated Company Fields instead.

Configure the action

1. Pick the target object

• Company — clears fields on the current company record.
• Associated Contact — clears fields on every contact linked to that company.

2. Add fields to clear

• Pick one or more standard or custom fields from the dropdown.
• Click + Add Field to clear several at once.

3. Save the action

Click Save Action. When the workflow runs, the chosen fields reset on the target record(s).

What gets cleared

• Only the selected field values are reset — associations and related data stay intact.
• If no associated contacts exist when targeting Associated Contact, the action skips silently.
• If multiple associated contacts exist, every one of them gets the selected fields cleared.

Examples

Reset contact status when a company goes inactive

• Workflow type: Company-based
• Trigger: Company Changed → Status = Inactive
• Action: Clear Fields of Company or Associated Contact
• Target: Associated Contact
• Fields: Contact Status

When the company flips to Inactive, every linked contact’s status field empties out.

Clear company custom fields after contract expiry

• Workflow type: Company-based
• Trigger: Company Changed → Contract Expiry Date reached
• Action: Clear Fields of Company or Associated Contact
• Target: Company
• Fields: Renewal Date, Contract Value, Tier

When the expiration date passes, the workflow wipes those three fields on the company record.