The Company object just got a lot more useful. You can now reference Company fields - both standard and custom - across the platform as custom values: in emails, workflows, contracts, conversations, and AI context. All the rich business context you've been storing on Company records can now power personalized, automated communication.
āØ What's New
- Company fields in the Custom Value Picker ā pick from standard fields and all your custom Company fields.
- Available across the platform: Workflows, Email Builder, Email Campaigns, Conversations, Documents & Contracts, Bulk Actions, and Conversation AI.
- Each custom value resolves to the Company associated with the Contact at runtime.
š” Why It Matters
- š© Smarter personalization - reference a recipient's company name, industry, account tier, or any custom attribute directly in your messages.
- š Auto-filled contracts - generate proposals and agreements with full Company context pre-populated.
- š¤ Context-aware AI - Conversation AI can now use Company information in its replies.
- āļø More powerful automations - drive workflows with Company data without workarounds.
- š More value from your Company data - every field you've set up on Company is now usable wherever you communicate.
š How to Use
- Open any supported tool (e.g., Conversations or a Workflow Send Email action).
- Click the Custom Value Picker in the editor toolbar.
- Select the Company group.
- Pick any standard or custom Company field.
