Who This Is For / When to Use
Use this feature if you:
Automate messaging or routing based on company data.
Need to personalize emails, SMS, or notes using company details.
Build workflows where decisions depend on company attributes such as location or business information.
Company Fields Available in Workflows
Company fields now appear alongside contact fields inside the variable picker.
Common company fields include:
Company Name
Phone
Email
Website
Address
State
City
Postal Code
Country
Description
These values are pulled from the company record associated with the contact.
Where Company Variables Can Be Used
Company variables can be used in two places inside workflows:
1. Custom Value Picker
Use company variables inside:
Emails
SMS messages
Internal notes
Workflow actions that support custom values
Example:
Insert Company Name into an email to personalize communication with a business contact.
2. If/Else Conditions
Company fields can also be used inside If/Else branches to control workflow paths.
Example uses:
Route contacts based on Company City
Send different follow-ups depending on Company State
Apply tags based on company location or type
How to Use Company Variables in a Workflow
Open Automations → Workflows.
Create or edit a workflow.
Add or edit an action or an If/Else branch.
Click the Custom Value picker.
Select Company.
Choose the company field you want to use.
Insert the variable into your message or condition.
The workflow will dynamically pull the value from the contact’s associated company record.
Important Behavior
Company variables only populate when a contact is associated with a company.
If a contact does not have a company linked, the variable will return a blank value.
Common Issues and Fixes
Company Variable Is Blank
Cause:
The contact is not associated with a company.
Fix:
Associate the contact with a company record before the workflow step runs.
Company Fields Do Not Appear in the Picker
Cause:
The workflow editor has not refreshed after the feature update.
Fix:
Refresh the page.
Reopen the workflow editor.
Open the Custom Value picker again.
FAQ
Can company variables be used in contact-based workflows?
Yes. Company variables can now be used inside workflows that run on contacts.
Where do the company values come from?
The values are pulled from the company record associated with the contact.
What happens if the contact has no company associated?
The variable returns a blank value. No company data will be inserted.
Can company fields be used in workflow conditions?
Yes. Company fields can be used inside If/Else branches to control workflow logic.
Can I insert company data into emails or SMS messages?
Yes. Company fields can be inserted using the Custom Value picker in any message or action that supports variables.