Capture Any Data You Need
Add unlimited custom fields to contacts and deals. Text, numbers, dates, dropdowns, checkboxes, URLs — store exactly the data your business needs.
Multiple Field Types
Text, textarea, number, date, dropdown, checkbox, URL, and email field types available.
For Contacts & Deals
Create custom fields for both contacts and deals to capture any data you need.
Drag to Reorder
Organize fields in any order with drag-and-drop reordering interface.
Dropdown Options
Create dropdown fields with custom options for standardized data entry.
Required Fields
Mark fields as required to ensure critical data is always captured.
Easy Management
Add, edit, delete, and search fields from a centralized management interface.
The Custom Fields Interface
Browse and filter through custom fields organized by type and entity.
company_sizeannual_revenueindustrylead_sourcewebsitecontract_datedeal_notesBuilt With Care, Down to the Details
API Integration
Access custom field data through the REST API for external integrations.
Workflow Automation
Use custom fields in workflow conditions and actions for smart automation.
Searchable & Filterable
Filter and search contacts or deals by custom field values.
Import & Export
Include custom fields in CSV imports and exports for data portability.
Custom Fields FAQ
Common questions about custom fields in Auto Form CRM.
Text, textarea, number, date, datetime, email, phone, URL, dropdown, multi-select, checkbox, and radio buttons.
Yes. Mark any custom field as required. Required fields must be filled when creating or editing contacts.
Yes. Filter contacts by any custom field value. Save complex filters as lists for quick access.
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Workflow Automation