Eliminate manual data entry, ensure real-time accuracy across your organization, and streamline business processes with automated custom field workflows that adapt to your unique needs.
Years CRM Innovation
Real-Time Accuracy
Per User/Month
Coding Required
Traditional CRM systems force teams to manually enter the same information across multiple fields, forms, and records. This repetitive data entry wastes valuable time that could be spent on revenue-generating activities. Worse, manual processes introduce errors, create data inconsistencies, and leave employees working with outdated information.
Without automated custom field workflows, your CRM becomes a burden rather than a business accelerator, slowing operations instead of streamlining them.
Salesboom's CRM workflow automation revolutionizes how businesses handle data by integrating custom fields directly into automated workflow processes.
The system eliminates manual reentry by automatically populating and updating custom fields throughout your entire CRM solution, ensuring every employee works with accurate, real-time information.
This intelligent automation transforms business operations by connecting data entry to workflow execution. When information is captured once—whether through web forms, customer interactions, or integrated applications—the system automatically distributes that data to all relevant custom fields across your CRM. This creates a single source of truth that updates instantly across your entire organization.
The workflow automation engine automatically populates custom fields based on predefined rules and triggers, eliminating the need for manual data entry. When employees capture information in one location, the system intelligently distributes that data to all relevant custom fields throughout the CRM.
Every business operates differently, which is why Salesboom allows you to specify exactly which custom fields are required at each workflow stage. You define the fields, set the rules, and configure the automation to match your specific business processes and best practices.
Salesboom's Web Capture tools revolutionize how businesses collect and process information from websites, landing pages, and online forms.
Information submitted through web forms is automatically captured and routed to the appropriate custom fields within your CRM. Whether capturing leads, service requests, customer feedback, or order information, the system instantly creates or updates records with all relevant data properly organized and categorized.
You specify exactly which web form fields map to which custom CRM fields, ensuring data lands in the right location every time. This intelligent mapping supports complex scenarios including multi-select fields, date formatting, dropdown values, and conditional field population based on form responses.
Web form submissions automatically initiate workflow processes based on the captured data. For example, a service request form can automatically create a ticket, assign it to the appropriate team, populate all custom fields with submission details, and trigger notification emails—all without human intervention.
One of the most powerful benefits of custom field workflow automation is the guarantee that every employee, in every department, always works with current, accurate information. The moment data is captured or updated anywhere in the system, those changes propagate instantly to all relevant custom fields across all CRM modules.
This real-time accuracy eliminates the confusion and mistakes that occur when different team members work with different versions of customer data. Everyone sees the same information simultaneously, ensuring coordinated, consistent customer experiences.
Create and modify custom fields, workflow rules, and automation processes without writing code or hiring developers. Business users can configure workflows independently.
Unlike competitors requiring third-party form tools, Salesboom includes native web capture functionality that seamlessly populates custom fields from online forms.
Custom field updates propagate instantly across the system with no sync delays or batch processing, ensuring everyone works with current information.
Custom field workflow automation is included standard in all Salesboom plans starting at $14/user/month without premium charges or feature limits.
Salesboom has been refining custom field and workflow capabilities since 2003, resulting in mature, reliable functionality and proven best practices.
Create as many custom fields as your business needs without performance issues, usage fees, or artificial restrictions on automation capabilities.
Organizations across diverse industries leverage Salesboom's custom field workflow automation to solve specific business challenges.
A manufacturing company uses custom fields to track product specifications, compliance certifications, and quality control data. When a customer submits a quote request through their website, the web capture tool automatically populates custom fields with product requirements, triggers a workflow that checks inventory levels, assigns the quote to the appropriate sales engineer, and generates a preliminary pricing estimate—all within seconds.
A consulting firm employs custom fields to manage project requirements, client preferences, consultant skills, and billing rates. Their workflow automation ensures that when a new project is created, all relevant custom fields are populated from the client account, the system automatically assigns consultants with matching skills, generates project documentation with custom field data prepopulated, and initializes time tracking with appropriate billing codes.
A healthcare provider uses custom fields to capture patient information, insurance details, treatment preferences, and medical history. Web forms on their patient portal feed directly into custom fields, automatically creating or updating patient records, scheduling appointments based on availability and specialty requirements, and ensuring all HIPAA-required documentation fields are completed before appointments are confirmed.
Discovering how custom field automation can transform your business operations requires no long-term commitment or upfront investment. Salesboom offers a comprehensive 30-day free trial that gives you complete access to all workflow automation features.
Once you experience the visibility and efficiency that custom field workflow automation provides, you'll wonder how you managed without it. Our customers consistently report they never want to return to manual processes after seeing the difference automated workflows make.
For immediate assistance or to discuss your specific workflow requirements, contact our team directly at 1.855.229.2043 or via email at sales@salesboom.com. Our CRM specialists will help you design custom field configurations and workflow processes that deliver immediate business value.
Experience the power of custom field workflow automation with a 30-day free trial. See how automated data entry and real-time synchronization can transform your business operations without writing a single line of code.
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