Custom fields - Automate Business

Custom fields allow your workspace to capture tailored business attributes beyond standard CRM properties. You can configure custom field definitions independently for Leads, Contacts, and Products.

CRM customization settings showing attribute configuration for lost reasons, tags, and lead sources

Supported field types

Field type	Description	Permitted values / format
`text`	Short or long alphanumeric strings	Free-form string (such as job title or region)
`number`	Numerical values or quantities	Integer or floating-point number (such as deal size)
`date`	Calendar dates	ISO 8601 date string (`YYYY-MM-DD`)
`dropdown`	Single-select choice from configured options	String matching an element in `options`
`multi_select`	Multiple choices from configured options	Array of strings matching elements in `options`

Configuration rules

Options array: Required when creating dropdown or multi_select fields.
Entity scoping: Metadata definitions are scoped to their respective resource endpoints (/leads/custom-fields, /contacts/custom-fields, /products/custom-fields).
Unpaginated retrieval: Listing custom fields returns the entire set of registered field definitions for the workspace in a single response.