🏢 Use Associated company fields in custom value picker across platform

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The Company Object Enhancements
The Company object has become significantly more useful. You can now reference both standard and custom Company fields across the platform as custom values. This includes usage in emails, workflows, contracts, conversations, and AI context. All the rich business context you’ve been storing on Company records can now facilitate personalised and automated communications.

  • Company Fields in the Custom Value Picker — Choose from standard fields and all your custom Company fields.
  • Available Across the Platform — Use these features in Workflows, Email Builder, Email Campaigns, Conversations, Documents & Contracts, Bulk Actions, and Conversation AI.
  • Runtime Resolution — Each custom value resolves to the Company linked to the Contact at runtime.
  • 📩 Smarter Personalisation – Refer to a recipient’s company name, industry, account tier, or any custom attribute directly in your messages.
  • 📄 Auto-filled Contracts – Generate proposals and agreements with comprehensive Company context pre-populated.
  • 🤖 Context-aware AI – Conversation AI can now utilise Company information in its replies.
  • ⚙️ More Powerful Automations – Drive workflows using Company data without needing workarounds.
  • 🚀 Increased Value from Your Company Data – Every field you’ve set up on Company is now accessible wherever you communicate.
  1. Open any supported tool (e.g., Conversations or a Workflow Send Email action).
  2. Click on the Custom Value Picker in the editor toolbar.
  3. Select the Company group.
  4. Choose any standard or custom Company field.
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