Forms

Enable Custom Object Fields as Merge Tags in Emails, SMS, and Documents
We need the ability to use custom fields from Custom Objects as merge tags across all communication and document tools within HighLevel. Current Limitation: Right now, merge tags are limited to standard objects (Contacts & Opportunities). Custom Object fields are not accessible when building: Email templates SMS messages Documents / contracts This creates a major gap when using Custom Objects as the primary data structure (which is increasingly the case for more advanced use cases). Requested Functionality: Allow users to: Select a Custom Object Access its associated fields Use those fields as merge tags in: Emails SMS Documents (contracts, proposals, etc.) Example Use Case: We use a Custom Object called “Properties” with fields like: Property Address County Acreage Purchase Price Legal Description We need to dynamically insert this data into: Offer emails to sellers SMS follow-ups referencing property details Purchase agreements and documents Expected Behavior: Merge tag picker should include Custom fields from Custom Objects. You are currently able to select the merge tag but the data doesn't transfer. Ability to reference: The associated Custom Object record tied to the Contact/Opportunity Specific fields within that object Ideally supports multiple object relationships (if applicable) Why This Matters: Custom Objects are becoming the backbone of more advanced workflows. Without merge tag support: Automation is limited Manual work increases Document generation becomes inefficient or impossible at scale This feature would unlock significantly more powerful use cases and make Custom Objects truly usable in production workflows. This is High Priority for any business using Custom Objects as core data structures
0
·
Enhancement
GDPR-Compliant Form Embed Option (No Tracking Scripts)
Currently, the standard form implementation on ghl sites and form embed (iframe) for external sites automatically loads tracking and session scripts (e.g., Facebook Pixel, Google Analytics, internal session tracking) — even when these are not configured or needed for the specific form. This causes a critical problem for users in the EU/EEA: Cookie consent tools (e.g., Cookiebot, Borlabs, Complianz) detect the third-party scripts inside the iframe and block the entire form — not just the scripts. For essential forms like contact forms, this means the form is completely invisible to visitors who haven't accepted tracking cookies. The current workaround is to build a custom HTML form and send data via Inbound Webhook, bypassing the embed entirely. This works, but it defeats the purpose of having a form builder. Proposed solution: Add a "GDPR Mode" or "Tracking-Free Embed" option in the form embed settings that: Strips all tracking/analytics scripts from the iframe Loads only the form markup, styles, and submission logic Keeps full functionality (field validation, submission to CRM, workflow triggers) This would make GHL forms usable out of the box for the entire European market without requiring custom development. Impact: Any GHL user serving EU-based clients or operating in the EU is currently forced to work around this limitation. A native solution would significantly reduce churn risk and support tickets related to forms "not showing up."
0
·
Enhancement
Load More