How to Use Custom Fields in GoHighLevel

Custom fields in GoHighLevel let you capture and use unique data about your contacts in a flexible way, similar to how ClickUp lets you tailor task data. By configuring custom fields correctly, you can store extra information, personalize messaging, and power advanced automation throughout your CRM and marketing workflows.

This how-to guide explains how custom fields work in GoHighLevel, where they appear, and how to create and manage them for your account.

What Are Custom Fields in GoHighLevel?

Custom fields in GoHighLevel are additional data fields that you create to store information that is not covered by the default system fields. Instead of being limited to basic contact details such as name, email, and phone number, you can add your own fields to track anything relevant to your business.

These fields can then be reused across multiple tools inside GoHighLevel, including:

• Contact records
• Forms and surveys
• Calendars and appointment forms
• Workflows and automation rules
• Email and SMS templates via merge fields

Because they are reusable, you only need to define a custom field once. After it is created, the same field and its data are available anywhere custom fields are supported in your GoHighLevel account.

Where Custom Fields Are Used in GoHighLevel

Understanding where custom fields appear in GoHighLevel helps you plan which fields you need to create. Once added, they can be accessed and populated in several areas.

Contact Records in GoHighLevel

On each contact record, you will see a Custom Fields section. Any custom fields you have created for the account will be listed here, and you can view or edit the values for each contact.

This makes GoHighLevel a more powerful CRM because you can store any tailored data, such as:

• Preferred service type
• Lead source details
• Account ID or membership status
• Important dates or milestones

Forms and Surveys in GoHighLevel

When you build forms and surveys, you can add fields that directly map to custom fields. This allows you to collect structured data from leads and clients and save it straight into your CRM.

Each time a form or survey is submitted, the answers are written into the matching custom fields in GoHighLevel, so your data stays consistent and immediately available for segmentation and follow-up.

Calendars and Appointment Forms

GoHighLevel calendars and booking forms can also use custom fields to capture extra information at the time of scheduling. For example, you can ask for:

• Reason for the appointment
• Budget range
• Location preferences
• Service package selection

Those responses are then stored as custom field values on the contact record, ready to be used by your team or in automation.

GoHighLevel Workflows and Automations

Inside the workflow builder, custom fields can be used in conditions, actions, and messages. This is how you can create highly targeted automation in GoHighLevel. Common examples include:

• Branching workflows based on a custom field value
• Updating custom fields at different stages in a funnel
• Triggering follow-up sequences when a field changes to a specific value

Because custom fields are accessible across workflows, they become central to how you design automation in GoHighLevel.

Merge Fields in Messages

Custom fields are also available as merge fields for emails, SMS, and other messages. By inserting the custom field merge tag, you can personalize each outgoing message with data stored on the contact record.

For example, a message in GoHighLevel could include a custom field such as a product name, membership level, or appointment detail, making your communications more relevant and engaging.

How to Create Custom Fields in GoHighLevel

Creating custom fields is straightforward and is done at the account level. Once created, they can be used across all the supported tools in your GoHighLevel account.

Step 1: Open the Custom Fields Settings

1. Log in to your GoHighLevel account.
2. Navigate to the Settings area for your account.
3. Locate and click on the Custom Fields section. This is where you can manage all custom fields for your account.

Step 2: Add a New Custom Field

1. In the Custom Fields area, click the option to add or create a new custom field.
2. Enter a clear, descriptive name for the custom field. This is how it will appear on contact records and in other tools.
3. Select the appropriate field type, such as text, number, date, dropdown, or other available types, depending on what GoHighLevel supports in your version.
4. If the field type supports options (like dropdowns), add the choices that users can select.
5. Save the new custom field.

After saving, the field becomes available across forms, contacts, calendars, and workflows in GoHighLevel.

Step 3: Organize and Manage Existing Custom Fields

As you create more custom fields in GoHighLevel, it is helpful to keep them organized so your team can use them consistently.

• Review your list of fields regularly and remove fields that are no longer needed.
• Rename fields where clarification is needed, making sure the purpose remains obvious.
• Group related fields logically to simplify data entry and automation setup.

Using GoHighLevel Custom Fields in Practice

Once your custom fields are in place, you can start applying them throughout GoHighLevel to streamline data capture and automation.

Map Custom Fields in Forms and Surveys

1. Open a form or survey in the builder.
2. Add a new field to the form that corresponds to the data you want to collect.
3. In the field settings, choose the matching custom field from the list of available options.
4. Publish or update the form once mapping is complete.

From that point on, every submission will populate the correct custom field in GoHighLevel.

Use Custom Fields in Workflows

1. Open the workflow builder in GoHighLevel.
2. Add a new trigger, condition, or action that uses contact data.
3. Select the custom field as part of your logic. For example, create a condition that checks whether a custom field equals a specific value.
4. Build branches or actions that depend on the field value, such as sending a tailored email or assigning a tag.

This approach makes your GoHighLevel workflows more dynamic and responsive to contact behavior and data.

Personalize Messages with Merge Fields

1. Open an email or SMS template inside GoHighLevel.
2. Place your cursor where you want to insert personalized data.
3. Use the merge field picker to select the relevant custom field.
4. Save the template. When messages are sent, GoHighLevel will automatically replace the merge tag with the actual custom field value for each contact.

Best Practices for Custom Fields in GoHighLevel

To get the most value from custom fields in GoHighLevel, follow a few simple best practices when planning and maintaining your setup.

• Plan field names carefully: Use concise, descriptive names so your team always knows what a field represents.
• Avoid duplicates: Before creating a new field, check existing fields to prevent overlapping or duplicate information.
• Standardize data entry: Use dropdowns or predefined options where possible to keep data consistent.
• Review regularly: Periodically audit your fields in GoHighLevel to remove unused fields and refine active ones.

Additional Resources

For more detailed reference on how to use custom fields, you can review the official guide on the GoHighLevel help portal: How to Use Custom Fields.

If you want strategic help implementing GoHighLevel workflows, CRM structures, and custom fields to support your marketing and operations, you can also explore consulting services at Consultevo.

By setting up and managing custom fields thoughtfully, you turn GoHighLevel into a tailored CRM and automation platform that reflects the exact data needs of your business.

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