Merge Fields & Custom Variables

Custom fields let you capture information that is not included in standard record fields. Use them to store businessspecific data, organize

Custom fields let you capture information that is not included in standard record fields. Use them to store businessspecific data, organize

Custom Object Templates let you create industryspecific CRM structures without building everything from scratch. Each template includes read

Expanded custom field options give you more flexibility over how information is collected, structured, and displayed. New field types and co

Custom fields help you collect and organize information that goes beyond standard contact details like name, email, and phone number. They a

Custom Values are reusable placeholders for information that stays consistent across communications, pages, workflows, and other supported f

Merge fields insert saved data into emails, messages, documents, workflows, calendars, and supported AI prompts. When the content is generat

Merge fields let you personalize messages and documents by inserting saved details automatically, such as a contact’s name, an assigned user

This article explains merge fields and custom variables. You’ll learn about different types of fields, such as custom fields, custom values,