Using Company Fields Across the CRM

Overview

Company fields store information about businesses, such as their name, address, industry, or any custom attributes you've added. You can use these fields as dynamic placeholders—called custom values—in various parts of the CRM to personalize content based on the company linked to a contact.

Where Company Fields Can Be Used

You can insert company fields in:

• Workflows: Actions like sending emails, SMS, updating contacts, or sending internal notifications
• Email Builder: Templates and individual email content
• Email Campaigns: Messages sent to multiple recipients
• Conversations: One-on-one messages
• Documents & Contracts: Templates for agreements, proposals, or contracts
• Bulk Actions: Operations that send messages in bulk
• Conversation AI: Responses generated by AI agents

Supported Fields

Both standard and custom company fields are available:

Standard Fields

• Name
• Email
• Phone
• Website
• Address
• City
• State
• Country
• Postal Code
• Description

Custom Fields

Any field you've created for companies, including text, number, date, dropdown, and other types.

How to Use Company Fields

Follow these steps to insert a company field:

1. Open a supported tool, like the Email Builder, a workflow action, or a document template.
2. Click the custom value picker icon in the editor's toolbar.
3. Choose Company from the list of field groups.
4. Select the specific field you want to use, such as Name, Website, or a custom field like Industry.
5. The system inserts a tag (e.g., {{business.name}}) at your cursor position.
6. Save your changes.

When the content is used, the tag automatically pulls data from the company linked to the contact.

Points to Remember

• Company fields only work if a contact is associated with a company. If there's no company, the tag will show blank.
• If a company field is empty, the tag will also render as blank—no default text appears.
• Changes to company field values update in real time and will reflect the next time a custom value is resolved.
• New custom fields you add to companies automatically become available in the custom value picker.