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.
Note: Feature available when Marketing Automation Add-on is active
How to activate
- Go to Marketing>Forms & landing pages
- Open or create your form
- Click the company field
- Toggle "Suggest matching companies from Bisnode" to ON:
How suggestions appear for contacts 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.