When using the Upsales default field for Company name in your Upsales form, the field will automatically suggest matching companies to what your contact is typing in the field. This is a way of reducing duplicate companies in your account and improving the experience for the contact filling out the form.
Note This feature is only available when the Marketing Automation Add-on is active for your account.
How to activate
- Enter your form edit mode inside Upsales
- Click the company field
- A sidebar displaying the company field information is shown
- Toggle "Suggest matching companies from Bisnode" to ON
How the suggestions appear for the contact filling out your form
When the contact filling out your form selects a suggestion, the company is either created in Upsales or if already existing, the information and contact are added to that company.
This feature is not available when using the form publishing option Code for custom styling.