CRMCRM Custom Fields

CRM Custom Fields

Create, list, update, and delete custom fields on contacts, companies, and opportunities in the Talkturo CRM — extend records with text, number, date, select, and boolean field types.

curl -X GET "https://app.talkturo.com/api/crm/custom-fields" \
  -H "Cookie: sb-access-token=sb_session_example_f84k2m"
{
  "success": true,
  "fields": [
    {
      "id": "8bb0cf7b-6f0e-45e3-8f40-c0d6dc4c9a11",
      "name": "Lead source",
      "type": "select",
      "entity_type": "contact",
      "options": [
        "Website",
        "Referral",
        "Conference"
      ]
    },
    {
      "id": "1cf4bc3d-cad3-4d8b-8a4f-5c5c33bc3a86",
      "name": "Renewal date",
      "type": "date",
      "entity_type": "company"
    }
  ]
}
curl -X POST "https://app.talkturo.com/api/crm/custom-fields" \
  -H "Content-Type: application/json" \
  -H "Cookie: sb-access-token=sb_session_example_f84k2m" \
  -d '{
    "name": "Customer tier",
    "type": "select",
    "entity_type": "company",
    "options": ["Starter", "Growth", "Enterprise"]
  }'
{
  "success": true,
  "field": {
    "id": "ec607f3e-77c8-45e7-a58d-62b8d09c4d5d",
    "name": "Customer tier",
    "type": "select",
    "entity_type": "company",
    "options": [
      "Starter",
      "Growth",
      "Enterprise"
    ]
  }
}

Manage CRM custom fields

Custom fields let you extend Talkturo CRM records with data that does not fit the default schema. Use these endpoints to define fields for contacts, companies, and opportunities, then read, update, or remove those definitions later.

All CRM custom field endpoints require session cookie authentication. These endpoints do not accept API keys.

Endpoints at a glance

MethodPathDescription
GET/api/crm/custom-fieldsList all custom fields
POST/api/crm/custom-fieldsCreate a custom field
GET/api/crm/custom-fields/{id}Get one custom field by ID
PATCH/api/crm/custom-fields/{id}Update a custom field
DELETE/api/crm/custom-fields/{id}Delete a custom field

Field types and entity types

Use one of the supported field types when you create a custom field:

  • text — freeform string values
  • number — numeric values
  • date — date values
  • select — one value from a defined list of options
  • boolean — true or false values

Attach each custom field to one CRM entity type:

  • contact
  • company
  • opportunity

If you create a select field, include options in the request body.

List custom fields

Returns the custom fields available in your CRM.

Response fields

successboolean
Required

true when the request succeeds.

fieldsarray
Required

Array of custom field definitions.

Create a custom field

Creates a new custom field definition for a contact, company, or opportunity.

Body parameters

body
namestring
Required

Field label shown in the CRM.

body
typestring
Required

Custom field type.

Allowed values:textnumberdateselectboolean
body
entity_typestring
Required

CRM record type that this field applies to.

Allowed values:contactcompanyopportunity
body
optionsarray

List of allowed values for select fields. Omit options for other field types.

Response fields

successboolean
Required

true when the field is created successfully.

fieldobject
Required

The newly created custom field definition, including its id.

Get a custom field

Returns one custom field definition by ID.

Path parameters

path
idstring
Required

UUID of the custom field.

Response fields

successboolean
Required

true when the field exists and the request succeeds.

fieldobject
Required

The requested custom field definition.

Update a custom field

Updates an existing custom field. You can change the field name, options, and other editable properties supported by the endpoint.

Path parameters

path
idstring
Required

UUID of the custom field to update.

Body parameters

body
namestring

Updated field label.

body
optionsarray

Updated list of allowed values for a select field.

Response fields

successboolean
Required

true when the update succeeds.

fieldobject
Required

The updated custom field definition.

Delete a custom field

Deletes a custom field definition by ID.

Path parameters

path
idstring
Required

UUID of the custom field to delete.

Response fields

successboolean
Required

true when the field is deleted successfully.

messagestring
Required

Confirmation message returned by the API after deletion.

Custom field object

The API returns a custom field object in list, create, get, and update responses.

idstring
Required

Unique identifier for the custom field.

namestring
Required

Display name of the field.

typestring
Required

Field type. One of text, number, date, select, or boolean.

entity_typestring
Required

CRM entity this field applies to. One of contact, company, or opportunity.

optionsarray

Allowed values for select fields. This field is only relevant when type is select.

Usage notes

Choose the field type carefully before you create it. A select field requires predefined options, while other field types store single values without an options list.

Use the entity type to keep field definitions scoped to the right records. A field created for contact records does not apply to company or opportunity records.