How do I automatically link contacts to their company on Tekmatix?

• It runs on its own. No workflow is needed. Once the settings are on, matching happens when a contact is created or their email changes.
• It reuses companies you already have. If a company already holds that domain, the contact is linked to it. If a company has no domain yet but its name matches the domain, it's reused and the domain is saved to it.
• It creates companies when there's no match. The new company gets the domain, and where the domain is recognised, a name and logo too.
• It skips personal email. Free providers such as Gmail, Yahoo, Outlook and iCloud are always excluded, so you don't end up with a company called "Gmail".
• It leaves existing links alone. A contact who is already linked to a company is not moved.

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.

• Contacts with business email addresses. Domain matching only works on business emails, not free personal ones.
• A quick look at your existing companies. If you already have duplicates, sort them out first, because duplicate prevention only blocks new duplicates. It doesn't merge the ones you already have.
• A list of any domains you don't want used for matching, such as your own business domain or a shared domain your clients use.

1. Open your company settingsGo to Settings, then Objects, then Companies.
2. Find AutomationsScroll to the Automations section. You'll see these options:
   • Automatically create and associate companies from contact business names
   • Create companies from contact's email domain
   • Enrich companies automatically
   • Automatically prevent duplicate companies
3. Turn on the recommended settingsSwitch on Create companies from contact's email domain, Enrich companies automatically and Automatically prevent duplicate companies. We recommend leaving the business name option off, so email domain matching stays in charge.
4. Exclude any domains you don't want matched (optional)Under Create companies from contact's email domain, select Exclude domains from automatic association. Enter the bare domain, for example acme.com, and add it.
5. Choose what happens to your existing recordsWhen email domain matching is on, two options are ticked by default. Fill in domains for existing companies adds domains to companies that don't have one. Apply to existing contacts links your existing contacts to companies, and creates companies where needed. If both are ticked, domains are filled in first, then contacts are processed.
6. SaveClick Save changes. Any processing of existing records runs in the background, so you can keep working.

• Enter the bare domain only. Use acme.com, not https://, www., a page path or an email address.
• One domain per company. If a business uses more than one domain, you'll need to handle the others manually.
• Matching is exact. acme.com and mail.acme.com are treated as different domains.
• Your own entries are safe. Filling in domains never overwrites a domain you typed in yourself.
• Filling in domains can't be undone. Have a quick look at your company list before you run it.

• Turning it off doesn't undo anything. Switching the settings off stops future processing, but companies, links, domains and logos already created stay as they are.
• Enrichment is best effort. If a domain isn't recognised, the company is still created, with a name based on the domain. A missing logo doesn't stop the company being created.
• Want to refresh names and logos? Turn Enrich companies automatically off, save, then turn it back on and save again. That runs a one-time re-enrichment of your existing companies.
• Exclusions only apply to email domains. A company can still be created from a business name if that option is on.
• Some domains are skipped when filling in. Free email, social and website-builder addresses (such as Facebook, LinkedIn, Wix, Squarespace and Linktree), values that aren't domains, and domains that would clash with another company.

1. Exclude your own domain. If your team's addresses end up as contacts, add your business domain to the exclusions so you don't create a company for yourself.
2. Run the backfill once, then let it run. Tick both existing-record options the first time you switch it on so your old contacts are sorted too. After that, new contacts are handled as they arrive.
3. Spot when one business sends several leads. Three enquiries from the same company in a month is a sign of real interest. Check your companies list and give that business a personal call.
4. Clean up your old duplicates. Duplicate prevention stops new ones, but it won't merge the past. Sort your companies list by Domain name and tidy up any doubles by hand.
5. Check in after your next import. If you import a list of business contacts, open a few afterwards and confirm they've been linked to the right companies before you send a campaign.