Setup Contact Fields

Setup Contact Fields is the list of information a contact can have for your company — first name, phone, email, and any custom fields you add.

This page does not edit a person’s contact record. Changing a default here does not overwrite names, phones, or emails already saved on contacts.

✨ What you can do#

• See every field a contact can have
• Add extra fields (for example City, Lead Source, or a custom note)
• Copy the Fields Key for SMS, email, workflows, and similar messages
• Set a Custom Default Value used only when that field is empty on a contact

The header has Add. Save sits on the right of the Custom Default Value column header.

Click Save after you type or clear defaults. A success message confirms they were saved.

🔒 Core fields (cannot delete)#

• Phone Number
• Email
• First Name
• Last Name

🔑 Fields Key#

A Fields Key is a placeholder. When a message is sent, it is replaced with that contact’s value.

Example: {{contact.first_name}} → Dev if the contact’s first name is Dev.

Use the key exactly as it appears in the table. Do not change spelling or capitalization.

• Paste the key into an SMS, email, note, or template
• In the workflow builder, use Insert field to pick the same keys from a dropdown

📝 Custom Default Value#

A Custom Default Value is company-wide fallback text for one field. It is not the contact’s saved value.

When the default is used

What a default does not do

• Does not change Contacts, PowerLists, or import files
• Does not replace a field that already has data on that contact
• Does not fill the Contacts screen

How to save a default

1. Open Setup Contact Fields
2. Type the fallback in Custom Default Value
3. Click Save in that column header
4. Clear a box and click Save to remove that field’s default

Example: First Name default Dev is used only when first name is blank. A contact named Sara still gets Sara.

Where defaults and keys are used

After you save, they apply wherever a message uses a Fields Key and that field is empty:

• Conversations SMS
• Workflow SMS, email, RCS, and notes
• Google Calendar event title and description
• Chatbot SMS replies
• AI agent calendar booking text

If the contact already has a value, that value is always used.

➕ Add a contact field#

Use Add when you need a new piece of information on contacts.

1. Click Add
2. Enter the field name using lowercase letters, numbers, and underscores only (spaces become underscores) — for example lead_source, phone_number1
3. Choose the field type:
   • Small String — short text (you can set a length)
   • Text — medium text
   • Long Text — large blocks of text
4. Click Submit

The label under the name box shows how the name will look (underscores become spaces).

Reserved names (main phone, email, first/last name) cannot be created again. Choose a different name if you see that message.

🗑️ Delete a contact field#

Only custom fields show a trash icon. You cannot delete Phone Number, Email, First Name, or Last Name.

1. Click the trash icon
2. Confirm

That column is removed from contacts, and any Custom Default Value for that field is removed too.

🔧 Insert field in the workflow builder#

When a workflow step has a message (SMS, email, notes, calendar title, and similar):

1. Open the step in the builder
2. Use Insert field next to the text box
3. Choose a contact field
4. The matching Fields Key is inserted

The list includes your company’s fields from Setup Contact Fields, including custom fields you added.