Custom Objects in Workflows – What It Is & How It Can Boost Your Results

Introduction:

The new Custom Objects in Workflows feature is here to revolutionize how you automate processes in GoHighLevel—making it easier than ever to create tailored workflows for your unique business needs.

Quick Overview:
With this GHL New Feature, you can now build object-specific workflows, trigger actions based on custom object events, and automate detailed processes, saving you time and ensuring precision.

---

What’s New?

Custom Object Workflows:

• Create workflows specific to your custom objects, such as “Homes,” “Cars,” or “Pets.”
• Organize and automate processes using object-based triggers and actions tailored to your business needs.

Trigger Workflows with Custom Object Events:

• Set up workflows that trigger automatically when a custom object undergoes specific changes, like a “Home Status” update.

Perform Targeted Actions:

• Automate tasks like creating, updating, or clearing custom object records.
• Integrate seamlessly with tools like Google Sheets and custom webhooks for advanced functionality.

---

Why This Update is Important

Managing custom data can be overwhelming, but this GHL Workflow feature simplifies the process:

• Automation: No more manual tracking of custom object changes—let workflows handle it.
• Efficiency: Spend less time on routine updates and more on growing your business.
• Personalization: Tailor workflows to meet your specific operational needs, creating a system that works for you.

---

How to Implement Custom Objects in Your Business

Step-by-Step Guide:

1. Navigate to the Workflow Landing Page in GoHighLevel.
2. Click on “Create Workflow” and select an object-based workflow.
3. Customize your workflow by adding triggers, actions, and integrations.

Triggers Available:

• Custom Object: Initiate workflows when a specific object is created or updated.
• Events: Use inbound webhooks or other triggers for external data integration.

Actions You Can Use:

• Create, update, or clear custom object records.
• Add a row in Google Sheets for centralized data tracking.
• Utilize internal formatting tools like Date/Time Formatter, Text Formatter, and Number Formatter.

---

Customization Tips

• Integrate with Google Sheets: Track important data like sales logs or performance metrics effortlessly.
• Use Conditional Actions: Set up If/Else conditions for branching workflows tailored to specific scenarios.
• Leverage AI for Automation: Incorporate GPT-powered actions to generate data insights or automate communications.

---

Results You Can Expect

Real-Life Impact:
Let’s say you run a real estate agency. Here’s how this feature can help:

• When a property’s status changes to “Closed,” automate updates to the agent’s profile, log the sale in Google Sheets, and clear unnecessary fields—all without lifting a finger.

Benefits:

• Increased Productivity: Save hours by automating routine updates.
• Better Data Management: Keep records up-to-date and organized.
• Enhanced Accuracy: Minimize errors with automated actions.

---

Success Stories

A real estate agency used this GHL Workflow feature to streamline their property sales process:

• Trigger: When the “Home Status” field changes to “Closed.”
• Actions Taken: Updated agent records, logged the sale in Google Sheets, and cleared temporary fields.
• Results: Reduced administrative time by 50% and improved data accuracy significantly.

---

Conclusion

With the Custom Objects in Workflows update, you can now:

• Automate object-specific tasks.
• Streamline your processes with precise triggers and actions.
• Integrate seamlessly with third-party tools.

This is your chance to revolutionize your workflows. Try the GHL New Featu today and see the difference it can make for your business.

What feature would you love to see next in GoHighLevel? Drop a comment below and let’s talk!