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Custom Fields for Contacts

Store the details that matter to your business on every contact. Custom Fields let you add your own fields — like City, Plan, or Lead Score — and then filter, personalize, and automate with them.

Standard contact details (name, phone, email, company…) are the same for everyone. Custom Fields are the extras that are unique to how you work.

Set them up once, use them everywhere​

Go to Settings → Custom Fields (Owners and Admins) and create up to 10 fields, each with the right type:

  • Text, Number, Date, Choice (pick from a list), Yes / No, Email, or Website.

Once created, a field appears on every contact — fill it in by hand, or bring values in through CSV import.

Where custom fields pay off​

  • Filter and segment — build lists like City is Dubai or Lead Score above 50, then target them in campaigns and sequences.
  • Personalize messages — drop a field's value into your templates and chats so each customer sees their own detail.
  • Power your automations — read a custom field in a Flow to make decisions, and write to one with the Update Contact block so your bot saves what it learns.

Deleting a field never wipes the values already stored on your contacts, so you can experiment safely.

See Custom Fields for the full guide.