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Custom Field → Create

AI-generated

Summary

Creates a custom field in Close for the selected object type, with a name and field type. For Choices fields, supply the dropdown options; for Shared Fields, optionally select which object types can use the field.

Inputs

  • Object Type (required) — Choose Contact, Lead, Opportunity, or Shared Field. Defaults to Lead.
  • Name (required) — The custom field's name.
  • Field Type (required) — Choose Text, Number, Date, Datetime, Choices, User, or Contact.
  • Dropdown Options — For a Choices field, add the option values shown in its dropdown.
  • Object Types to Associate — For a Shared Field, choose Contact, Lead, and/or Opportunity as object types that can use it. Further associations can be added in Close later.

Output shape

A single created custom field record.

The operation submits the selected object type, name, field type, and applicable choice values or shared field associations to Close. The source excerpt does not expose the response mapping, so additional output fields are unspecified.

Examples

Example 1: Create a lead dropdown field

Set Object Type to Lead, enter a Name, choose Choices, then add each Dropdown Option.

Example 2: Create a shared text field

Set Object Type to Shared Field, enter a Name, choose Text, and optionally select Object Types to Associate.

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