How to update custom fields

Ever wanted to add specific details to your call records beyond the standard information? This guide will show you exactly how to assign custom properties to your calls, both through automation and manually. With custom properties, you can gain deeper insights into your calls and make your data more meaningful.

How to assign custom properties to call records

Step 1. Go to Workflows, then click on the '+ Add' button on the upper right corner to create a new workflow.

Step 2. Once in the workflow edit screen, select the trigger of the workflow to be 'Call Ends'.

Step 3. Click on the '+' plus button and select 'Add filter' and add the criteria you wish to be in effect, before assigning the custom property to your call. To filter calls so only ones from the US come through, select 'United States' in the 'Calling Country' criterion.

Step 4. Click on the '+' plus sign once more and select 'Perform action'. Then, select the custom property you later need to assign to a call flow. We'll go with 'USA Leads' in this case.

Step 5. Assign the value for each lead (we went with $150) on the pop-up menu and click on 'OK'. Finally, click on 'Enable' to activate your workflow.

How to assign custom properties to call records manually

Step 1. Go to Activity > Calls and click on the call you wish to update.

Step 2. In your caller's profile, locate the custom property you wish to update and make the necessary changes. Your updates will be applied automatically.

That was it. Quick and easy, right?

Updated on: 22/08/2025