Nimble lets you create custom fields to track the data that matters most to your business. From past transactions to job history or personal interests, you can store everything in one place.
Custom fields also make your outreach more personal by letting you tailor messages using each contact’s unique data. For example, your marketing team can import webinar attendance from tools like Zoom, segment contacts based on what they attended, and avoid sending duplicate or irrelevant content.
The result? Cleaner data that enables accurate segmentation and more relevant engagement.
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Let’s dive in and see how it works in action!
How Nimble Custom Data Fields Work
You can apply custom fields to contact and company records in several ways: in-app, by importing a CSV, or through integrations such as Mailchimp.
*** Learn more about importing contact data with custom fields in our support guides:
How to Create Custom Data Fields
To create custom fields, take the following steps:
Navigate to the Settings >> Data fields (or click your avatar in the top right-hand corner and select Data Fields)
Under Manage Custom Fields section, Click + Add New Tab to create a new section for your custom data fields
3. Type the name for the tab that will host your data fields (i.e.: “Marketing”, “Accounting”, or “Sales”).
Note: You may decide to display this tab in "All Contacts", "People", or "Companies".
4. Select “Create tab” after you have named your tab.
5. Now add Data Fields to your Custom Tab:
During this step, you’ll see the two available options for custom data fields:
+ Group: Consider this as a sub-tab where you can easily group your fields. For example, if you create an “Accounting” tab, you may create a group titled “Transactions” or “ YTD Sales”.
+ Field: Create single standalone fields
Click on either + Group or + Field. On the right, under "Create New Field", label your field and determine the field type:
You can create the following field types:
Short Text - Single line text. Maximum of 500 characters.
Long Text - Multiline text. Supports line breaks.
Select Box - Create a dropdown selection of options
True/False Flag - A simple true/false flag. Presented as a checkbox on the edit and view form.
User Field - Displays a dropdown with all active users
Date Field - Represents dates. Optionally, you can store dates with times
Address Field - Displays as a set of address fields (zip, country, state, city, street, etc.)
Number - Displays a number as whole number, decimal number, percentage, or currency
Note: Once a field is created and its type is selected, the field type cannot be changed.
You can also choose multiple values on field creation. Just toggle the switch to the right.
6. To add additional fields, repeat step 4 to create more groups or fields for the same tab.
Nimble tip: To rearrange the order of the fields and groups, just move your cursor over any field entry and "drag and drop." You may also move fields to another tab or group in the User Field Settings.
Adding Custom Values to Additional Lead Fields
Under the Data Fields >> Manage Custom Fields tab, you can add your own values to the existing 'Lead Type,' 'Lead Source,' and 'Lead Status' fields:
For this, take the following steps:
Click the Additional Lead Fields tab
Select the field you want to update.
Click Add Value on the right.
Repeat to add as many values as needed:
Note: at this time, you cannot edit or delete lead fields, but you can delete any values you’ve added.
Managing Custom Data Fields from a Contact Record
Once your custom tabs and fields are created, they’ll appear in both contact and company records.
To add information, open a record, select the Data Fields tab, and use in-line editing to quickly enter data:
Note: You may also bulk-update custom fields via CSV import. You can learn more about this here.
Using Nimble Custom Data Fields for Targeted Engagement
Nimble custom fields allow you to track information unique to your business, helping you create targeted lists and engage the right contacts. Here’s how you can make the most of custom fields:
Track customer data – e.g., use a True/False field to indicate returning customers.
Populate your fields – enter data directly in contact or company records via the Data Fields tab.
Segment your contacts – use Nimble’s Segmentation feature to organize lists based on your custom fields.
Save your segments – keep frequently used lists as Saved Segments for quick access.
Engage your contacts – send messages to your segments using Group Messages and Nimble templates.
Monitor campaign performance – view opens, clicks, and unsubscribes on the group messages reports page.
If you have any questions, please write to us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.