Setting up custom Zoho CRM fields

Overview

When you configure a campaign phone, you can add metadata rows that LeadCall writes onto new Zoho Lead records. Standard fields like Lead Source work out of the box. Custom fields — ones your team created in Zoho — use the same metadata setup, but the key must be the field's API name, not the label you see in the CRM.

Configure in the dashboard

1. Go to Command Center or Devices and open a campaign phone's configuration panel.
2. Add a metadata row for each Zoho field you want to populate.
3. Set the namespace to zoho_crm.
4. Open the Zoho field picker. The dashboard queries your Zoho CRM instance and shows available fields in a searchable dropdown — no need to type raw API names.
5. Pick the field you want and set the value to what should appear on every new Lead from this device (for example, a campaign name or location code).

Find the API name in Zoho (reference)

The smart field picker normally handles API names automatically. If you need to verify a field's API name manually — for example, when troubleshooting or validating a custom field — you can find it in Zoho:

1. In Zoho CRM, go to Setup → Developer Hub → APIs and SDKs → CRM API.
2. Open the API names tab.
3. Filter by Leads and Fields.
4. Copy the value from the API Name column — not the display label.

Naming pattern

• Multi-word fields use PascalCase with underscores — for example Annual_Revenue, Lead_Source, First_Name.
• Single-word fields are usually identical to the label — for example City, Company, Industry.
• Some labels map to shorter API names — for example, "Lead Owner" is Owner.
• Custom fields your company added in Zoho follow the same rules and appear in the same API names list.

Example

If you want every Lead from a downtown clinic line to include annual revenue, add a metadata row with key Annual_Revenue and your chosen value. When an unknown caller syncs from that device, LeadCall writes Annual_Revenue on the new Zoho Lead along with the phone number and Lead Source.

Common Lead field API names