Custom fields let you customize how you store and organize data in Overloop, and consequently also in your CRM. They give you flexibility to match your CRM structure, import data cleanly, and automate updates. This helps you keep your lead information consistent across tools.
What Are Custom Fields?
Custom fields allow you to add your own data fields to prospects and organizations, beyond the standard fields provided by Overloop.
They behave just like regular field, you can:
View them in prospect details
Edit them manually
Filter, group, or sort by them
Use them in workflows
Map them in integrations
To access, go to Settings > Custom Fields > + Add Custom Field
Available Field Types
You can choose the data type that best fits your use case:
Field Type | Description |
Text (single line) | Short text like names, tags, or identifiers |
Large text (multiple lines) | Notes or detailed descriptions |
Number | Numeric values |
True / False | Yes/No information |
Single option | Dropdown with one selectable value |
Multiple options | Dropdown with multiple selectable values |
Phone | Phone number format |
URL | Website or link |
Date / Date and time | For timestamps or deadlines |
Tip: Use “Single option” or “Multiple options” for standardized lists like sources, industries, or regions.
Where Custom Fields Can Be Used?
Custom fields are available across the entire platform:
Prospect list view (as columns)
Prospect details panel
Filters and grouping options
Bulk edits
Workflows
Imports
Integrations with CRMs
Email and LinkedIn variables
Snippets
Example: Setting “Prospect Source = Overloop”
This example shows how to use a custom field to track where leads come from.
Step 1: Create the Custom Field
Go to Settings > Custom Fields
Click + Add Custom Field
Name it Prospect Source
Choose Type: Single option
Add “Overloop” as an option (you can add more options)
Step 2: Apply It to Existing Leads
Select your desired prospects from the Prospects Hub.
Click Bulk Edit > Update Field > Prospect Source = Overloop.
Confirm the change or update.
Step 3: Automate It for New Leads
Go to Workflows > Create Workflow
Trigger: Prospect is created
Action: Update Field > Prospect Source = Overloop
Save and activate
Now all new prospects will automatically receive this source tag.
Using Custom Fields in CRM Syncs
When you integrate with your CRM:
Go to Features & Integrations > Field Mapping
Map Prospect Source in Overloop to the Lead Source (or equivalent) field in your CRM.
Save your mapping to ensure data stays consistent between platforms.
Best Practices
Keep field names clear and consistent.
Use workflows to automate updates.
Use dropdowns instead of text fields for standardized data.
Map your fields properly to your CRM to prevent sync errors.