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HighLevel Custom Objects and Workflows: Transforming CRM and Marketing Automation < HighLevel [Video]

What Are Custom Objects in HighLevel?Custom Objects allow businesses to create unique data records beyond the standard contact, company, or opportunity fields. These objects can represent anything—from pets at a veterinary practice to properties for a real estate agency. They are fully customizable and can be linked to existing contacts or other objects, forming a relational database within HighLevel.

This flexibility means businesses can structure their data in a way that mirrors their specific needs, enabling more precise workflows and tailored communication.

Why Custom Objects Are a Game-Changer

  1. Data PersonalizationCustom Objects enable you to track data unique to your business. Whether it’s tracking client vehicles in an automotive shop, student progress in an educational setting, or product warranties in retail, Custom Objects ensure that every detail is organized and accessible.
  2. Workflow IntegrationCustom Objects seamlessly integrate with HighLevel’s Workflow Builder, allowing you to automate processes tied to these records. Trigger actions, send messages, or update records automatically based on specific criteria.
  3. Enhanced …
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Services Branding, Web Design, Content Strategy, Lead Generation Ark Teacher Training is a training programme that allows graduates and career changers to learn from some of the best teachers and leaders in the profession. It is part of Ark, an international education charity which aims to give every young person a great education and real choices […]

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