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Add a company in the CRM

In this article, we will explain how to create a company that you can link to existing related contacts.

You can save the companies that you interact with in Sendinblue. On the company details page, you can store and review information about the company.

There are two ways you can add a company to the CRM:

Manually create a company

To manually create a company:

  1. Go to CRM > Companies.
  2. Click on Create company.
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  3. Fill in the company's information:
    • Company name*: enter the name of the company
    • Owner*: assign an owner to the company
    • Website: enter the URL of the company's website
    • Industry: enter the type of industry of the company
    • Phone number: enter the phone number of the company/of the related contact
    • Related contact: select one or several existing contact(s) related to the company
      • Add timeline activity from Related contact(s) to this company: previous activities added to the selected related contact(s)s will also be added to the company history (all activities or activities from the last 30/60/90 days only)
  4. Click on Create.

Once you create a company, you can access it from CRM > Companies. You can then view and edit the company's information by clicking on the company's name.

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Import companies from a file

💡 Good to know
We have created a sample import file that you can download and update with your own data. The format of a companies import file should follow the same guidelines as a contact import file.
Learn how to format an import file in our dedicated article Format your contact import file.

Step 1: Import your file

To import companies from a file:

  1. Go to CRM > Companies.
  2. Click on Import companies.
  3. Select your import file or drag and drop it within the outlined area. You will see a preview of the companies data to be imported from your file. The table header shown in the preview is the same as the one in your import file.
  4. If the data shown is correct, click on Confirm your file.

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Step 2: Map your data

You will now indicate how Sendinblue should match the data from your import file to your Sendinblue deals list. We will attempt to correctly match the data from your file to an existing company attribute.

Match the data to a different attribute

  1. Click on the drop-down menu in the Company attribute column.
  2. Select the desired attribute.
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Cancel the import of a specific data

  1. Click on the drop-down menu in the Company attribute column.
  2. Select Do not import.
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Once you are done with the data mapping, click on Confirm. After processing your import, we'll provide you with a downloadable detailed report where you'll see the import date and source, as well as the number of imported and not imported companies.

You can find the imported companies in CRM > Companies.

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.