Custom Fields

Create and manage custom fields to capture additional lead data.

Overview

Custom fields let you capture data beyond the standard lead fields. These can be synced to your CRM or used for segmentation.

Creating Custom Fields

1. Go to Settings → Custom Fields
2. Click Add Field
3. Configure the field:
   • Name: Internal field name (e.g., start_date)
   • Label: Display name (e.g., “Preferred Start Date”)
   • Type: Text, Number, Date, Select, or Boolean
4. Click Save

Field Types

Using Custom Fields

In API Requests

Include custom fields in the custom_fields object:

{
  "email": "student@example.com",
  "custom_fields": {
    "start_date": "Fall 2025",
    "time_preference": "Evening"
  }
}

In Webhooks

Custom fields are included in the webhook payload under data.custom_fields.

In CRM Sync

Map custom fields to your CRM fields in Settings → CRM Integration → Field Mapping.

Best Practices

1. Use consistent naming (snake_case recommended)
2. Add descriptions for clarity
3. Use Select type when options are limited
4. Review and clean up unused fields periodically