Skip to main content
A formula column computes a value from other fields on the same record — like a spreadsheet formula — and shows the result in your company or contact table.

​
Add a formula column

  1. Open Companies or Contacts. Owners and admins can add columns.
  2. Choose Columns → New formula column.
  3. Name the column, choose its output type, and write the formula, referencing fields with field("key"). Check the preview, then choose Create column.

​
Fill the values

A formula column does not recompute on its own when the underlying fields change. To fill or refresh its values, run a workflow with a Run Formula Column step. The formula is evaluated directly for each record, without a separate background job.
Use formula columns for derived signals — combining size, score, and recency into one at-a-glance value — without changing the source fields.
Beta limitations. The set of supported functions and reference types is expanding during the private beta. If a formula references something unsupported, the column surfaces an error instead of a value.