How to Use Custom Objects in HighLevel

Here’s the thing about HighLevel,it’s like a Swiss Army knife for agencies. 

You think you’ve seen everything it can do, then BAM, another feature drops, and your brain starts racing with possibilities.

One of my current favorites? Custom Objects. 

If you’ve never played with them, you’re missing out. If you have played with them, you might’ve hit a few walls (don’t worry, we’ll talk about that).

What the heck are Custom Objects?

Think of custom objects as a way to store and organize specialized data that doesn’t neatly fit into a normal contact or opportunity record.

For example:

• 📚 A tutoring center could track student progress reports and connect them to a specific student profile.
• 🐶 A pet care business could link pet profiles to their owners (because Max the golden retriever isn’t going to pay the invoice, his human will).
• 🏋️ A gym could manage equipment maintenance schedules connected to each machine.

It’s basically like building your own mini-database inside HighLevel.

Where Custom Objects Get Tricky

Here’s the bad news, as of right now, you can’t directly integrate custom objects into forms. 

So if you were dreaming of having someone fill out a form that automatically builds a custom object record, we’re not there yet.

But, I’m not one to let a little “feature not available” slow me down.

The Workarounds That Still Work

Here’s how you can still make custom objects awesome right now:

1. Use associated custom fields 🗂️
Create custom fields that link back to your custom object. This lets you keep the data connected without the direct form integration.

2. Play with transient data options ⚡
You can use transient data for temporary storage that feeds into your custom objects later. It’s not perfect, but it works for specific workflows.

3. Build your process NOW ⏳
Even if you can’t fully automate it yet, map out your flow for when forms integration does drop. That way, you can flip the switch the day it goes live.

Pro Tip: HighLevel’s development team moves fast. Custom object integration with forms is on the roadmap, so what feels like a workaround today could be fully automated in a few months.

Why This Matters for Agencies

Here’s the bigger picture, custom objects let you sell more specialized solutions to niche industries.

If you show a dog groomer that you can keep detailed pet records for each client, you’re no longer just selling “a CRM.” You’re selling a custom-built business system. And that’s worth a LOT more money.

Your Action Step for This Week

• Step 1: Pick one niche you serve.
• Step 2: Write down 3-5 types of data they need to track that don’t fit neatly into “contacts” or “opportunities.”
• Step 3: Mock up those data structures as custom objects in HighLevel.

Even if you can’t use them in forms yet, you’ll already have the framework ready.

Cool Free Thing 🎁

Before you can help businesses with your service, you need to establish trust.
The quickest way to earn trust? ⭐️ Testimonials.

In the spirit of free stuff, I want to give you my team’s Testimonial Workflow. 

This process makes gathering, editing, and organizing testimonials ridiculously easy.

👉 Grab it here:

Frequently Asked Questions

Start Your HighLevel Free Trial

Browse all GoHighLevel guides · Marketing.