How to Create and Edit Custom Objects in GoHighLevel

If you already document processes in tools like ClickUp and now want to extend your CRM data structure, this step-by-step guide will show you exactly how to create and edit custom objects in GoHighLevel. You will learn how to model your own data, manage fields, and connect records so your account can track information beyond standard contacts, companies, and opportunities.

What Are Custom Objects in GoHighLevel?

Custom objects in GoHighLevel let you define your own record types to store specialized information that does not fit into default CRM entities. They behave similarly to built-in objects but are fully configurable.

Typical examples of what you can model with custom objects include:

• Subscriptions or memberships
• Projects, jobs, or work orders
• Equipment, properties, or assets
• Events, bookings, or registrations
• Any other structured data your business must track

Each custom object has its own set of records, fields, views, and permissions, which you configure inside the CRM builder.

Accessing the Custom Object Builder in GoHighLevel

To start creating and editing custom objects in GoHighLevel, open the CRM configuration area at the account level. Custom objects are not created at the sub-account level; they are defined once and can then be used across accounts that have access.

1. Log in to your GoHighLevel account with an admin or account-level user.
2. Open the main navigation and go to the Account or Agency settings area, depending on your plan.
3. Locate the section related to CRM or Objects where you can manage standard and custom objects.
4. Click the option that opens the custom object builder interface.

The builder is where you will create new objects, configure fields, and control how each custom record type behaves in GoHighLevel.

Creating a New Custom Object in GoHighLevel

Follow these steps to create a new custom object from scratch.

Step 1: Start a New Custom Object in GoHighLevel

1. In the custom object builder, click New Object or a similar button to add a custom object.
2. Enter a clear Object Name (for example, “Subscriptions” or “Properties”).
3. Specify the API Name or unique identifier if the interface prompts for one. This ID is often used in automations and integrations.
4. Add a brief Description so other users understand the purpose of the object.
5. Confirm whether the object should be available globally or restricted to selected locations, if that option is provided.

Once you save this initial configuration, the system creates the object shell and takes you to the field and layout configuration screens.

Step 2: Configure Fields for Your GoHighLevel Custom Object

Each custom object needs fields to capture the data you want to store. GoHighLevel typically offers several field types to cover different data formats.

1. Open the Fields or Schema tab for your custom object.
2. Review any default fields that GoHighLevel may create automatically (for example, ID, created date, and updated date).
3. Click Add Field to create new fields and choose the type, such as:
   • Text or Long Text
   • Number or Currency
   • Date or Date/Time
   • Checkbox or Boolean
   • Picklist / Dropdown
   • Lookup or Relationship fields to other objects
4. Provide the Field Label and an internal API Name if requested.
5. Set field options, such as:
   • Required or optional
   • Default values
   • Character limits or validation rules (when available)
6. Save each field and repeat for all data points you want to track.

Carefully planning fields is essential so that your GoHighLevel custom object supports accurate reporting and automation later.

Step 3: Set Relationships Between GoHighLevel Objects

To make your data model powerful, relate your new object to existing objects like Contacts or Opportunities.

1. In the object schema area, look for Relationship or Lookup field types.
2. Create a lookup field that points to the object you want to connect, such as:
   • Contact
   • Company
   • Opportunity
   • Another custom object
3. Choose the relationship type if options are available, such as one-to-many or many-to-many.
4. Save the relationship field and confirm that it appears in both the field list and any related object views.

By linking records, GoHighLevel can display related lists, enable advanced filters, and allow automations to move data between objects.

Editing an Existing Custom Object in GoHighLevel

After you deploy a custom object, you might need to adjust fields, layouts, or behavior. You can safely make many changes, but be careful with changes that could impact existing data.

How to Edit Custom Object Settings

1. Return to the custom object builder in GoHighLevel.
2. Select the object you want to edit from the list.
3. Open the Settings or Details tab.
4. Update the object label, description, or visibility options as allowed by the interface.
5. Save your changes to apply them system-wide.

Some properties, such as an object’s API name, may be locked after creation to protect integrations. Review on-screen warnings carefully before confirming edits.

How to Add or Modify Fields on a GoHighLevel Custom Object

1. Open the Fields tab for your chosen custom object.
2. To add a field, click Add Field, choose the type, and fill in the required options.
3. To edit a field, click the field name or an edit icon next to it.
4. Adjust settings such as label, help text, default value, or required status.
5. Save your changes and confirm any warnings about existing data.

Be particularly cautious when changing field types, as this can affect stored values or connected automations in GoHighLevel.

Updating Layouts and Views for Better Usability

Once your object and fields are defined, configure how users see and work with records.

1. Open the Layout or Views section for your custom object.
2. Drag and drop fields into the desired positions on the record detail page.
3. Add or remove sections to group related information clearly.
4. Configure list views or table views, selecting which columns users see by default.
5. Save the layout so all users of your GoHighLevel account see the improved structure.

Intuitive layouts make it easier for teams to adopt new processes and reduce data entry errors.

Using Custom Objects in GoHighLevel Workflows and Automations

Once you have configured your custom objects, you can start using them across different tools and automations.

• Workflows: Trigger, update, or search custom object records in automations when supported by your GoHighLevel plan.
• Pipelines: Connect custom records to opportunities or deals for deeper revenue reporting.
• Forms and Surveys: Map form submissions to custom object fields when available.
• Reporting: Build reports and dashboards using fields from your custom objects.

Always confirm which automation actions and triggers are available for each custom object type in your specific GoHighLevel plan.

Best Practices for Managing Custom Objects in GoHighLevel

• Plan your data model first: Sketch out objects, fields, and relationships before building them.
• Use clear naming: Pick object and field names that non-technical users can understand.
• Limit required fields: Only mark truly essential fields as required to keep data entry fast.
• Test in a safe environment: If possible, test new objects in a non-production GoHighLevel account before rolling them out.
• Document changes: Keep a simple changelog in your process tool or documentation platform for future reference.

Where to Learn More About GoHighLevel Custom Objects

For the most up-to-date product details and screenshots, always review the official documentation. You can find the original instructions for creating and editing custom objects here: GoHighLevel custom objects help article.

If you need strategic help designing your CRM data model, automations, and funnels, you can also explore consulting resources at Consultevo.

By following the steps above, you can confidently create and edit custom objects in GoHighLevel, giving your CRM the flexibility to match your exact business processes and support more powerful automations.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

Scale GoHighLevel

“`