# Create or Update

### 🎯 **What does this operation do?**

This operation checks if the organization already exists in the system:

* If **does not exist**, **creates a new record** with the provided data.
* If **already exists**, **updates the data** of the organization.

This prevents duplicate records and keeps the data always up to date.

✅ Organization name\
✅ CNPJ\
✅ Address, phones and emails\
✅ Organization owner\
✅ Custom tags\
✅ Company status in the sales funnel

***

### 📂 **How to Configure the "Create or Update" Operation**

#### 1️⃣ **Access the Component**

1. In **Hablla Studio**, open the automation flow where you want to create or update an organization.
2. Add the **Organizations block**.
3. In **right side panel**, select the operation **"Create or Update"**.

#### 2️⃣ **Fill in the Required Fields**

* **Organization Name** (Required field) → Set the company name.
* **CNPJ** (Optional) → If available, enter the CNPJ for unique identification.
* **Identification Rule** → Defines how the system will consider the organization as existing:
  * **Oldest** (keeps the first record found)
  * **Most recent** (updates the most recent organization)

#### 3️⃣ **Add Additional Information** *(Optional)*

* **About** → Description of the organization.
* **Address** → Add ZIP code, street, number, city and state.
* **Phones** → Enter personal or business numbers.
* **Emails** → Add contact emails.
* **Organization Owner** → Select a responsible user.
* **Tags** → Associate 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 necessary fields, click the button **"Save"** ✅.

Now, whenever this automation is triggered, **the organization will be created or updated automatically**.

***

### 📌 **Usage Example in an Automation Flow**

📊 **Scenario:** You want to create a flow where, when capturing a new lead, it is automatically linked to an existing organization or a new organization is created if it is not yet registered.

1. **Block 1** → Capture a **new lead** via form.
2. **Block 2** → Check if the **organization already exists** in the system.
3. **Block 3** → If the organization **exists**, update the data.
4. **Block 4** → If the organization **does not exist**, create it automatically.

Result: 🚀 **The company will always be registered or updated as needed!**

***

### 🎉 **Conclusion**

The operation **Create or Update Organization** in Hablla Studio prevents duplicate records and keeps the data always consistent, ensuring a more efficient and organized CRM.

If you need more support, contact our team! 🚀


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