Use Company Details in Every Email You Send

The details on a company record can now do some work

You can reference Company fields, both standard and custom, anywhere you use custom values: in emails, workflows, contracts, conversations and AI context. All the business detail you have been storing on Company records can now personalise the messages you send.

What is new

• Company fields appear in the custom value picker, covering both standard fields and every custom Company field you have created.
• They work across Workflows, the Email Builder, Email Campaigns, Conversations, Documents & Contracts, Bulk Actions and Conversation AI.
• Each custom value resolves to the Company linked to that contact at the moment the message goes out.

How to use it

1. Open any supported tool, such as Conversations or a Send Email action in a workflow.
2. Click the custom value picker in the editor toolbar.
3. Select the Company group.
4. Pick any standard or custom Company field.

What it is good for

• Better personalisation. Reference a customer's company name, industry, account tier or any custom field directly in your messages.
• Contracts that fill themselves in. Generate proposals and agreements with the company details already in place.
• AI that knows the account. Conversation AI can use company information in its replies.
• Stronger automations. Drive workflows with company data instead of working around it.

Where to find it

Open the custom value picker in any editor toolbar and choose the Company group.

This update was originally released in May 2026. Menu locations may have changed since.