Custom Fields and Captured Notes
Custom fields are the things you want to know about every organization you talk to — which competitor they use, their tech stack, team size, buying timeline. You define the fields once, and Funnelfeedr fills them in from your calls, external meetings and emails. Fields linked to your CRM (HubSpot or Pipedrive) stay in sync both ways: captured values land on the record in your CRM, and values entered in the CRM come back into Funnelfeedr when it syncs.
Custom fields live under Settings → Playbooks → Custom Fields.
1. Add a field
Click Add field and fill in:
- Name — what the field is called.
- Description — what should go in it. Write this for the AI as much as for your team: it is the instruction the extraction follows.
- Type — one of:
| Type | Value |
|---|---|
| Text | Free text |
| Single choice | One of a fixed list of options |
| Multiple choices | Any number of a fixed list of options |
| Yes/No | A boolean |
| Number | A number |
For Single choice and Multiple choices, add the allowed values under Options — type them comma-separated and press Enter. Remove one by clicking the × on its chip.
Click Create to save.
2. Turn on auto-extraction
Each field has two toggles:
- Active — whether the field is in use at all.
- Auto-extract — lets the AI fill the field in from your conversations.
New values do not silently overwrite what you have. Filling an empty field, or adding a new option to a Multiple choices field, is applied straight away and can be undone. A value that conflicts with the one already stored goes to Todo → Approvals for someone to review.
Everything the AI captures from conversations — fields, notes and prompt answers — requires a Close seat. Without one, you can still define fields and fill them in manually; the page tells you and links to Manage seats.
3. Link a field to your CRM
If you have a CRM connected, a captured value can be written straight onto the record there, and a value entered in the CRM is brought back into Funnelfeedr when the CRM syncs.
Creating a field from a CRM field: when you click Add field, switch from Manual to From a CRM field and pick the field in your CRM. Funnelfeedr fills in the name and picks a matching type. This option only appears when a CRM is connected and active.
Linking an existing field: click the link icon on the field's row.
In the link dialog you can:
- Pick the CRM field to link to. Only CRM fields of a compatible type are listed.
- Toggle Overwrite existing CRM values — off, a value already in your CRM is left alone; on, Funnelfeedr overwrites it.
- Use the Create "…" in … button if the field does not exist in your CRM yet — Funnelfeedr creates it there for you.
- Unlink to break an existing link. The Funnelfeedr field and its values stay.
Linked fields show a chip on the row with the CRM name and the CRM field name.
4. Notes and insights
Below the fields is the Notes & insights section, for the things that do not fit a structured field.
- Capture relevant information automatically — when on, Funnelfeedr records anything noteworthy it hears about an organization as a note on it, without you specifying what to look for.
- Prompts — a named question you want answered from your conversations. Click Add prompt, give it a Name and a Prompt ("What is holding this deal up?"), and switch it on with the toggle on its row. Each active prompt is answered and the answer is stored on the organization.
Notes and prompts run on a conversation when the AI finds facts about the organization in it, not on every call — a short call with nothing to say about the company adds nothing.
5. Edit or delete a field
Click the pencil icon to edit a field, or the × to delete it. Deleting a field also removes every captured value for it — the confirmation dialog says so. Set a field to Inactive instead if you only want to stop collecting it.
Tips
- Write the Description as an instruction, not a label. "Which CRM the company uses today, if they name one" extracts far better than "CRM".
- Prefer Single choice over Text wherever a fixed set of answers exists. It is the difference between a field you can filter on and a field you can only read.
- Leave Overwrite existing CRM values off when you first link a field, check what lands in your CRM for a week, then decide.
- Start with three or four fields. Every extra field is another thing the AI has to look for on every call.