Did You Know You Can Automatically Create Custom Object Records Directly from Form Submissions?
HighLevel custom objects keep your CRM organized from the start
Manually transferring form data into your CRM can slow down your workflow and introduce errors. HighLevel eliminates this step by automatically turning form submissions into structured custom object records that are instantly linked to the contact.
Whether you are tracking vehicles policies, projects or other assets, this feature ensures your data is organized from the very first interaction.
HighLevel custom object automation simplifies data collection
When a prospect submits a form, HighLevel can instantly create a custom object record using the information provided. This means no more copying and pasting or missing key details.
Key benefits include:
✔ Automatic record creation from form submissions
✔ Seamless linking between contacts and their associated assets
✔ Cleaner more organized CRM data
✔ Time saved on manual data entry
HighLevel setup steps for custom object forms
Setting this up inside HighLevel is simple:
1️⃣ Go to Settings and select Objects
2️⃣ Click Add Custom Object and define your fields
3️⃣ Navigate to Sites and open the Form Builder
4️⃣ Add your custom object fields directly into the form
5️⃣ Save your form and start collecting structured data
Once live every submission will automatically generate a custom object record tied to the contact.
HighLevel forms and custom objects improve efficiency
By combining forms with custom objects, you create a system that captures and organizes data in real time. This not only improves accuracy but also allows your team to act faster with complete information already in place.
If you are looking to scale your processes while keeping your CRM clean and structured, this feature is a must use.everything into one streamlined system.
Login or start a free trial today to try it for yourself!
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