TekMatix Blog & Help Articles
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How do I filter my contacts by company or custom object on Tekmatix?
Filter your contacts by company or custom object on Tekmatix. Use association columns and filters in Contact Smart Lists, then save the list to reuse it. ...more
CRM ,Contacts Company &Marketing
October 29, 2026
How do I link one contact to more than one company on Tekmatix?
Link one contact to more than one company on Tekmatix using custom association labels. Keep one record, keep their Primary Company and label every link. ...more
CRM ,Contacts Company &Tekmatix
October 29, 2026
How do I automatically link contacts to their company on Tekmatix?
Link contacts to their company automatically on Tekmatix. Switch on company automations and contacts are matched by email domain, with new companies created. ...more
CRM ,Contacts Company &Automations
October 29, 2026
How do I trigger a workflow when records are linked on Tekmatix?
Trigger a workflow when records are linked on Tekmatix with the Association Created trigger. Start follow-ups when contacts, companies or objects connect. ...more
CRM ,Workflow Workflow Triggers Company &Automations
October 29, 2026
How do I use forms to create opportunities without a contact on Tekmatix?
Use forms to create opportunities without a contact on Tekmatix. Build forms that create deals, companies or custom objects and drop them into your pipeline. ...more
CRM ,Form Opportunities & Pipeline Opportunities &Company
October 29, 2026
How To Use Notes in Tekmatix for Better Team Collaboration
Learn how to use Notes in Tekmatix to track client updates, improve collaboration, and centralize records across contacts, opportunities, and companies. ...more
Contacts ,Opportunities &Company
October 15, 2025•3 min read
Tekmatix Celebrates 2 Years and Wins SaaSpreneur Platinum Award
Tekmatix Celebrates 2 Years and Wins SaaSpreneur Platinum Award ...more
CRM ,Company
November 08, 2024•6 min read
5 Ways To Instantly Make Money TODAY, Even If You Have No Products Yet!
5 Ways To Instantly Make Money TODAY, Even If You Have No Products Yet! ...more
Company
September 27, 2023•1 min read
How to use the Company Object Automation?
The Company Object Automation settings give users the ability to repurpose business details fields for the company. The migration will help users transfer field data, create new companies & map respec... ...more
Company
August 24, 2023•5 min read
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