GoHighLevel Custom Objects Guide

GoHighLevel Custom Objects Guide

If you manage complex client data in platforms like ClickUp and need deeper CRM flexibility, learning how to use custom objects in GoHighLevel will help you centralize that data. This guide walks you step by step through creating, editing, and managing custom objects, strictly following the features and limits described in the official documentation.

Custom objects let you store and relate unique data types (such as policies, vehicles, properties, or subscriptions) beyond standard contacts, opportunities, and companies. They are available on all plans with higher limits for Pro and Agency tiers.

What Are Custom Objects in GoHighLevel?

In GoHighLevel, custom objects are fully customizable data structures that you define to match your business model. Each custom object can contain fields, relationships, and records that describe real-world items involved in your workflows.

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

  • Insurance policies linked to contacts and companies
  • Vehicles attached to clients and deals
  • Real estate properties associated with listings and owners
  • Subscriptions, memberships, or contracts tied to your customers

Custom objects are accessible within sub-accounts and support permissions, schema management, and record-level operations.

GoHighLevel Custom Objects Availability and Limits

Custom objects are enabled on all GoHighLevel plans. However, the number of custom objects and records you can create depends on your specific plan level.

In general:

  • Each sub-account can create multiple custom object types.
  • Each custom object type can store many records.
  • Higher GoHighLevel tiers provide increased limits for both types and records.

To view the exact limits for your account, consult the official help documentation at the source page: GoHighLevel custom objects limits.

How to Access Custom Objects in GoHighLevel

Follow these steps to open the custom objects area in your sub-account:

  1. Log in to your GoHighLevel account.
  2. Select the appropriate sub-account from your locations list.
  3. In the left sidebar, look for the area labeled for custom objects or data structures (the exact label follows the current UI described in the help center).
  4. Click into the custom objects section to view existing objects or create new ones.

Once inside, you will see a list of available custom object types, their fields, and record counts according to your plan limits.

Creating a New Custom Object in GoHighLevel

To model new data such as policies, vehicles, or properties, you can create a fresh custom object schema.

Step-by-Step: Create a Custom Object

  1. Open the custom objects area

    Navigate to the custom objects section in your chosen GoHighLevel sub-account.

  2. Click the button to add a new object

    Use the “Create” or “New Custom Object” button (as described in the documentation) to start defining a new schema.

  3. Name your custom object

    Give it a clear, descriptive name such as “Policy,” “Vehicle,” or “Property.” This name will appear throughout your GoHighLevel workflows.

  4. Set key settings

    Specify any basic settings required by the interface, such as a description and any primary identifier used for the records.

  5. Add fields

    Define the data fields your custom object should contain. Typical field types may include:

    • Text or long text (e.g., policy number, VIN)
    • Numbers or currency (e.g., premium amount, property value)
    • Dates (e.g., start date, expiration date)
    • Dropdowns or picklists (e.g., policy type, property status)
    • Boolean fields (e.g., active/inactive)
  6. Save the object schema

    Once all needed fields are defined, save the custom object to make it available for records.

After saving, the custom object appears in your list, and you can begin creating records or connecting it to automation.

Adding and Managing Custom Object Records

Each record represents a single instance of the custom object, such as one policy or one vehicle. Managing records includes creating, editing, deleting, and linking them to other entities in GoHighLevel.

How to Add a New Record

  1. Select your custom object type

    From the custom objects list, click the object type you created (for example, “Policy”).

  2. Click to add a record

    Use the “New” or “Add Record” button.

  3. Fill in required fields

    Enter values into each field you defined earlier, such as policy number, coverage dates, or linked contact.

  4. Save the record

    Confirm to save the record so it becomes part of your GoHighLevel data set.

Editing and Deleting Records

To keep your GoHighLevel data clean and up to date, use the built-in controls for editing or deleting records:

  • Open any record from the list to view its details.
  • Click the edit option to update field values and then save changes.
  • Use the delete option (if you have permissions) to remove outdated or erroneous records.

Changes are immediately reflected wherever the custom object record is used in your sub-account.

Permissions and Access Control for GoHighLevel Custom Objects

GoHighLevel provides permission controls so that only authorized users can modify custom objects and their records. These permissions are managed at the user or role level.

Key aspects of permission management include:

  • Allowing or restricting access to create, edit, or delete custom objects.
  • Controlling which team members can view or modify specific records.
  • Aligning custom object access with your internal data governance rules.

To configure permissions, open your sub-account settings and adjust roles or user-level permissions based on the options provided in the official documentation.

Best Practices for Structuring GoHighLevel Custom Objects

Thoughtful design of your custom objects will keep your GoHighLevel account efficient and easy to maintain.

Plan Your Data Model

  • List out all real-world items you want to track (policies, vehicles, properties, contracts).
  • Decide which ones should be custom objects versus standard CRM fields.
  • Identify relationships between items (e.g., one contact can have many policies).

Use Clear Naming Conventions

  • Name custom objects in singular form (e.g., Policy, Vehicle).
  • Use descriptive field labels that match everyday business language.
  • Avoid duplicates by checking existing objects and fields before creating new ones.

Stay Within Plan Limits

  • Monitor how many custom objects and records you create.
  • Archive or remove unused objects and records where appropriate.
  • Review the official limit documentation if you approach caps.

Practical Use Cases for GoHighLevel Custom Objects

Below are sample scenarios that map closely to the examples supported by the GoHighLevel help article:

  • Insurance Agency

    Create a Policy custom object holding policy numbers, coverage types, premiums, and effective dates. Link policies to contacts and companies.

  • Automotive Dealership

    Build a Vehicle custom object with VIN, make, model, year, and status fields. Connect vehicles to buyers and opportunities.

  • Real Estate Brokerage

    Use a Property custom object with address, listing price, status, and agent fields. Associate properties with both sellers and buyers.

Each of these use cases leverages the flexibility of custom objects to store industry-specific data while keeping it inside the same GoHighLevel sub-account.

Where to Get More Help with GoHighLevel Custom Objects

For implementation strategy, automation design, or advanced CRM architecture around your custom objects, you can work with a specialist agency such as Consultevo. They can help map your business processes into a scalable GoHighLevel setup.

For detailed, up-to-date product behavior, current limits, and UI screenshots, always refer directly to the official GoHighLevel documentation here: Custom Objects in All Plans (Higher Limit).

By carefully designing your data model and following the steps above, you can use custom objects to transform GoHighLevel into a powerful, industry-specific CRM that reflects exactly how your business operates.

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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