Automated Company Assignment

Name: Automated Company Assignment
Brand: b2accelerator
Availability: InStock

Automated Company Assignment allows newly registered users to be automatically assigned to a customer group based on the data in their registration form. Customer groups can have price lists and custom messaging assigned through our automated system without manual intervention from your sales team.

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Reduce friction in B2B onboarding by assigning customers to the right company automatically. Automated Company Assignment links a new or existing customer to a Shopify B2B company record based on rules like email domain, invited lists, customer attributes, or registration data. This helps ensure the right pricing, permissions, and payment terms apply immediately.

When a customer registers or is created, rules evaluate identifiers such as domain, approved lists, or submitted fields. The customer is then associated with the correct company and location in Shopify B2B. This can trigger follow-up workflows like applying catalogs, price lists, or payment terms.

Auto-attach buyers to the right company account
Reduce manual account cleanup and misassigned pricing
Speed up access to B2B catalogs and terms
Enforce governance for multi-buyer enterprise accounts

Industries That Benefit

Manufacturing

Logistics / 3PL + Warehouse Operations

Government, Education + Public Sector

Wholesale Distribution

Industrial Supply