Use Company Fields Across the Platform

Company fields — name, website, industry, or any custom field you've added — aren't limited to the company record itself. You can pull that data into almost anything else you build in Vendi Today.

Where you can use them

• Workflow actions — emails, SMS, contact updates, and notifications
• Email templates and campaigns
• Conversations, when messaging a contact directly
• Document and contract templates
• Bulk operations
• AI-assisted responses in conversations

Standard fields available

Name, Email, Phone, Website, Address, City, State, Country, Postal Code, and Description — plus any custom field you've created on the Company object, which becomes available the moment you create it.

Inserting a company field

1. Open the Custom Value Picker in whatever editor you're working in (email, workflow, document, etc.).
2. Select the Company group.
3. Choose the field you want to insert.

This drops in a merge tag — for example, {{business.name}} — that resolves to the actual company data when the message or document is generated.

Things to keep in mind

• If a contact isn't linked to a company, company merge tags resolve to blank rather than showing an error.
• An empty company field also resolves to blank — there's no built-in default text for company fields the way there is for some contact merge fields.
• If you update a company's field value, anything referencing that field reflects the new value the next time it's generated — past messages already sent aren't retroactively updated.