When using the Upsales default field for Company name in your Upsales form, the field automatically suggests matching companies as you type. This reduces duplicate companies in your account and improves the user experience.
This feature requires the Marketing Automation or Events add-on. If you do not see the toggle in step 4, your account does not have it.
How to activate
- Go to Marketing → Forms & landing pages
- Open or create your form
- Click the Company field
- Turn on Suggest matching companies. Suggestions appear once the visitor has typed two characters.
How suggestions appear for contacts filling out your form
When the contact selects a suggestion, the company's DUNS number is sent with the form. If a company in Upsales has the same DUNS number, the contact is added to that company. Otherwise Upsales matches on the contact's email address, the company name, the organization number and the email domain, in that order, and creates a new company if nothing matches. See Why are my form submits being added to the wrong company?