New

New

New

View Linked Organization Information in Contact Lists and Processes

Aug 6, 2025
Aug 6, 2025
Aug 6, 2025

Custom Field values of linked Organizations can now be viewed directly within Lists and Processes of type Contact.

Previously, important lead qualification data was stored only at the organization level. This made it difficult to identify high-potential leads and take timely action.

With this update, leads can now be filtered and followed up on based on their organization's information — such as data collected from lead capture forms. For example, sequence emails can be sent only to leads whose organizations meet specific criteria.

This allows for easier lead qualification with minimal form input, helping improve response rates without requiring detailed company information upfront.

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