Custom Objects: Managing Pet Records with Workflows

TL;DR

HighLevel released a video demonstrating how to manage pet records using custom objects. It covers setting up custom objects, linking them to contacts, and automating tasks.

Who this affects

HighLevel has not confirmed who is affected. The demonstration applies to users interested in custom objects for specific data management. Those not using custom objects or managing pet-related services can ignore this.

What changed

HighLevel released a video demonstrating functionality related to custom objects. The video shows:

• How to create a custom object for pets.
• How to associate these pet objects with contacts.
• How to import pet data via CSV.
• How to export pet data via CSV.
• How to build automated workflows triggered by custom date fields within the pet object.
• How to build automated workflows triggered by other pet-specific data.

HighLevel has not confirmed any limits or plan gating. Rollout status is also unknown.

Where to find it

HighLevel has not published the exact location for this functionality. Custom objects, once enabled, are typically configured within a sub-account's settings under 'Custom Fields' or a dedicated 'Custom Objects' section. Workflows are found under the 'Automation' tab.

How agencies will use this

Agencies can use custom objects to track detailed client-specific data beyond standard contact fields. For a veterinary practice client, an agency could set up a 'Pet' custom object. Each pet object would be associated with its owner (a contact). Data fields could include pet name, species, breed, birthdate, and vaccination dates. Workflows could then be built to send automated reminders. For instance, a workflow could trigger an SMS or email to the contact two weeks before a pet's vaccination due date, based on a custom date field in the 'Pet' custom object. This allows for tailored communication without manual tracking, improving client retention for businesses like pet groomers, dog walkers, or pet supply stores.

Our take

This is a standard demonstration of custom object capabilities, not a new feature release. The video shows practical applications of an existing tool. If you are already using or considering custom objects, this offers useful guidance. If not, this is a minor update that highlights potential uses for advanced data management within HighLevel.