Update Custom Values in GoHighLevel Workflows

In this guide, you will learn how to use the Update Custom Values workflow action in GoHighLevel to dynamically store and reuse data. Although this platform is different from ClickUp, the idea is similar: you automate repetitive work by inserting the right information at the right time inside your funnels, pipelines, and communications.

The Update Custom Values action lets you capture data from triggers, forms, opportunities, and other workflow steps, then save that data into reusable custom values. Those custom values can later be merged into emails, SMS, and other automated actions.

What Are Custom Values in GoHighLevel?

Custom values in GoHighLevel act like dynamic placeholders. You define a key (the custom value) and then store content or data inside it. Anywhere you use that key, the platform automatically inserts the stored value.

Typical uses include:

• Inserting a specific URL or tracking link into messages
• Storing form responses for later follow-up
• Personalizing confirmations, reminders, and internal notifications
• Saving data from workflow branches for later conditions

The Update Custom Values workflow action makes this process automated. Instead of manually editing custom values, you let your workflows update them in real time.

Why Use the GoHighLevel Update Custom Values Action?

The Update Custom Values action in GoHighLevel is powerful whenever you want to:

• Capture data at the moment it is created
• Reuse that same data in multiple later steps
• Avoid hard-coding information directly into each email or SMS
• Keep messages consistent even when values change over time

By configuring this action correctly, you can build flexible workflows that react to user input or system events and then update custom values accordingly.

How the GoHighLevel Update Custom Values Action Works

The workflow action takes a value from your current workflow context and writes it into a specific custom value record. Later actions can then merge that custom value using the standard merge field syntax.

At a high level, the process is:

1. A workflow trigger fires (for example, form submitted, pipeline stage changed, contact added).
2. The Update Custom Values action runs and reads data from the contact, opportunity, or previous steps.
3. The action writes that data into the chosen custom value key.
4. Subsequent actions (such as Send Email or Send SMS) insert that custom value using the merge field.

How to Add the Update Custom Values Action in GoHighLevel

Follow these steps to add and configure the Update Custom Values action inside a workflow:

1. Open your workflow

   Navigate to the Automations or Workflows section in GoHighLevel and open the workflow where you want to use this feature.

2. Add a new action

   Click the plus (+) icon at the point in the workflow where you want to update a custom value.

3. Select the Update Custom Values action

   In the action list, scroll or search for Update Custom Values and select it. This inserts the action node into your workflow.

4. Choose the custom value to update

   In the action settings, pick the specific custom value key you want to modify. This key should already exist in your account, or you may be able to create one depending on your account configuration.

5. Define the source data

   Configure what data will be written into the custom value. Typical sources can include:

   • Contact fields (name, email, phone, custom fields)
   • Form or survey answers
   • Opportunity fields from the pipeline
   • Static text combined with dynamic merge fields
6. Save the action

   Click Save or Update to confirm your configuration. The action will now run each time the workflow reaches this step.

Best Practices for Using GoHighLevel Custom Values in Workflows

To keep your automation organized and predictable, follow these best practices when using the Update Custom Values action in GoHighLevel:

Name Custom Values Clearly in GoHighLevel

Use descriptive names for custom values so that your team understands their purpose. For example:

• appointment_confirmation_link
• last_form_submission_url
• primary_offer_name

Clear naming makes it easier to reuse the same key across multiple workflows and campaigns.

Map the Right Fields to GoHighLevel Custom Values

Ensure that the data you are saving matches how you plan to use it:

• If you will insert a URL into emails, store a valid link.
• If you will use the value in conditions, save clean, predictable text.
• If you will send the value to another system, consider formatting standards (for example, date formats).

Use GoHighLevel Custom Values in Messages and Actions

After the Update Custom Values action runs, you can merge the stored value into:

• Email templates
• SMS and MMS messages
• Internal notifications
• Other workflow actions that support merge fields

Make sure you insert the correct merge field tag that corresponds to the custom value you updated.

Test GoHighLevel Workflows Before Going Live

Always test your workflow end-to-end:

1. Run a test contact or opportunity through the workflow.
2. Confirm that the Update Custom Values action receives the correct input.
3. Check the custom value record to verify that it has been updated.
4. Send test emails or SMS to ensure the merged value appears correctly.

Testing prevents live contacts from receiving incorrect or blank data in communications.

Example Use Cases for Update Custom Values in GoHighLevel

Here are a few practical examples of how teams use this action inside GoHighLevel:

Capture the Latest Booking Link

If your workflow assigns different booking calendars based on conditions, you can set the chosen calendar link into a custom value. All follow-up messages then use that custom value, so the contact always receives the right booking URL.

Store the Last Submitted Form Name

When a contact submits multiple forms, you can update a custom value with the most recent form name. Internal notifications and CRM notes can reference that stored value to show which form triggered the automation.

Track Funnel Entry Source

When a contact enters via a specific funnel step, you can automatically set a custom value like “Lead Source – Funnel A” using this action. Later sequences and reports can use that stored data to segment and track performance.

Access the Official GoHighLevel Documentation

For the exact, up-to-date interface details of the Update Custom Values workflow action, review the official documentation from the platform: Workflow Action: Update Custom Values.

Next Steps for Optimizing GoHighLevel Automations

Once you are comfortable with the Update Custom Values action, you can combine it with other workflow actions for advanced automation, such as conditional splits, opportunity management, or multi-channel follow-up sequences.

If you want strategic help designing scalable automation systems or integrating GoHighLevel into a broader marketing stack, you can explore expert resources and consulting services at Consultevo.

By configuring Update Custom Values carefully and using them consistently across workflows, you make GoHighLevel more flexible, reduce manual edits, and keep your communication highly personalized and accurate.

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