Custom Fields

Custom fields allow you to extend lead information with additional data specific to your business needs. They can be configured in the Custom Fields page and included in your webhook payload.

Types of Custom Fields

• text: For storing text-based information (e.g., company name, job title)
• date: For storing dates, which can be used for scheduling automation messages or tracking important dates.
• number: For storing numeric values (e.g., order value, employee count)

Key Features

• Embeddable Fields: Can be used in templates and system prompts using variable syntax.
• Required Fields: When marked as required, the webhook will reject leads missing these fields.
• Validation: Each field type has built-in validation to ensure data integrity.

Example Payload

{
  "name": "John Doe",
  "email": "john@example.com",
  "custom_fields": {
    "company_name": "Acme Corp",
    "contract_renewal_date": "2024-12-31",
    "employee_count": 500
  }
}