What are custom fields?

Custom fields allow you to give your agents even more information about a lead. In addition to the regular lead information fields such as email, company, you can define a new fields.

For example, if you have a real estate sales team, you can define a custom field to be the type of property the lead is interested in.

How can my agents use the custom field?

Your agents may utilize a custom field to get additional information about a lead and gain better insights before they call them.

You may also include a custom field in the whispertext so that they can listen to lead details before pressing "1" to connect with the lead.

Where do I start using custom fields?

To create a custom field, go into your Account Settings from Settings page.

Then, scroll to the bottom where you'll find the Custom Field section.

When you click on "+ Custom Field" button, a panel will appear prompting you for the name of the custom field. Be descriptive since this is what your agents will see.

In our case, we'll be creating a custom field called "Property Type".

You'll also notice a Whispertext Keyword appear. You can set this keyword to the Whispertext and Post-Call Whispertext within your Team settings.

Name of the Custom Field

If you go to the Leads tab and click into "Manage" for a lead, you'll see your new custom field. In our case, the Property Type field appears here.

You can populate the custom field manually or via an integration.

Below, we're going to point out two examples on how to populate your custom field.

Populating the custom field through Zapier

Connect the Trigger app as usual. Then, choose Callingly as the app and select an event, Afterwards, you can insert data into the new custom field you created.

In our case, we can see our new Property Type custom field in Zapier.

Then, complete the setup of the zap and that's it! Leads can now be fed into Callingly with information you've just defined in the custom field.

Populating the custom field through Hubspot

When connecting the native Hubspot integration with Callingly, you can find your custom field as one of the Lead Fields.

There are many other apps you can take advantage of custom fields for. We've only shown Zapier and Hubspot above.

Using the Custom Field in Whispertext

Whispertext allows your agent to hear lead information before connecting with the lead.

After you've created the custom field in the Account Settings, you'll notice a Whispertext Keyword column.

If you'd like to your agents to listen to the custom field in the Whispertext, simply take the Whispertext Keyword, go to your Team Settings, and paste the Keyword into the Whispertext message.

In the image above, you'll see our custom field keyword {{property-value}} was pasted at the end of the message.

Once you're done, remember to hit "Save" at the bottom of the panel.

That's it! You've successfully set up a custom field within Callingly.

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