If you’re using HighLevel and not taking full advantage of custom objects, you’re definitely missing out.
HighLevel is already packed with powerful features, and it can be easy to overlook one of its most flexible capabilities.
In a recent session hosted by Mario Aldayuz, the Head of Partnerships at HL Pro Tools, he dove deep into all things HighLevel, including custom objects, pipeline notifications, and even some advanced Voice AI magic.
One of the major highlights of the session? How to use HighLevel’s custom objects to streamline operations in a way that feels tailor-made for your business.
So, let’s dive into why custom objects are such a game-changer and how you can start using them today.
What Exactly Are Custom Objects and Why Should You Care?
In a nutshell, custom objects in HighLevel give you the ability to manage and track any kind of data that doesn’t fit neatly into the standard CRM setup.
Think of it as your own digital filing cabinet—perfect for businesses that need to track more than just leads, contacts, and deals.
Let’s say you run a tutoring center. 📚 You can create custom objects to store detailed student records, including things like progress reports, preferred tutoring times, or even payment history.
If you’re in the pet care industry, you could track pet profiles and link them to their owners, complete with medical records, grooming history, and more. 🐶🐱
The possibilities are endless, and that’s exactly why I love this feature. But, as with anything in tech, it comes with its own set of challenges. Right now, one of the big limitations is that you can’t directly integrate custom objects into forms. It’s a bummer, but that doesn’t mean you’re stuck.
Creative Workarounds: How to Make Custom Objects Work for You
Okay, so if the direct form integration isn’t available yet, how do you still use custom objects effectively? Simple: get creative with workarounds.
One workaround is using associated custom fields to capture relevant data about your custom objects. For example, if you’re managing student records, you can create custom fields that are tied to the student object, allowing you to track progress or upcoming sessions without needing a fully integrated form.
Another option is leveraging transient data—this is a fancy way of saying you can store temporary information that can be used across workflows or automations.
Think of it like a holding area for data that you might need in the short-term but don’t want to commit to a long-term custom object just yet.
Start Now—And Be Ready for What’s Coming
Here’s the best part: even though custom objects can’t be fully integrated with forms right now, that doesn’t mean you can’t get started today.
Start by mapping out your unique use cases.
Think about how custom objects could help your business run more smoothly and what data you need to track.
Start experimenting with basic custom object associations and figure out how they can fit into your existing workflows.
When the form integration is released (and trust me, it’s coming), you’ll be ahead of the game and able to scale those workflows without missing a beat.
Action Steps to Get You Moving
- Identify Your Needs: Look at your business model and decide what kind of data you need to track that isn’t part of HighLevel’s default fields.
- Start Simple: Create a few custom objects that will make the most impact.
- Leverage Workarounds: Use the custom fields and transient data options to integrate these objects into your workflows as best as you can.
- Get Ready for Future Updates: Keep an eye on HighLevel’s roadmap.
Ready to Take Your HighLevel Setup to the Next Level?
If you’re tired of doing things the old way and want to unlock new levels of efficiency, HighLevel’s custom objects are the perfect tool to make it happen.
Whether you need a bit of guidance on setting up your custom objects or just want to dive deeper into HighLevel’s features, HL Pro Tools has got your back.
Head over to HL Pro Tools and let’s talk about how we can make HighLevel work for you.
