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How to Create a Custom Field and Add It to a Dynamic Lead Form

Sarah Bilecki
Updated

Dynamic Lead Forms support custom fields so you can collect the details that matter most to your business and keep them connected from inquiry through booking.

To add a custom field to a Dynamic Lead Form, the custom field must already exist and be linked to the Lead object before it can be added to a form.

Step 1: Create or Update a Custom Field

  1. Navigate to Settings → Custom Fields.
  2. Create a new custom field or click Edit next to an existing custom field.
  3. Choose the object type for the custom field:
    • Event
    • Booking
    • Account
    • Contact
  4. Enable Add to Lead Object.
  5. Click Update or Save.

Step 2: Add the Custom Field to a Dynamic Lead Form

  1. Navigate to Settings → Lead Forms.
  2. Open the Dynamic Event Form or Dynamic Booking Form you want to update.
  3. In the builder, open the Fields tab.
  4. Click Add Field.
  5. Select the custom field you linked to the Lead object.

Step 3: Customize the Field on the Lead Form

After adding the custom field to the form, you can:

  • Reorder the field using drag-and-drop
  • Update the guest-facing label
  • Mark the field as required or optional

Notes:

  • Custom fields cannot be created directly from the lead form builder
  • Lead custom fields cannot be edited from within the lead form
  • Any changes to the custom field itself must be made in Settings → Custom Fields

 

Helpful Resources: