- Lead category represents who the person is and what they want to do
- Lead type refines that information to identify their level of intent and value
Basic fields
Every lead category comes with a set of basic fields automatically attached when you create it:- First name
- Last name
- Phone
- Address 1
- Address 2
- City
- State
- ZIP
- County
Field properties
Each field has three important properties that control how it behaves during the lead lifecycle:Required for post
When a field is marked as required for post, it must be present when a lead is submitted to the system. If the field is missing, validation fails and returns a422 status code. No lead is created.
Required for ping
When a field is required for ping, it must be included during the ping phase of ping-post. If it’s missing, you’ll get a validation error.Deliverable
Deliverable fields are visible to customers. They appear in the customer portal and are included when lead data is sent via webhooks.The entire system is geographically based, so ZIP code is always required. If you’re generating leads at a state or national level only, you can pre-fill a valid ZIP code within the target state—or any valid US postal code for national campaigns.
Creating custom fields
When creating a new field, you’ll need to provide:Field types
Field types determine what kind of data a field accepts and how it’s validated. Choose the type that matches your data format—the system will reject values that don’t match.Text and numeric
Contact information
Geographic
ZIP and state fields cannot be marked as required for post or required for ping—these are handled at the system level since all routing is geographically based.
URLs and network
Dates
Date and time
Identifiers
Boolean
Constrained values
When using
list-of-values, you’ll define the allowed options as a comma-separated list when creating the field. Any value not in your list will fail validation.
Related guides
Adding fields to a lead category
Extend a category’s schema with custom fields beyond the basics.

