What Are Custom Objects in HighLevel?
Custom Objects allow businesses to create unique data records beyond the standard contact, company, or opportunity fields. These objects can represent anything—from pets at a veterinary practice to properties for a real estate agency. They are fully customizable and can be linked to existing contacts or other objects, forming a relational database within HighLevel.
This flexibility means businesses can structure their data in a way that mirrors their specific needs, enabling more precise workflows and tailored communication.
Why Custom Objects Are a Game-Changer
- Data Personalization
Custom Objects enable you to track data unique to your business. Whether it’s tracking client vehicles in an automotive shop, student progress in an educational setting, or product warranties in retail, Custom Objects ensure that every detail is organized and accessible. - Workflow Integration
Custom Objects seamlessly integrate with HighLevel’s Workflow Builder, allowing you to automate processes tied to these records. Trigger actions, send messages, or update records automatically based on specific criteria. - Enhanced Customer Experience
By automating personalized communications—such as appointment reminders, follow-up messages, or milestone celebrations—businesses can deliver a superior customer experience that drives loyalty and satisfaction. - Scalability
For growing businesses, managing large amounts of data can quickly become overwhelming. Custom Objects provide a scalable way to keep data organized and workflows efficient as your client base expands.
Examples of HighLevel Custom Objects in Action
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- Veterinary Clinics: Manage pets as custom objects linked to their owners. Automate vaccination reminders, send birthday greetings, or follow up after appointments.
- Real Estate Agencies: Use properties as custom objects tied to clients. Automate notifications for new listings or schedule reminders for contract deadlines.
- Fitness Studios: Track memberships, workout plans, or fitness goals as custom objects. Automate milestone celebrations or membership renewal reminders.
- Healthcare Providers: Use patient records and treatment plans as custom objects to automate appointment scheduling and follow-ups.
How to Set Up Custom Objects in Workflows
- Define Your Objects
Identify the unique data points you need to track. For example, if you’re a property manager, you might set up custom objects for properties and maintenance requests. - Create Relationships
Link your custom objects to relevant contacts or other objects. For instance, connect a “Pet” object to its corresponding owner in a veterinary practice. - Build Workflows
Use the Workflow Builder to create automated processes based on your custom objects. For example, trigger an email when a custom object field (e.g., warranty expiration date) reaches a specific value. - Test and Optimize
Run test workflows to ensure they function as expected. Make adjustments as needed to refine the automation.
Unlock the Full Potential of HighLevel
HighLevel’s Custom Objects Workflow Automation is more than a new feature—it’s a tool for businesses to reimagine their CRM and marketing strategies. From simplifying administrative tasks to delivering hyper-personalized customer experiences, the possibilities are endless.
Learn more about HighLevel features at MarketerM8 – a HighLevel agency
Ready to explore how Custom Objects can transform your business? Book a discovery call with Julian to dive into the future of CRM and marketing automation.
