Custom Objects

This trigger should activate when a Contact is associated with a Custom Object (or vice versa). Purpose: To enable workflows that respond immediately when an association is made between a Contact and/or Custom Object. Once triggered, the workflow should have access to the Contact and/or Custom Object data, allowing for dynamic and data-driven actions within the flow.

Add the option to asossiate custom object automaticaclly in workflow. Right now i can just create one or update one but not asosiate one to another.

Currently there are only 2 triggers in High Level for custom object. When an Object is created and when an Object is changed. We need more triggers like when a contact is associated with an object (filter by association label). Also we could use more actions in workflows for custom object. Like being able to change a contact's association label automatically when they meet certain conditions.

Can we please have the ability to bulk import custom objects. Example, car lot has a spreadsheet of cars to use as custom objects. It would be amazing to have the ability to bulk import these for inventory management.

Use case: a custom object field is a "date", say "purchase date". if this was a contact field, then we already have the ability to trigger a workflow; however, if that date is in a custom object, there is no way to trigger a workflow. I can think of all sorts of use cases for these, "spouse birthday" "purchase date" "next maintenance due" "anniversary", etc.

Currently, we can associate custom objects with contacts, but not with opportunities. Allowing associations with opportunities would be highly beneficial — for example, it would enable us to link vendors (especially in service-based industries) directly to specific opportunities. This would also streamline future operations by making it easier to reference vendors for similar types of work in upcoming opportunities.

Currently, custom Contact-to-Contact associations (e.g. Buyer ↔ Seller relationships) are not accessible within Workflow actions such as “Create Associated Record for Contact”, nor from the Opportunity context, even though these associations exist and work correctly at the data/UI level. This limits important real-world use cases where a 1:1 relationship between two contacts (e.g. Restaurant ↔ Winemaker) needs to be reused across workflows — for example: Sending emails or notifications to the associated contact Detecting whether two contacts have done business together before Reusing existing relationship data when creating or automating opportunities Custom objects created from scratch are supported in general (but also still limited in value for opportunities e.g. (no emails can be sent to the associated obect / contact), but custom contact-contact associations are not exposed in general, which creates an inconsistency in the platform. Feature request: Make custom Contact-to-Contact associations accessible in: Workflow actions (dropdowns & variables) Opportunity context (for automation, emails, and logic) This would unlock powerful CRM, marketplace, and relationship-based workflows.

A global date field, not tied to a contact is needed to set an event date for a repeating event. I want to provide the upcoming date to current registrants and to those who subscribe in between meetings. I set up a manually triggered workflow after each event to update the "next event" date in each contact....but for new registrations I cannot set the upcoming date automatically. This does not seem complicated to add a date/time field that can be set manually or with a workflow.

Problem Statement Currently, when viewing custom objects associated with a contact (in the contact's detail view), only the primary display field is shown. This makes it extremely difficult to get useful information at a glance without having to click into each individual custom object record. For example, I use custom objects to track insurance policies for my clients. When I look at a contact's associated policies, I only see the policy number. I cannot see critical information like: Policy type (Auto, Home, Life, etc.) Premium amount Coverage limits Carrier/Insurance company Expiration date Status This forces me to click into each policy individually just to see basic details, which is time-consuming and inefficient when managing multiple policies per client. Requested Feature Add the ability to customize which custom object fields are displayed in the contact association panel, similar to how Opportunity cards can be customized. Ideally, this would allow users to: Select 3-7 custom fields to display on each custom object card in the association view Choose the layout/format of how these fields appear Apply these display settings at the custom object schema level (so all instances show the same fields) Use Cases This feature would benefit many industries and use cases: Insurance agencies tracking multiple policies per client Real estate tracking properties, showings, and listings Legal firms tracking cases and documents Healthcare tracking treatments, appointments, or prescriptions Financial services tracking accounts, investments, or loans Any business using custom objects to track multiple related records per contact Impact This enhancement would make custom objects significantly more practical and user-friendly, reducing clicks and improving workflow efficiency. Right now, opportunities have better display customization than custom objects, which limits the usefulness of the custom objects feature for many users. Comparison to Current Features Opportunity cards already have this functionality and can display multiple custom fields. Bringing this same capability to custom objects would create feature parity and make both tools equally powerful for different use cases.