Custom Objects in HighLevel for Property Tracking

TL;DR

HighLevel now allows creating and managing custom objects with custom fields, contact associations, and workflow automation. If your business tracks complex entities beyond contacts and opportunities, this update is for you.

Who this affects

HighLevel has not confirmed who is affected by this feature. Agencies and SaaS entrepreneurs needing to track specific entities like properties, equipment, or products, where these entities have unique fields and require their own workflows, will find this significant. It likely impacts anyone managing real estate, inventory, or asset-based clients.

What changed

HighLevel now supports custom objects. This means users can build their own custom objects to track specific items, such as a 'Properties' object. Users can add custom fields to these objects. For example, a 'Properties' object could track details like buy price and city for each property. Custom objects can be associated with contacts. Contacts can be linked as owners or buyers to these custom objects. Users can set up automated workflows based on custom objects. These workflows can email contacts based on triggers and filters related to custom objects. Additionally, workflows can manage the custom objects themselves based on specific triggers and filters. HighLevel has not confirmed any limits or plan gating for this feature. The rollout status is also unknown.

Where to find it

HighLevel has not published the location of custom objects yet. Based on the functionality described, it will likely be found in the Settings or Automation sections within a sub-account, where custom fields and workflow builders are typically configured.

How agencies will use this

An agency working with real estate investors can now create a custom 'Properties' object within HighLevel. They can define custom fields for each property, such as 'Buy Price', 'Target Sale Price', 'Address', 'City', 'State', 'Property Type', and 'Status'. When a new property is acquired by an investor, the agency creates a new 'Property' custom object record and associates it with the specific 'Contact' record for the investor.

Automated workflows can then be built around these property objects. For instance, a workflow could trigger an email to the investor (associated contact) when a property's 'Status' custom field changes to 'Under Renovation'. Another workflow could notify an agent when a property's 'Days on Market' field (calculated via another workflow or custom field) exceeds 30 days, prompting follow-up action. This allows agencies to manage client assets directly within HighLevel, enabling tailored automation and reporting.

Our take

This is a major update. The introduction of custom objects significantly expands HighLevel's capabilities beyond its core CRM functions. It enables agencies to manage more complex client operations directly within the platform, reducing the need for external tools or workarounds for asset management, inventory tracking, or other entity-based data. This feature provides a robust framework for building more specialized SaaS offerings. It's not a minor tweak; this is foundational.