Use Associated Company fields in custom value picker across platform
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.
✨ What's New
Company fields in the Custom Value Picker — 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.
💡 Why It Matters
📩 Smarter personalization - reference a recipient's company name, industry, account tier, or any custom attribute directly in your messages.
📄 Auto-filled contracts - generate proposals and agreements with full Company context pre-populated.
🤖 Context-aware AI - Conversation AI can now use Company information in its replies.
⚙️ More powerful automations - drive workflows with Company data without workarounds.
🚀 More value from your Company data - every field you've set up on Company is now usable wherever you communicate.
🛠 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.
