With custom fields in Salesmsg, you can save all the little details that make your contacts unique - like their address, birthday, pet’s name, or even their website. It’s the easiest way to keep personalized info right where you need it.

Custom fields let you save extra details about your contacts - anything from birthdays to favorite snacks.

When you create a custom field in Salesmsg, you’ll pick two things:

Once you create a custom field, it becomes available for all your contacts. And if you want, you can make it visible right on the contact card inside the Conversations view - super handy for quick reference.

It only takes a minute to get started:

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:

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.

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:

Child accounts can now access and use custom Contact fields created and updated by their Parent account. This allows Salesmsg organizations to share key contact information across accounts while maintaining their individual workflows and automations.

This can be used when when Parent accounts use HubSpot’s Create or Update Contact action to push important information: such as tags, lifecycle stage, or location into Salesmsg.

Child accounts can then reference that data for:

Now for the fun part—put those fields to work!

You can pull custom field info right into:

For example:

Hey [First Name], your appointment is on [Appointment Date]. See you soon!

Salesmsg automatically fills in the right info for each contact—so your messages feel personal without the extra work.

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 custom field data using a CSV file?
Yes! If your CSV includes a column with data for a custom field (like “Address”) and that field already exists in Salesmsg, the system will match and import that data automatically.

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