Salesmsg custom properties are the best way to save unique contact information and to keep all the personalized details about your contacts at your fingertips. The possibilities are endless! Save their pet's name, their anniversary, shoe size, favorite color, or even a link to their website.
Introduction
Salesmsg custom properties are very useful. When you create a new custom property for your contacts, you have two things to select. First is a recognizable title for your custom property (i.e "Birthday"). The second is a type. When we refer to "types" of custom properties, the options are Number, Text, URL, and Date.
Of course, when you create a new contact property field, the field will be created for all contacts. You can also dictate if you'd like this custom property added to the contact card on the conversations page.
Creating your first custom property
Open your profile menu on the bottom left side of your screen
Select Settings, and find { } Custom Fields under the "Product" subcategory
Select "Create Field" in the top right
Salesforce Custom Fields
Now you can map custom fields between Salesmsg Contacts and Salesforce Lead and Contact objects. Allowing you to seamlessly push contact data from Salesmsg into Salesforce, enabling streamlined contact management across both platforms.
When you connect Salesforce to Salesmsg, you'll see a Field Mapping section where you can map fields between the two systems. The mapping table includes:
Salesmsg Field: The property you want to sync from Salesmsg.
Phone
First Name
Last Name
Email
Lead (if the custom phone property is available on your plan)
Contact (if the custom phone property is available on your plan)
Salesforce Field: A dropdown where you select the matching Salesforce property.
Mapping Status: Shows whether the fields are successfully mapped.
Once you’ve mapped your fields, data will automatically sync between Salesmsg and Salesforce according to your configured settings. This ensures that your contact information stays up to date across both platforms without manual intervention.
HubSpot Custom Fields
You can now map up to five custom fields from HubSpot to Salesmsg when using the Create or Update Contact action. This enhancement allows you to push contact data directly from HubSpot into Salesmsg fields, making your workflows more efficient and reducing the need for manual updates.
This feature complements the existing Custom Property Sync in your integration settings, which pushes data from Salesmsg to HubSpot. Together, these features enable seamless two-way data synchronization between platforms.
To set up custom field mapping, scroll to the Custom Field Mapping section within the action. For each pair, simply select a HubSpot field (the source), and then a corresponding Salesmsg field (the destination). You can define up to five such mappings. If a Salesmsg field is not selected for a given HubSpot field, that mapping will be ignored.
Supported field types include:
Date (e.g.,
mm/dd/yyyy)URL (e.g.,
https://orhttp://)Number (e.g.,
5)Text (any string)
How do these work for SMS?
Now for the fun part, let's send messages that pull dynamic information based on the value saved in your custom property. You could add your custom properties to Salesmsg Canned Messages, Broadcasts, & Custom Triggers, or even just pull them into a one-off message.
Frequently Asked Questions
Can I map & sync Salesmsg custom fields with my CRM properties?
You can't but your CRM properties are always accessible in the same way custom properties are with the exception of adding them to the contact card.
Can I Import Values to Custom Properties by Way of Importing a .CSV?
Yes, you can. If you have set up custom properties like "Address", are importing a .CSV that has a column for "Address" and there are values in that column associated with contacts you're importing you can import the values for "Address" for your contacts.
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