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Configure Field Rules

Automate, Categorize, and Take Action on Your Relationship Data

Updated yesterday

SigParser’s Field Rules feature allows you to automate how contact and company data is categorized and managed using logic-based rules tied to your custom fields.

You can use SigParser data—such as email count, meeting count, and last interaction date—to build rules that populate your Custom Fields.


How do Field Rules Work?

Field Rules follow simple if-then logic:

If specific conditions are met based on SigParser data, then your custom field is updated automatically.

These rules are dynamic—when the data changes, SigParser reevaluates and applies updates to your custom fields accordingly.


How to Set Up Field Rules

  1. Go to Settings > Admin Settings > Fields

  2. Create or select a custom field

  3. Scroll to the Field Rules section and click Add

  4. Define your logic

  5. Save—SigParser will automatically evaluate and apply the rule


Examples of What You Can Do

Create a Custom Field: “Add to CRM”

Rule: If a contact has 2+ emails and 1+ meetings, mark as TRUE

Tier Contacts by Engagement

Rule: If interaction count is 50+, apply the value Gold

Flag Job Changes

Rule: If contact has a Job Title change in the last 90 days, flag for manual review. Note: Job history only available with Person Record Enrichment.


Why Use Field Rules?

Field Rules enable a fully automated, scalable approach to contact data management. By combining SigParser’s reliable relationship signals with your business-specific logic, you can streamline how data is tagged, prioritized, and acted on—without manual effort.


Additional Resources


If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.


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