Merge Fields & Custom Variables

Custom Object Templates let you create industry-specific CRM structures without building everything from scratch. Each template includes ready-to-use Custom Objects, fields grouped into folders, and associations—so you can organize data around real-w

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Merge fields let you personalize messages and documents by inserting saved details automatically, such as a contact’s name, an assigned user’s email, appointment times, or invoice totals. When a message sends or a document generates, each merge field