Call Data
Custom Fields: capture the call details your business runs on
Add your own fields to every call, like lead status, appointment date or quote amount. Fill them by hand, with a workflow or with AI, then filter, report and act on them.
14-day free trial · No credit card · Billed per answered call
Your custom fieldsHome services
- Q1Which service did the caller ask about?Text
- Q2Is this a new customer?Yes / No
- Q3What budget or price was discussed?Number
- Q4How soon does the caller need the work?List
Add a field and watch AI fill it in
Calls · last 24 hours
| Caller | Source | AIService | AINew customer | AIBudget | AITimeline |
|---|---|---|---|---|---|
| (512) 555-0142 | Google Ads | Boiler repair | Yes | $450 | This week |
| (512) 555-0177 | Organic search | AC install | No | $6,800 | Next month |
| (737) 555-0103 | Business Profile | Maintenance | Yes | $180 | Flexible |
| (512) 555-0129 | Meta Ads | Water heater | Yes | Not mentioned | Today |
| (737) 555-0164 | Google Ads | Duct cleaning | No | $400 | This week |
| (512) 555-0191 | Microsoft Ads | Heat pump install | Yes | $9,500 | 2 to 3 months |
What are custom fields?
Custom fields are your own details on every call, like a lead status, an appointment date, a quote amount or a yes/no answer. In Nimbata you create them under Organize > Fields as text, number, date, yes/no or list fields. Fill them by hand on the call, or let a workflow set them, pull them from your CRM or generate them with AI from the conversation.
Write a field as a question, like "Which service did the caller ask about?", and AI answers it from the call in the type you chose.
How do custom fields work?
Create a field, fill it on each call, then put it to work.
Create a field
Go to Organize > Fields, choose Create and pick a type. For a list, add its options. A short description helps AI fill it.
1Create
Fill it on every call
Type a value in the call's Fields section, or add the field to a workflow and set it manually, pull it from your CRM or generate it with AI.
2Fill
Put it to work
Add the field as a column in your call report, filter and export by it, use it in workflow rules and send it to your CRM.
3Use
Your data, on every call
The details your team needs, captured the same way every time.
A field for every detail
Use text for notes, numbers for amounts, dates for appointments, yes/no for simple answers and lists for one choice from your options.
Five field types
Text, number, date, yes/no and list fields, so every answer lands in the shape you filter and report on. A list field takes one of the options you set.
Fill fields with AI
Turn on Generate with AI and tell AI how to fill the field. It reads the call and picks a value, one of your options for a list, and marks it Filled with AI. Needs a transcript.
Act on field values
Use any field as a workflow condition, by its type, so a qualified caller who needs financing goes straight to your CRM.
Filter and export by field
Every field is a column and a filter in your call report, a choice for lists, yes or no, a date range or a number, and it comes with your exports.
Send fields where your team works
Send field values with the call to HubSpot, Salesforce, Slack, Google Sheets, a webhook or Zapier, so every tool has the same details.
A week of calls, sorted by your own fields
Each call carries the details you defined, ready to filter, export or send on.
Your call report, with a column for each field
From hang-up to follow-up
Fields filled as the call ends, and acted on straight away.
- The call ends
AI fills the fields
From the transcript, following your prompt for each field.
- Moments later
A workflow checks the values
A qualified caller goes to your CRM with a workflow.
- End of the week
You report by field
Filter your calls by lead status or appointment date, then export them.
Notes vs tags vs custom fields
Notes tell the story, tags sort calls, and fields hold the values you report on.
| Notes | Tags | Custom fields | |
|---|---|---|---|
| What it holds | Free text | Labels from your list | One typed value per field |
| Best for | Context to read | Sorting calls into groups | Amounts, dates, statuses and yes/no answers |
| Filter your calls by | The Notes column | Any, all or none of your tags | The field's type: options, yes/no, a date range or a number |
| Filled with AI | Yes | Yes | Yes |
| In Nimbata | Call Notes | Call Tags | Custom Fields |
Who uses custom fields?
Home services
Capture the job type, appointment date and quote on every call.
Agencies
Record lead quality per client in the same fields every month.
Sales teams
Keep budget, deal stage and next step on the call and in the CRM.
Marketing teams
Report qualified calls by campaign, not just call counts.
Frequently asked questions
What is a custom field?
A custom field is a detail you add to your calls to capture what matters to your business. Nimbata has five types, text, number, date, yes/no and list, which you create under Organize > Fields and fill on each call by hand, with a workflow or with AI.
Can I push values to my custom fields with AI?
Yes. Add the field to a workflow, choose Generate with AI and, if you like, tell AI how to fill it, for example "Qualified if the caller asks for a quote". AI reads the call's transcript and sets the value, picking one of your options for a list field, and the call shows it as Filled with AI. The workflow needs a Transcribe Call step.
Can I use custom fields as triggers on my workflows to automate my processes?
Yes, as conditions. A workflow that runs when a call ends, or when a team member updates a call, can check any field by its type, such as Lead status is Qualified or Financing needed is Yes, and then create a CRM contact, send a Slack alert or log a conversion.
Why should businesses use custom fields?
Custom fields let you capture the exact data your business needs beyond the standard call details. They keep that data in the same shape on every call, so reports are accurate and workflows can act on it.
How does AI know what to put in a field?
It uses the field's name, type and description, plus your prompt if you write one. When the call doesn't say, AI leaves the field empty rather than guessing.
What are Cookie and Local storage fields?
They save values your website keeps in the visitor's browser with each call. Add one under Organize > Fields with the exact name your site sets, and the Nimbata tracking script reads it. You can use the value in workflow rules and send it to your tools.
Can I filter and export calls by a custom field?
Yes. Each field is a column and a filter in your call report, by its type, and is included when you export your calls.
Can I send custom field values to my CRM?
Yes. Field values go with the call to HubSpot, Salesforce, Slack, Google Sheets, webhooks, Zapier and your other integrations. A workflow can also pull a value from a connected CRM into a field.
What happens when I archive a field?
It moves to the Archived tab and stops appearing on your calls and forms. You can restore it anytime.
Which plans include custom fields?
Custom fields are on every plan. Setting them with workflows starts on Pro, and filling them with AI is on the Pro, Marketing and Agency plans, since it needs call transcription.
Still unsure? Talk to a human
Everything you need for call tracking.
Create your first field and capture the details your next call brings.
- 14-day free trial, no credit card
- Billed per answered call
- 24/7 expert support
- No long-term contracts