Custom Values are reusable placeholders that store information you use repeatedly across your CRM, such as your business name, booking link, or support email. Set the value once and reference it anywhere, so updates only need to be made in a single place.

Frequently Asked Questions #

What are custom values? #

Custom values are reusable, account-level placeholders that hold information you reference often, like a business name, phone number, or scheduling link, so you can insert it consistently across your CRM.

How are custom values different from custom fields? #

Custom fields store data unique to each contact or record, while custom values store a single shared value used the same way everywhere, regardless of the contact.

Where can I use custom values? #

Custom values can be inserted into emails, text messages, workflows, funnels, and other content wherever you want a consistent piece of information to appear.

Why should I use custom values? #

They save time and reduce errors. When the underlying information changes, you update the custom value once and every place that references it reflects the new value automatically.

Where do I manage custom values? #

Custom values are managed in the Settings area under Custom Values, where you can create, edit, and organize them.

Can custom values be updated automatically? #

Yes. Custom values can be set and updated through workflows, allowing automations to populate or change the stored value based on triggers and actions.