CRM records and relationships

Roll contact campaigns up to a company

Unions campaign memberships from associated contacts onto a company.

Available recipeIncludes configuration, sample data and tests

Make it your own

Review the setup and limits below, then open an editable copy in Turbyn.

Use this recipe

Your selection stays with you through signup.

What it does

A missing association list prevents clearing membership.

What to customize

Set contact and company membership properties.

Run the included tests with your configuration and mappings. Review success, missing-input and failure results before publishing.

Expected outcome

This included example runs in dry-run mode with synthetic data. Integration tests separately cover provider responses using test doubles. It is not a live customer result.

Sample input

sample-input.json

{
  "inputFields": {
    "field1": "{\"companyId\":\"c1\"}"
  }
}

Sample output

sample-output.json

{
  "outputFields": {
    "output1": "planned",
    "output2": "dry_run",
    "output3": "provider writes suppressed"
  }
}

Returned fields

output1: updated or error
output2: campaign count
output3: campaigns and contributors

What changes when it runs

Reads associated contacts and patches the company campaign membership field.

Ready to try it with your rules?

Map your inputs, test a sample and publish the version you’ve checked.

Use this recipe