Form Support for Custom Object & Company Object Fields
Forms, surveys, and quizzes help you collect data from your customers. However, when using the Custom Object and the Company Object, there was no native way to include this information. With this release, we’re bridging that gap, enabling you to capture data natively. Let’s check how to use it!
⭐️How To Add A Custom Object Or Company Object Field?
Head to the Form, Survey, or Quiz tab and create or edit a build.
Click the plus sign icon to add an element and switch to the Add Object Fields option.
Open the drop-down menu and select Company or Custom Object.
Drag and drop your fields into your build, then select or create the association and click Save.
⭐️Why Is This Feature Beneficial To Your Company?
Native Integration: Add fields from Custom Objects and the Company Object directly. Submissions automatically associate related contacts and object records, improving your data collection.
In-Builder Editing: Configure associations or update object settings right from the builder, no need to leave the form editor!
Automatic Sync: Submissions instantly update both contact records and linked object records, keeping your CRM data clean and in sync.
This release connects your Custom Objects and Company Objects directly to your CRM’s data collection tools, helping you create complete relationships in one submission. We hope you enjoy it!
