How to Use the Clear Fields Action in GoHighLevel Workflows
If you manage automations across platforms like ClickUp and GoHighLevel, you may occasionally need to reset specific data fields without deleting entire records. The Clear Fields workflow action in GoHighLevel lets you wipe values from selected company or associated contact fields while keeping all other data intact.
This guide explains how the action works, how to configure it correctly, and what to watch out for when clearing data in existing workflows.
What the GoHighLevel Clear Fields Action Does
The Clear Fields action is a workflow step in GoHighLevel that removes the content of chosen fields on a record. It is available for:
- Company records
- Associated contact records linked to a company
When the workflow reaches this step, GoHighLevel sets the selected fields to blank (or their empty/default state), while the company or contact record remains active in your account.
This is useful when you want to:
- Reset outdated or temporary data
- Remove fields used for one-time campaigns
- Clean up information without deleting the entire record
Key Limitations of the GoHighLevel Clear Fields Action
Before using this action, it is important to understand what it cannot modify. Within GoHighLevel, the Clear Fields action:
- Only supports company and associated contact records
- Does not clear pipeline or opportunity fields (deals)
- Does not clear calendar fields
Because of these limitations, you should not rely on this action to reset sales pipeline or calendar-related data. It is specifically focused on company and contact-level information.
Where to Find the Clear Fields Action in GoHighLevel
You can add this action to any applicable workflow in GoHighLevel. To locate it:
- Open the Automation or Workflows section in your GoHighLevel account.
- Select the workflow where you want to clear fields.
- Click the + icon to add a new action.
- Search for and choose Clear Fields of Company or Associated Contact.
Once added, you can configure which record type and fields will be cleared when the workflow runs.
How to Configure the GoHighLevel Clear Fields Action
After adding the action to a workflow, follow these steps to set it up correctly.
Step 1: Choose the Target Record Type in GoHighLevel
First, decide which record the action should affect:
- Company – clears selected fields on the company record that the workflow is using.
- Associated Contact – clears selected fields for the contact linked to that company.
Select the appropriate option based on whether you want to modify company data, contact data, or both (with separate actions).
Step 2: Select Fields to Clear
Next, specify which fields GoHighLevel should blank out when the action runs. Depending on the record type you selected, you will see available fields from the:
- Company object
- Contact object (for associated contacts)
To configure field clearing:
- Open the field selector within the action.
- Choose one or more fields you want to clear.
- Confirm your selection to save the configuration.
Only the fields you explicitly select will be cleared. All other fields on the company or contact record will remain unchanged.
Step 3: Position the Action in Your GoHighLevel Workflow
The Clear Fields action should be placed at the correct point in your workflow logic. Consider:
- Triggers and filters: Make sure only the correct records can reach this action.
- Order of operations: Place field clearing after any steps that still need the original values.
- Testing: Use test records to ensure you are not clearing needed data prematurely.
Thoughtful placement helps prevent accidental data loss and keeps your automations running smoothly.
Best Practices for Safely Clearing Fields in GoHighLevel
Because the action permanently removes field values, apply these best practices when working in GoHighLevel workflows:
- Document which fields are cleared: Keep internal notes on which workflows clear which fields.
- Avoid critical identifiers: Do not clear essential fields used for reporting, segmentation, or matching unless absolutely necessary.
- Test in a staging or test workflow: Run the workflow on sample records before enabling it for live data.
- Combine with conditions: Use workflow conditions so that only records matching specific criteria get their fields cleared.
This approach reduces risk and keeps your CRM data reliable.
Common Use Cases for the GoHighLevel Clear Fields Action
Here are practical scenarios where this action is especially useful in GoHighLevel:
- Clearing temporary campaign fields: Remove temporary tags, notes, or custom fields after a promotion or event ends.
- Resetting status-related fields: Clear a status or flag once a contact or company finishes a specific stage of your process.
- Cleaning invalid or failed data: Blank out fields populated from failed imports or integrations, so they can be updated correctly later.
- Post-onboarding clean up: Remove onboarding-specific fields after a company transitions into standard account maintenance.
Troubleshooting the Clear Fields Step in GoHighLevel
If fields are not clearing as expected in GoHighLevel, review these points:
- Check record type: Confirm whether you selected Company or Associated Contact correctly.
- Verify field selection: Make sure the exact field you expect to clear is selected in the action.
- Inspect workflow filters: Ensure the record is not being filtered out before reaching the Clear Fields step.
- Confirm workflow activity: Check workflow logs to verify that the action was triggered for the specific record.
If the configuration is correct and the issue persists, compare your setup with the official GoHighLevel documentation for the Clear Fields of Company or Associated Contact action, available at this support page.
Further Optimization and Support
To build more advanced strategies around data hygiene and workflow design in GoHighLevel, consider partnering with a CRM and automation consultancy, such as Consultevo, which specializes in structured automation setups and optimization.
By using the Clear Fields action thoughtfully, you can maintain clean, relevant data in your GoHighLevel account while keeping your workflows flexible and easy to manage.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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