Ask for a company name

Add an Ask for company step to collect the name of someone's company or organization. Any reply is accepted and saved to the contact.

Add an Ask for company step to collect the company or organization someone is with. Whatever they reply is saved to the contact as their company.

Steps

  1. Open your flow under Data Capture Flows.
  2. Click Add a step, or the + where you want it.
  3. Under Capture data, choose Ask for company.
  4. Edit the Question. It starts as "What company are you with?"
  5. Click Add & save.

Ask for company can be added once per flow.

Where the answer shows up

  • On the contact's page, as Company recorded in the timeline.
  • In your CSV export, in the company column.
  • In notification emails, as a row in the email.
  • In personalization: Insert personalization offers Company, which adds {{contact.company}}.
  • In webhook and Zapier data, as company and company_name.

Tips

  • Any reply is accepted, so there's no retry for this question.
  • At a trade-show booth, ask for the email first and the company second. If someone walks off after one answer, you still have the address.
  • If you need a job title or role too, add a Collect custom data step. See Collect custom data.

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