Create

The Create Organization operation (create) allows you to add a new company to the system, ensuring that all necessary information is properly registered.

🎯 What does this operation do?

This operation creates a new organization record in the system, allowing the filling of information such as: ✅ Company name ✅ CNPJ (if applicable) ✅ Address, phones and emails ✅ Organization owner ✅ Custom tags ✅ Company status in the sales funnel

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📂 How to Configure the "Create" Operation

1️⃣ Access the Component

1. In Hablla Studio, open the automation flow where you want to create an organization.

2. Add the Organizations block.

3. In right side panel, select the operation "Create".

2️⃣ Fill in the Required Fields

• Organization Name (Required field) → Set the company name.

• CNPJ (Optional field) → Enter the company's CNPJ if applicable.

3️⃣ Add Additional Information (Optional)

• About → Brief description of the organization.

• Address → Include information such as ZIP code, street, number, city and state.

• Phones → Add personal or business phone numbers.

• Emails → Enter a contact email.

• Organization Owner → Select a responsible user.

• Tags → Define keywords for segmentation.

• Customer Status → Choose between:

  • Prospect

  • Engaged

  • In Negotiation

  • Active Customer

  • Inactive Customer

  • Advocate

  • Lost

  • Not Qualified

4️⃣ Save the Configuration

After filling in the fields, click the "Save" ✅.

Now, whenever this automation is triggered, a new organization will be created automatically.

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📌 Usage Example in an Automation Flow

📊 Scenario: You want to create a flow where an organization is created automatically when a new business lead is captured.

1. Block 1 → Capture a new lead via form.

2. Block 2 → Create a new organization associated with the lead.

3. Block 3 → Send an internal notification to the commercial team.

Result: 🚀 The company will be created automatically and linked to the generated lead!

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🎉 Conclusion

The operation Create Organization in Hablla Studio is essential for registering companies in an automated and organized way, enabling a more efficient and strategic CRM flow.

If you need more support, contact our team! 🚀