Custom fields
Beyond name, email and company, you can define your own fields on a contact — industry, deal size, renewal date, a LinkedIn URL, whatever your outreach needs. They become merge tags in your emails and filters in Smart Search.
Defining a field
On the Contacts page, scroll to Custom fields. Enter a name, pick a type, and click Add field. The name is turned into a stable key (Deal size → deal_size) that never changes, so your merge tags and API calls keep working even if you rename the field later.
A column is also created automatically the first time you map a spreadsheet column to "Create new field" during CSV import — those come in as Text.
Field types
The type decides which input the contact form shows and how the value is displayed:
| Text | Anything. The default, and what every pre-existing field is. |
| Number | A numeric value (a thousands separator is allowed). |
A second email address — shown as a mailto: link. | |
| Phone | A phone number (digits, spaces, +, -, brackets). |
| URL | A link — shown as a clickable link; a missing https:// is added for you. |
| Date | A calendar date, shown in your locale's format. |
| Date & time | A date with a time. |
| Yes / No | A checkbox, stored as true / false. |
A field's type is fixed once created. If you need a different type, add a new field and delete the old one.
Validation on save and import
Typed fields are checked everywhere a value is set:
- Contact form & API — a value that doesn't match the type is rejected with a message telling you which field and why. Nothing is saved until it's valid.
- CSV / Excel import — the import isn't blocked. Any cell that doesn't match its column's type is left empty on that contact, and the post-import summary tells you how many cells were cleared.
Using fields in emails
Every custom field is available as {{key}} in a campaign step, with the usual {{key|fallback}} syntax for contacts that don't have a value. See Steps & sequences.