Custom field
Contacts & dataAlso called: custom property, contact attribute, merge data
A custom field stores a value on a contact that the standard fields do not cover — a renewal date, a plan name, a quoted price, an external system's id — for use in personalisation, branching and date-driven automation.
Fields hold values; tags hold facts. The moment you find yourself creating tags named price-under-500, price-500-1000 and price-over-1000, you wanted a field and a comparison.
Date fields are the highest-leverage kind, because they turn a static record into a scheduler. A renewal date on the contact means a renewal reminder can exist without anyone maintaining a calendar.
Fields are also where integration lives. Storing a partner system's identifier on the contact is what lets a later webhook find the right person, which matters more than it sounds when the incoming payload has no email address.
How it works in FrazzleCRM
- ✓An Update Field step can set, clear, copy, add, subtract, multiply, divide, or shift a date forward or back by days, weeks or months.
- ✓Field changed is a trigger, and a date field can drive a trigger or a wait with an offset before or after, optionally repeating annually.
- ✓Fields are readable in branch rules with comparison operators, and merge into email and SMS content.
- ✓Contact lookup can match on a custom field, including a contains match against a field holding many appended values — the pattern for storing an unbounded history of external ids on one contact.
Where teams get this wrong
Date fields have to hold a real date in a consistent format for date triggers and waits to see them. A date arriving from a webhook as free text looks fine on the contact record and silently never fires anything.
Common questions
Can automations do arithmetic on a field?
Yes — add, subtract, multiply and divide are field operations, which is how counters and simple scores are built.
What happens if a merge field is empty?
It renders as nothing, which is how emails end up greeting Hi , — guard personalised openings with a fallback or a branch.
See it on a real map
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Related terms
Merge field
A merge field is a placeholder in message content that is replaced with that contact's data at send time — {{name}} becoming Priya — so one written message can address thousands of people individually.
Tag
A tag is a simple label attached to a contact that records a fact about them — a source, an interest, a state — and which automations can react to, branch on, and use as an exit condition.
Lead scoring
Lead scoring assigns a numeric value to each contact based on their attributes and behaviour, so that sales attention can be pointed at the contacts most likely to buy rather than at the most recent ones.
Inbound webhook
An inbound webhook is a URL your CRM exposes so that other systems can push events into it — a payment succeeded, a booking made, a form submitted — enrolling a contact and carrying the event's data into the automation.
Or browse all 24 terms — grouped by what part of the funnel they belong to.
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