HOW TO SET UP YOUR CUSTOM FIELD NAMES IN SYLO

1. CLICK ON CUSTOM FIELDS IN THE TOOLS SECTION :

Create Custom Field Names to Include for Correctly Importing Leads from , Your Current Apps.

2. ADD IN YOUR CUSTOM FIELD NAMES

Type in All of the field names you use in your data collection process.

For example:

If Tom wishes to connect his favorite Lead funnel app which uses {{ FIRST_NAME }} instead of (first_name) as the field for the first name of his prospects.

Tom can add {{ FIRST_NAME }} along with any other field names that should be recognized by Sylo when importing leads from this source.

You can add any custom field you would like Sylo to Recognize when Importing or Exporting your leads.

Afterward you can click Submit to add each of your field names . Then continue to add leads via webhooks.

Updated on: 09/21/2023