CUSTOM FIELDS

Classify and capture call data your
way with custom fields

Custom Fields give you full control to define what matters in every call,
track unique attributes, and adapt data to build a setup that fits your needs.

Call activity view enriched with ai custom field values-fully customizable to your needs

fields custom. insights sharp.

Choose field type- customize your fields and select any form based on your needs

Choose your field type

Customize the way you capture data with flexible field types — choose from a “yes/no” field, list, text, number, or date picker.

Include custom fields in your workflows and automate your processes

Automation made flexible

Use your custom fields for labeling, classification, or even as triggers in workflows — and automate your processes effortlessly.

 Tell AI what your field does and let it set the values instantly

Let AI understand the context

Describe what your custom field does to Nimbata’s AI and let it choose the right value every time
.

from raw conversations to
clean, actionable data

Segment leads your way with custom fields

Quick scan of leads that meet certain criteria— custom fields separate high-value prospects from the rest.

Precise attribution, smarter spend

Achieve more accurate attribution by capturing the details that matter most. Tag calls with campaign, keyword, or channel data to uncover exactly which marketing efforts generate the most valuable leads.

Flexible at every stage

As your business grows, custom fields adapt — giving you the flexibility to track new metrics, categories, or KPIs without changing your core process.

Send structured data into your CRM seamlessly

Enrich call data with the details you choose and send it straight into your CRM without extra effort.

Call Activity view showing segmented leads with custom fields highlighting high-value prospects

CAPABILITIES FOR FAST MOVING TEAMS

more flexible than your yoga instructor

Adaptable
Define fields in multiple formats — from dropdowns and checkboxes to numbers, text, or dates.
Insightful
Use custom fields to enrich call data with details that make reporting sharper and decisions smarter.
Modifiable
Capture unique details about leads, deals, or campaigns to tailor follow-ups and segment more effectively.
Transferable
Duplicate proven custom field structures to save time and ensure consistency everywhere.
Actionable
Transform field values into actions — like sending leads to your CRM, updating ad platforms, or alerting your team.

deliver custom field data across your
tools & automate instantly

Custom fields don’t just live in Nimbata..
Push values into CRMs, ad platforms, or team

apps and watch processes run automatically

Custom fields syncing in real time with your integrations- HubSpot, Salesforce, Google Ads, Slack, Google Sheets

Integrate custom fields in real time

Sync enriched call data from custom fields directly into HubSpot, Salesforce, Google Ads, Slack, Google Sheets, and more — no extra steps required.

Trigger workflows with custom field ad push clear data to your favorite apps in seconds

Trigger workflows with custom fields

Set automations based on custom field values. Whether it’s “Lead Quality: Hot” or “Campaign: Branded,” workflows can update your CRM, fire off alerts, or push conversions to Google Ads automatically.

want to go deeper into how it works?

Here’s a little FAQ

What is a custom field?

A custom field is a user-defined property you add to call records to capture extra details (like dropdown, checkboxes, text, numbers, or dates) that help you organize, classify, and automate your data.

Can I push values to my custom fields with AI?

Yes, you can use AI to automatically push values into your custom fields. All you need to do is provide AI with a short description of what each field is meant to capture (e.g., “Lead quality: High, Medium, Low”). From there, AI analyzes your calls and fills the fields with the right values, saving you time and ensuring accuracy.

Can I use custom fields as triggers on my workflows to automate my processes?

Yes. You can use custom fields as triggers in your workflows. Once you define a field (e.g., Lead Quality: High), you can set automation rules so that when that value is assigned, it kicks off actions — like creating a CRM contact, sending a Slack alert, or logging a Google Ads conversion — all automatically.

Why should businesses use custom fields?

Custom fields let you capture the exact data your business needs — beyond default fields. They give you flexibility to organize, classify, and automate call data in ways that match your processes, making insights more accurate and workflows more efficient.

Book your personalized demo and meet the team
team

Book your 30-minute personalized demo
with the team
!

We’ll actually show you the product and how it can work for you – not a slide deck!

  • No ghosting
  • No cookie-cutter decks
  • Deep Call Tracking Knowledge

your process, your modules
check out our toolbox & take what works for you

Mix and match Nimbata features to design
the setup that works best for your team.

Dollar Values- try more features

Dollar Values

Drive better ROI with real revenue tracking

Rating- Try more features

Rating

Score calls your way with customizable star ratings

Tagging- try more features

Tagging

Create custom call categories based on intent, sentiment and status

Your call tracking tool
doesn’t have to suck!

Flexible Product, Expert Support, Transparent Pricing.