Did You Know Workflows Can Automatically Link Contacts, Companies and Custom Objects?
Automate your CRM data management with the HighLevel associate records action
Managing complex data relationships inside your CRM just got a whole lot easier. If your business relies on tracking items beyond basic contacts or opportunities, you likely use custom objects like projects, jobs, real estate listings, or vehicles. HighLevel makes it effortless to connect these elements automatically through native automation.
Custom objects and workflow automation in HighLevel
Custom objects let you build a database tailored to your exact business model. While standard CRMs limit you to contacts and deals, HighLevel allows you to group data into custom categories. Combining these custom objects with automated workflows means your system handles data management in the background, keeping your records accurate without manual entry.
Link records effortlessly using HighLevel associate records
The HighLevel associate records action allows you to tie existing records together automatically when a workflow triggers. For instance, when a client submits a form inquiry, you do not need to manually locate their project file to link them. The workflow handles the mapping instantly based on matching fields.
1️⃣ Enable the feature by navigating to settings, selecting lab features and toggling on the associate records action.
2️⃣ Open your desired workflow, add a new action and navigate to the associations category.
3️⃣ Select associate records and choose the object type you want to link, such as a project or job.
4️⃣ Define the matching criteria, such as mapping a contact address custom field to a project address custom field.
5️⃣ Configure how the system handles multiple matching records by choosing to link the earliest created record, latest created record or all matching records.
6️⃣ Select the appropriate association label and save your action.
Using this feature ensures your team spends less time updating records manually and more time closing deals.
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