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Custom Fields

Customize Cocopipe to fit your unique workflow with unlimited custom fields.

Cocopipe Custom Fields lets you add any data point to contacts, deals, tasks, and more — making the platform truly yours.

Key Features

What Makes It Powerful

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Unlimited Fields

Add text, number, date, dropdown, checkbox, and more to any entity.

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Custom Reports

Filter, sort, and report on custom field data alongside standard fields.

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Form Integration

Map custom fields to form submissions for automatic data capture.

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API Access

Full API support for custom fields. Build integrations with your stack.

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Conditional Visibility

Show or hide fields based on conditions and user roles.

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Templates

Create field templates for quick setup across different entities.

Frequently Asked Questions

Text, number, date, dropdown, multi-select, checkbox, URL, email, currency, and formula fields.
Yes, set any custom field as required or optional.
Yes, all custom fields are fully searchable and filterable.

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