J
Jacob Shireman
Currently in HighLevel, we can associate related contacts through Related Objects or use the “Association” feature to link records—such as a spouse, co-borrower, lender, or partner—to the primary contact. However, workflows are limited to only pulling data directly from the current contact, with no access to fields from any associated contact records.
This is a significant limitation, especially in industries like real estate, lending, or healthcare where transactions often involve multiple stakeholders. For example:
  • A real estate agent might want to CC a spouse or co-borrower on automated email or text sequences.
  • A mortgage lender might be linked as an associated contact and should receive status update emails or tasks.
  • A healthcare portal might want to notify both patient and caretaker (linked as related contact) during onboarding or appointment follow-ups.
Proposed Enhancement:
Allow workflows to access fields (email, phone, custom fields, etc.) from any associated contact or custom object relationship tied to the current contact. This would allow us to:
  • Use merge fields from associated contacts (e.g., {{associated_contact.email}})
  • Add associated contacts to communication steps (email, SMS, tasks)
  • Trigger conditional logic based on associated contact tag or fields
  • Create smart automations involving multiple parties without duplicating workflows
Why It Matters:
This enhancement would dramatically increase the flexibility and relational power of the CRM. It would enable more dynamic automations, reduce workflow duplication, and better reflect real-world relationships between people and roles in complex industries.