There are two ways to enter companies in a contact record — a text field that allows you to enter whatever you want, and a dropdown field that allows you to link the contact to existing company records. Unfortunately if you create a web form, only the first option is available, so contacts submitting that form will not be linked to companies automatically. This means a lot of manual work to create new company records (if needed) and then link contacts to them. This plugin helps automate this process. It will:
- Create a new company record from text in the Company field if it doesn’t find an existing record that matches.
- Link the contact to the company record matching the text in the company field.
How to use it
The default company name for a contact