How to Create and Manage Custom Columns (Properties) in Rep.ai Outbound (Dialer)

Supported with Current Integrations: Outreach, Salesforce, HubSpot. Coming soon: Salesloft, Apollo.

Part 1: Create a Custom Property in Rep.ai Properties Settings

1. Click "Properties" or navigate to https://app.rep.ai/settings/properties

2. Click "Add Property"

3. Click the "Display Name" field.

4. Type the name of your property (here "Lifecycle Stage")

5. Click "Map"

6. Click "Select a property"

7. Type the name of your property (here "lifecycle stage")

8. Select the right system property from the dropdown (here "Lifecycle Stage" from HubSpot)

9. Click "Both Ways" if you want to change the Sync direction

10. Here we'll pick "From HubSpot" because we want the sync to only occur from HubSpot to Rep.ai

11. Click "Add Property"

12. Now you can see your property in the list

Part 2: Map the Custom Property in CRM or Sequencer Settings

For instance, if you're calling out of HubSpot lists or sequence tasks, map the property in HubSpot integration settings, visible in the left sidebar under Integrations. Here, we're going to map the custom property in Outreach integration settings.

13. Click "Outreach"

14. Click "Add Property" under Contact/Prospect

15. Select the property you just created in Rep.ai from the left side dropdown.

16. Then select the property you want to map it to in Outreach.

17. Click "Save"

Part 3: Enable the Custom Property as a Column in a Dial List

18. Navigate to the Dialer (dialpad icon on left sidebar)

19. Click "Columns" on the right of the second toolbar

20. Scroll down to find the property you just created. Click to toggle on.

21. Pick a list that has the property in it.

22. Here we'll grab our "Cold Call Test List" in HubSpot

23. And we can see our new property - "Lifecycle Stage" - shows as a column

Part 4: Show the Custom Property in the Popup Profile that Displays on Connected Calls

24. Let's also add this to the popup profile when a call gets connected. To do this, hover over a Contact in the list and click "Open profile".

25. Click "Manage" on the left side of the popup.

26. Click "Add property" at the bottom.

27. Click "Select a property" and scroll or search to find your new property.

28. Select your property (here "Lifecycle Stage")

29. Click "Save"

30. Now you will see your new property in the popup when you connect to a prospect "Lifecycle Stage"