Custom Objects

Currently there are only 2 triggers in High Level for custom object. When an Object is created and when an Object is changed. We need more triggers like when a contact is associated with an object (filter by association label). Also we could use more actions in workflows for custom object. Like being able to change a contact's association label automatically when they meet certain conditions.

I would love to be able to see my Objects on my Pipeline

Just like "Find Contact" workflow action allows us to then update a contact, add a "Find Object" action which we can then fully utilize the current "Update Object or Associated Record" action.

Can we please have the ability to bulk import custom objects. Example, car lot has a spreadsheet of cars to use as custom objects. It would be amazing to have the ability to bulk import these for inventory management.

Currently there is a limit of 3 Custom Objects. Can we get a higher limit please? Like 10?

Just as we can keep notes in a contact file, we should be able to keep notes in the Custom Object file.

Fellow GHL partners, we need to address an elephant in the room that's undermining our client acquisition and retention strategies. THE SITUATION: After successfully demonstrating GHL's innovative capabilities to prospects, we're hitting a massive roadblock during implementation. Clients with existing CRM databases (ranging from 5K to 500K+ records) cannot import their custom object data. Period. BUSINESS IMPACT: Client hesitation post-sale: "Wait, you're telling me I need to manually re-enter years of structured data?" Competitive disadvantage: HubSpot and vTiger users can seamlessly migrate their custom objects Implementation timeline explosion: What should be a 2-week migration becomes a 3-month manual data entry project ROI questioning: Clients start second-guessing their investment when facing this operational reality THE DISCONNECT: We're selling sophisticated automation and workflow capabilities while forcing clients into Stone Age data migration processes. This creates cognitive dissonance that damages our credibility as strategic technology partners. ESSENTIAL MISSING FEATURES: Custom Object CSV Import (basic table stakes functionality) Calculated Fields during Import (competitive parity requirement) Dynamic Custom Field Creation (import-time field mapping) Bulk Data Validation Tools (enterprise-grade data integrity) COMPETITIVE REALITY CHECK: When prospects compare migration experiences: HubSpot: "Import completed in 2 hours" vTiger: "Custom objects mapped automatically" GHL: "Please hire data entry staff for 3 months" STRATEGIC RECOMMENDATION: This isn't about "nice-to-have" features - it's about removing fundamental barriers to enterprise adoption. Every day without these capabilities is a day we're leaving revenue on the table and questioning our positioning as a comprehensive business solution. CALL TO ACTION: GHL Product Team - we need a public roadmap commitment on custom object import functionality. Our clients' success depends on seamless data migration, not heroic manual efforts. Who else is experiencing this implementation friction? Let's quantify the collective impact and accelerate this critical development priority.

Add widgets for Custom Objects in Dashboard.

Formula Fields are very useful at extending capabilities and allowing users to quickly create automatic calculations rather than manually entering results. A formula field is a custom field that automatically calculates values based on a formula expression. Formula fields are read-only, meaning users can't directly edit the value. Instead, the value is calculated based on the formula and the values in the source fields. This is not a new concept, since most CRM systems such as Salesforce, Zoho, Hubspot, freshworks, vtiger, salesloft, MS Dynamics, and Sugar all have the ability to create formula fields. If you are familiar with Excel, than you know how handy formula fields are as they allow us to create simple or even more complex formulas based on data from a record and from its related records if needed. Some examples of use cases that come to mind are: Dynamic Payment Calculations for Appointments or Services For example, if each appointment hour costs $150 Formula: ( {{appointment.only_end_time}} - {{appointment.only_start_time}} ) * 150 Lead scoring based on Engagement and Attribution Formula: IF( {{contact.attributionSource.utmSource}} = "google", 10, 5 ) + ( {{ contact.email _open_count}} * 2 ) Visualize Lead Temperature (using IMAGE and CASE) Formula: CASE( {{contact.rating}}, "Hot", IMAGE("/img/samples/light_Red_fire.gif", "Hot"), "Warm", IMAGE("/img/samples/light_Yellow.gif", "Warm"), "Cold", IMAGE("/img/samples/light_Blue_snowflake.gif", "Cold"), IMAGE("/img/samples/light_grey.gif", "No Rating")) Add 30 Days to an Enrollment Date Formula: ( {{contact.enrollment_date}} + 30 ) The ideal situation would be whenever your are creating a custom field and you choose the Formula Field Type, it would allow you to open a formula editor where you could construct the formula and insert other fields, operators, and functions. Here are some Operators that should be included: Math Operators (+, - , *, /, ^ ) Logic Operators ( =, <, >, <=, >=) Logic Functions ( AND, OR, IF, CASE, ISBLANK, ISNEW, NOT, IS) TEXT Functions ( FIND, CONTAINS, HYPERLINK, IMAGE, INCLUDES)