Workflows Link Custom Objects, Contacts, Opportunities

TL;DR

HighLevel released an Associate Records action in Workflows. This action can automatically link existing custom object records with contacts, opportunities, and other records, once enabled via Labs.

Who this affects

HighLevel has not confirmed who this affects. It is relevant for users who leverage Workflows, custom objects, contacts, and opportunities.

What changed

The Associate Records workflow action is now available. This action allows you to connect existing custom object records with contacts, opportunities, and other records. To use this feature, the Associate Records action must first be enabled through Labs. The system can be configured with specific matching criteria to automatically find and associate the relevant records. HighLevel has not confirmed any limits or plan gating. HighLevel has not confirmed the rollout status.

Where to find it

This feature is found within Workflows. HighLevel has not published the exact navigation path, but it will appear as an action within the workflow builder once enabled through Labs.

How agencies will use this

Agencies can use this to automate data hygiene and relationship management. For example, an agency managing client onboarding for a coaching business might use a custom object for 'Client Agreements'. When a new contact fills out a form indicating they've signed an agreement, a workflow can trigger. This workflow could use the Associate Records action to automatically link that contact to their specific 'Client Agreement' custom object record based on matching criteria like email address or a unique ID. This ensures that the contact's profile always reflects their associated agreement without manual intervention. Similarly, if an opportunity is created, the workflow could link it to an existing 'Project Scope' custom object record, standardizing the data connections across records.

Our take

This is a standard feature update. For agencies utilizing custom objects heavily, this offers automation that reduces manual linking and improves data consistency. For those not yet using custom objects extensively, this update is minor.