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Custom Fields

Custom fields let you store extra information on lead records beyond the built-in fields. You define them once and they appear on every lead in your workspace.

Available Field Typesโ€‹

TypeDescription
TextSingle-line text input
TextareaMulti-line text input
NumberNumeric value
DateDate picker
DropdownSingle selection from a list you define
CheckboxTrue/false toggle
URLWeb address

Creating a Custom Fieldโ€‹

  1. Go to Settings โ†’ Scoring Rules (sidebar group: Settings).

    Custom field definitions are managed under Settings โ†’ Custom Fields in the sidebar.

  2. Click New Custom Field.
  3. Fill in:
    • Label โ€” displayed name on the lead form (e.g. "Industry")
    • Field Key โ€” internal identifier (e.g. industry). Auto-generated from label; must be unique.
    • Type โ€” select from the types above
    • Options โ€” (for Dropdown only) enter each option on a separate line
    • Required โ€” whether the field must be filled when creating/editing a lead
  4. Click Save.

The field immediately appears on all lead create/edit forms and in the lead detail view.

Editing a Custom Fieldโ€‹

  1. Go to Settings โ†’ Custom Fields.
  2. Click the edit icon next to the field.
  3. You can change the label, required status, and options (for dropdowns).
  4. The field key cannot be changed after creation (it may be used in automations and filters).

Deleting a Custom Fieldโ€‹

Click the delete icon next to the field and confirm.

โš ๏ธ Deleting a custom field removes it and all its data from every lead record. This action cannot be undone.

Using Custom Fields in Automationsโ€‹

Custom field values can be checked in Condition steps:

  • Use Field Equals or Field Contains condition types.
  • Enter the Field Key as the field name.

Using Custom Fields in Filtersโ€‹

On the leads list, use the Advanced Filter to filter by any custom field.

Form Field Mappingโ€‹

When building a form, set the Field Key on a form field to match a custom field key (e.g. industry). Submissions will then populate the custom field on the created lead.

Best Practicesโ€‹

  • Use short, snake_case field keys (e.g. company_size, lead_type).
  • Add only fields you actually use โ€” too many fields clutter the lead form.
  • For dropdowns, keep options consistent to enable reliable filtering.