Articles on: Data Tools, Tracking Sources & Attribution

How to update custom fields

Once custom fields are created, you can populate them in two ways: automatically via a workflow that runs when a call ends, or manually by editing an individual call record.

Before you start: You need at least one custom field already set up. If you haven't created one yet, see How to set up custom fields.

Option A: Assign custom field values automatically via a workflow

Step 1. Create a new workflow.

Go to Workflows.
Click + Add in the upper right corner.

Step 2. Set the trigger.

Select Call ends as the workflow trigger.

Step 3. Add a filter.

Click the + button.
Select Add filter.
Add the criteria that should be met before the custom field is populated.
E.g. Calling country = United States to target only US calls.

Depending on the nature of your custom field, you can apply it through the filter criteria or as a standalone action at the end of the workflow.

Step 4. Add a perform action step.

Click +.
Select Perform action.
Select the custom field you want to populate.
E.g. USA leads.

Step 5. Set the value and enable the workflow.

Enter the value to assign in the pop-up (for example, 150 for a lead value field).
Click OK.
Click Enable to activate the workflow.

Option B: Update custom field values manually on a call record

Step 1. Open the call record.

Go to Activity > Calls.
Click on the call you want to update.

Step 2. Edit the field value.

In the caller's profile panel, locate the custom field you want to update.
Enter or change the value directly.

Changes are applied automatically; no save button required.

🎉 Your custom field values are now being populated; either automatically on every qualifying call, or on-demand from the call record.

Detailed guide: How to set up custom fields

Detailed guide: How to set up your first workflow

Updated on: 02/04/2026

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