How to Group Contacts with the Company Object in Sparkforge

When your team works with multiple people at the same business, the Company Object ties them together under a single record. You see all their activity, communication, and history in one place instead of scattered across individual contacts.

What it does

• Groups multiple contacts under one company entity
• Centralizes activity tracking at the organization level
• Keeps company data (address, website, phone) consistent across linked contacts
• Supports automated linking via the Business Name field on contacts

Create a company

1. Open Contacts from the left navigation.
2. Click the Companies tab in the secondary navigation.
3. Click + New Company at the top right.
4. Fill in details. Only Company Name is required, but adding phone, email, website, description, and address makes the record more useful.

Edit or delete a company

From the Companies list, click the three dots next to a company and choose Edit Company or Delete Company. Deleting a company clears the Company field on linked contacts but does not delete the contacts themselves.

Link contacts to a company

Manual

1. Open the contact's profile.
2. Click the Company tab in the left sidebar.
3. Search for and select the company.
4. Click Save.

For multiple contacts at once, multi-select in the contact list and bulk-assign.

Automatic

Sparkforge can create and link companies automatically from the Business Name field on contacts:

1. Go to Settings > Objects > Company.
2. Toggle on Automatically Create and Associate Companies from Contact Business Names.

Any new contact with a Business Name value gets matched to an existing company or creates a new one.

Remove a contact from a company

1. Open the company record.
2. Click the Contacts tab.
3. Click the trash icon next to the contact.
4. Confirm.

This unlinks the contact but doesn't delete it.