Unlocking the Power of Custom Objects in High Level for Business Automation

Today, I’m delighted to guide you through the world of custom objects within High Level. If you're unfamiliar with this concept, you're in the right place. This powerful feature has been around for a few months, but now we can integrate automations, making it indispensable for your business.

Understanding Custom Objects

Custom objects allow you to expand the functionality of your High Level environment. Today, I’ll use real estate as an example, but the principles apply to any business. When you create a custom object, such as "Property Listings," it adds a new tab for easy access and management of data.

In real estate, for example, each sub account can create its own custom objects, tracking street names, zip codes, square footage, and more. This feature allows teams to easily manage inventory and add new properties with a consistent naming convention.

Creating and Customizing Your Data

What's truly exciting is the flexibility. You can customize fields to fit your needs — from property addresses to dropdown menus ensuring team members select consistent options. You can even integrate client information through associating contacts with properties, tagging them as sellers, and tracking their interactions.

I'll guide you through creating a new custom object, like "Client Interest Transactions," and how to collect client data, such as phone numbers and email addresses. This is not just for contact storage, but for tracking client interactions and scheduled visits.

Automating Workflows with Custom Objects

Once your custom objects are in place, you can leverage High Level's automation capabilities. You can trigger workflows based on the object actions — for instance, notifying clients about new properties that match their needs. Custom objects give you new options for integrating data into various workflows and triggers.

Imagine an automated notification sent to clients every time a new three-bedroom property is listed. This level of automation keeps your clients informed and engaged effortlessly.

Beyond Custom Objects

Before custom objects, we relied on workarounds like utilizing contact fields. Now, you can separate data into powerful objects, creating a structured approach to managing information and automations.

Join the Vision

I hope this overview has sparked ideas on how to use custom objects in your business. To learn more or get help, you're welcome to join me during open office hours. You can find the Zoom link on our community events calendar. If you’re not yet part of our reseller program or community, visit MyVisionAgency.com to sign up.

Join us to explore our software bundle and resell opportunities, whether you're interested in AI ads, sales bots, or private coaching sessions. Thank you for your most valuable asset — your time. I look forward to helping you bring your vision to life!

Best,

Bridget Bartlett

If you're interested in further details or have questions, please feel free to connect during our sessions. Let's transform how you run your business with custom objects in High Level!