How to Use the GoHighLevel Clear Fields of Associated Record Action
If you manage CRM workflows across platforms like ClickUp and other tools, you can streamline data cleanup by using the GoHighLevel workflow action called Clear fields of associated record for contact. This action lets you remove values from connected records such as opportunities, tasks, and other associated objects directly from a contact workflow.
This step-by-step guide explains what the action does, when to use it, and how to configure it safely inside your GoHighLevel account.
What the GoHighLevel Clear Fields Action Does
The Clear fields of associated record for contact workflow action in GoHighLevel allows you to automatically erase data from records that are linked to a specific contact. Instead of editing each associated record manually, you can automate the cleanup process based on triggers and conditions.
Typical use cases include:
- Resetting opportunity fields after a deal is closed.
- Removing outdated values from pipeline records.
- Clearing custom fields on associated records to prepare a contact for a new workflow.
- Eliminating test or temporary data stored in linked records.
When this action runs, it updates connected records and clears only the fields you choose, without deleting the entire record.
Where to Find the GoHighLevel Workflow Action
To access the Clear fields of associated record for contact action, you must be working inside a workflow within your GoHighLevel account.
- Log in to your GoHighLevel account.
- Navigate to Automation in the left-hand menu.
- Click on Workflows.
- Either open an existing workflow or create a new workflow.
- Inside the workflow builder, click the + icon to add a new action.
- Search for or select Clear fields of associated record for contact from the list of actions.
Once selected, you will see configuration options that let you define which associated record type and which fields to clear.
Configuring the GoHighLevel Clear Fields of Associated Record Action
After adding the action to your workflow, you must specify what to clear. The main steps are:
Select the Associated Record Type in GoHighLevel
First, choose which type of associated record you want to modify. Available record types may include:
- Opportunities
- Tasks
- Other CRM objects that are associated with the contact
The list of record types depends on your GoHighLevel setup and features enabled in your account.
Choose Fields to Clear on the Associated Record
Next, select the fields you want to clear from the associated record. These can be standard or custom fields supported by the chosen record type. For example, you might clear:
- Pipeline stage-related custom fields.
- Temporary notes or tags stored on the opportunity.
- Date or status values that should be reset.
You can select multiple fields in a single action, ensuring consistent cleanup across all linked records for that contact.
Define When the GoHighLevel Action Should Run
To avoid clearing data at the wrong time, place the action at the correct point in your workflow. Common patterns include:
- After a deal is marked as Closed Won or Closed Lost.
- After a specific tag is added to the contact.
- After a form submission that signals a reset or re-engagement.
- When a contact exits a nurture sequence and should be prepared for a new one.
Use filters and conditions before this action if you need to limit when associated record fields are cleared.
Step-by-Step: Using the GoHighLevel Clear Fields Action
Follow this detailed procedure based on the official documentation to ensure you configure the workflow action correctly:
- Open your target workflow
Go to Automation > Workflows and open the workflow where you want to manage associated records. - Add the clear fields action
Click the + icon in the workflow step where you want to run the cleanup, then choose Clear fields of associated record for contact. - Select the associated record type
Pick the record type that is linked to the contact (for example, Opportunity or another supported object). - Pick the fields to clear
From the available list, check the fields whose values should be removed when this action runs. - Save the action
Click Save or confirm your settings in the action panel. - Test the workflow
Use a test contact that has associated records and run the workflow to confirm that only the selected fields are cleared.
By following these steps, you safely automate the cleanup of associated record data without manual editing.
Best Practices When Using GoHighLevel to Clear Fields
Because this action directly manipulates CRM data, follow these best practices to avoid unintended loss of important information.
Test on Sample Contacts First
Always test the action on internal or test contacts to confirm that:
- The correct associated record type is selected.
- Only the intended fields are being cleared.
- Other automation depending on those fields still behaves correctly.
Document Your GoHighLevel Workflows
Maintain internal documentation that describes:
- Which workflows use the Clear fields of associated record for contact action.
- Which record types and fields are affected.
- The business rules or conditions that trigger the cleanup.
This is especially important in teams where multiple users manage automations in GoHighLevel.
Avoid Clearing Critical Reporting Fields
Before clearing any field, consider whether it is required for:
- Revenue or pipeline reports.
- Historical performance tracking.
- Compliance or audit history.
If a field is needed for long-term analysis, consider copying its value to a dedicated historical field instead of clearing it.
Learn More About the Official GoHighLevel Documentation
The action described in this article is documented in detail in the official help center. For the most accurate, up-to-date information, refer directly to the source:
Official GoHighLevel guide to the Clear fields of associated record for contact workflow action
This external resource includes any new options or interface changes that may have been added after this article was written.
Improving Your Automation Strategy Beyond GoHighLevel
Effective automation goes beyond a single workflow action. To build a robust automation strategy:
- Plan your data model so each contact and associated record has clear, consistent usage.
- Standardize naming for fields that are frequently cleared or reset.
- Combine cleanup actions with tagging, pipeline movements, and notifications.
- Regularly audit workflows to ensure they still match your processes.
If you need expert help designing advanced automation systems and CRM architectures, you can explore consulting resources such as Consultevo for strategic guidance.
Summary
The Clear fields of associated record for contact workflow action in GoHighLevel is a powerful tool for maintaining clean, accurate CRM data. By placing the action at the correct point in your automations, carefully selecting the associated record type, and choosing the right fields to clear, you can automate data resets without risking important history.
Use the steps and best practices in this guide alongside the official GoHighLevel documentation to configure this action confidently and keep your associated records synchronized with your evolving business processes.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
“`