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CRM and sales

What is a custom field?

A custom field is a data attribute a business adds to contacts or leads beyond the standard ones: text, number, date, dropdown, checkbox or URL fields such as vehicle number, preferred branch, exam, budget band or membership ID. Custom fields are filled by forms, WhatsApp Flows, chatbot questions, imports and agents, and used by segments, templates and automation.

Updated 29 Aug 2026 · 1 min read

On this page
  1. Why it matters
  2. In VGraple CRM
  3. Related terms

CRM AND SALES

Custom field

A custom field is a data attribute a business adds to contacts or leads beyond the standard ones: text, number, date, dropdown, checkbox or URL fields such as vehicle number, preferred branch, exam, budget band or membership ID. Custom fields are filled by forms, WhatsApp Flows, chatbot questions, imports and agents, and used by segments, templates and automation.

template variablecontact segmentwhatsapp flowscontacts

Custom field in one line

Why it matters

Custom fields are where WhatsApp data becomes CRM data: the answer to a flow question stops being a message in a thread and becomes a filterable attribute. They also feed personalisation: a template variable mapped to a field fills itself for every recipient.

In VGraple CRM

Fields are defined in settings per object with a type and options; flow question nodes and WA Flow forms save directly into them, imports map columns to them, segments filter by them, template variables map to them with fallbacks, and the API exposes them. The contacts guide covers setup.

Template variable, Contact segment, WhatsApp Flows, Tag.

Frequently asked questions

How many custom fields can I have?
No fixed cap; keep to the ones you will filter or personalise on.
Can a field be required?
In forms and Flows, yes; on the contact record fields are optional.
Are custom fields encrypted?
Fields marked as personal are encrypted at rest like standard PII fields.

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