Did You Know You Can Connect Custom Objects Together to Build a Relational Database?
Ditch the spreadsheets and build a powerful relational database with HighLevel Custom Objects.
Managing a business often requires tracking more than just names and email addresses. If you run a dealership, a real estate firm, or a service center, you need a way to link specific assets to your customers. The HighLevel custom objects feature allows you to build a sophisticated relational database directly within your CRM so you can ditch the messy spreadsheets for good.
Organize data with HighLevel custom objects
Instead of relying on disconnected tools, you can create unique categories for items like vehicles, properties, or specialized equipment. By using HighLevel custom objects, you ensure that every piece of data has a clear relationship to a contact record. This creates a seamless experience where all your essential information lives in one centralized hub.
How to set up your relational database
Setting up these relationships is straightforward and helps you mirror your actual business operations. Follow these steps to get started:
1️⃣ Go to Settings in the bottom left corner and select Objects.
2️⃣ Create a new object (such as "Cars" or "Properties") and define your primary display field.
3️⃣ Navigate to Associations to link that object to a contact record.
4️⃣ Visit a contact profile to see your new association appearing on the right hand side.
Automate data entry with HighLevel custom objects
You do not have to enter every detail manually. You can use the form builder to capture asset information automatically. By adding HighLevel custom objects fields to your forms or funnels, the data is instantly mapped to the correct contact profile the moment a lead hits submit. This level of automation keeps your database accurate without the extra manual work.
Login or start a free trial today to try it for yourself!
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