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A new lead fills in your form with [email protected]. Three weeks later her colleague books a call. Are they in your CRM as two strangers, or as two people from the same business?
Tekmatix can now sort that out for you. When a contact comes in with a business email address, your account can match them to the right company by their email domain, link them up, and create the company for you if it doesn't exist yet.
Go to Settings, then Objects, then Companies, and under Automations turn on Create companies from contact's email domain, Enrich companies automatically and Automatically prevent duplicate companies. Click Save changes. From then on, new contacts with a business email are linked to their company automatically, and a new company is created, named and given a logo when there's no match.
A company record in Tekmatix holds the business, and contacts are the people who work there. This automation looks at the domain in each contact's email address, the part after the @, and uses it to find or create the right company.
You see the whole account, not just one person. If you sell to businesses, the deal often involves more than one person. Having them all under one company shows you who you're really dealing with.
No more typing company details by hand. Every lead from the same business lands in the right place without anyone on your team doing data entry.
Cleaner data from day one. With duplicate prevention switched on, each domain belongs to one company, so you don't end up with "Acme", "Acme Pty Ltd" and "ACME" as three separate records.
Better follow-up. When you can see every contact at a business, you can pick the right person to talk to and avoid emailing three people at the same company the same thing.
Which Tekmatix plan do you need?
Companies are part of the CRM in your Tekmatix account, which is included on the Starter, Pro and Max plans. Compare every plan at tekmatix.com/pricing, or change your plan here.
This feature has now moved out of Labs. If you can't see the company automations in your settings, check Settings, then Labs, or ask our team on live chat to check it for you.
acme.com, and add it.Tekmatix checks in this order and stops at the first company that fits:
| Check | What happens |
|---|---|
| 1. Already linked to a company | Nothing changes |
| 2. Business name matches (only if that option is on) | Uses or creates a company with that name |
| 3. A company already has the email domain | The contact is linked to it |
| 4. A company with no domain has a name that matches the domain | That company is reused and the domain is saved to it |
| 5. No match at all | A new company is created with the domain |
Watch the business name option. If business name matching is on and finds a match first, the email domain checks don't run and the domain isn't added. That company may then sit outside duplicate prevention. This is why we suggest leaving business name matching off.
Each company now has a Domain name field under Company Info on the company record. It also shows as a column in your companies list, and as domainname in imports and smart lists.
acme.com, not https://, www., a page path or an email address.acme.com and mail.acme.com are treated as different domains.To add a domain yourself, open the company record, enter the domain in Domain name under Company Info, and click Save.
Test it with one contact first.
After saving, create a test contact with a business email address at a domain you know, such as a colleague's work email. Open the contact and check it's linked to a company. Open that company and check the Domain name field holds the right domain, and see whether a name and logo were added. Then create a second test contact at the same domain and check it joins the same company instead of creating a new one.
Company records are only as useful as the CRM around them. If you'd rather have your account set up properly from the start, our Teksperts can do it with you or for you.
A private 90 minute session with a Tekspert on a shared screen. We check your core settings and integrations, set up email sending on your own domain, verify your contacts and remove bad addresses, build a customer journey pipeline around your offers, and set up tags, a smart mailing list and your booking calendars. You get the recording and transcript, and anything not finished live is completed for you afterwards. It saves you weeks of working it out alone.
See Quick Account Set-UpGet more business contacts coming in. We build a two-step opt-in funnel for your free resource, automate the delivery, and set up a 10-step nurture email sequence, with the opt-in form, tags and CRM records set up so every lead lands organised. It keeps collecting and warming leads while you get on with the work.
See the Lead Magnet & Nurture SystemSelling to businesses usually means proposals and contracts. We set up a master contract with e-signature fields, a proposal template and an invoice template, plus a proposal follow-up workflow, a contract-signed workflow and a three-stage invoice reminder sequence. That means less chasing and a shorter wait to get paid.
See Contracts, Proposals & InvoicingSee every done-for-you package at tekmatix.com/services.
No. Once the company automations are switched on, matching and company creation run on their own.
Email domain is recommended because it gives cleaner data. Business name matching is still there if you need it, but spelling, spacing, punctuation and legal suffixes like "Pty Ltd" can stop names matching.
If business name matching is on and finds a match, it takes priority and the email domain checks don't run.
Common free email providers are always excluded, so those contacts won't be used to create companies by email domain.
No. It only stops new duplicates. Any duplicates you already have need to be sorted out manually.
No. Domains you entered manually are kept.
Check that the contact has a business email, that the domain isn't excluded or a free provider, and that the contact wasn't already linked to a company.
The domain may not be recognised, enrichment may be off, or the company may have been created before enrichment was switched on.
Companies are part of the CRM included on the Starter, Pro and Max plans. You can compare the plans here and change your plan here.
There's no separate usage charge listed for this feature. It runs as part of your Tekmatix subscription. You can see all current usage pricing at tekmatix.com/rebilling.
Jump on a free group session with a Tekspert and switch on your company automations live.
Book free trainingShare your screen and we'll set up your companies, exclusions and backfill with you, and help tidy up existing duplicates.
Book a TekspertGot one quick question, like why a contact isn't linking? A focused 15 minutes sorts it out.
Book 15 minutesOur team is on live chat around the clock, right inside your Tekmatix account.
Get supportSwitch it on once, and every new business contact finds their company on their own. Your CRM stays tidy while you get on with selling.
Happy Tekkin'!
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