Custom Fields in Email Builder and Automations | Voters

Custom Fields in Email Builder and Automations

Sandeep Sambhi

Add ability to use opportunity custom fields as we use contact custom fields. Use them to trigger automations, conditions in automations, math operations etc… also allow them to be variables used in email templates.

Thanks!

October 18, 2023

Mayank Sinha

I think GHL lacks in many things and this is another big drawback of the platform. We just migrated from Active Campaign but there are many important functionalities which is not present and I think we will have to switch back to Active Campaign.

Pallavi Kothari

Merged in a post:

Make Opportunity Custom Field Capabilities The Same As Contact Capabilities

Kris Zizzo

Currently the opportunity custom fields don't have the same capabilities as contact custom fields. Having the same capabilities would be huge for automations, reminders, etc. for specific opportunities.

For example: A real estate agent has an investor with multiple properties being sold.

The selling price of the home would be different with each opportunity.
The commission % to be used for payment to the agents would be different for each opportunity.
Important deadlines for closing the sale would be different for each opportunity (ex. home inspection date, pest inspection date, etc.)

I cannot use a math function that auto-calculates the commission to be paid using opportunity fields.

I also can't sent reminders based on custom dates listed on the opportunity field or send information out to 3rd party people involved (ex. the other realtor) who's information is stored as an opportunity field given they are the agent for that one property and not all of the contacts properties.

THE RESOLUTION:

Allow custom opportunity fields the same autonomy custom contact fields have.

Use in emails.
Use in workflows as triggers and actions.
Allow to use the math function with opportunity fields.
etc...

This would eliminate the need for 3rd party integration apps being used for necessary opportunity updates.

January 23, 2025

Preston Bond

Just built a whole automation assuming opportunity custom fields could be used in email templates... please fix this!

Amir Omar

Please make this available. I thought the whole purpose of using custom fields in oppurtunities because we could use that data in our emails. This needs to be something that's added please!

Damon "Tackle" Vinciguerra

I just wasted my night assuming opportunity fields could be added to email templates. PLEASE add this. 🙏

Sam Whitehead

I'm new to HighLevel. How likely is it that the developers will introduce this functionality?

Pallavi Kothari

Merged in a post:

Automations in Opportunities

Trinity Social

Being able to use triggers and actions for Opportunities custom Values

July 24, 2024

Shanna K Middleton

Can we create a client portol so they can review their opportunity details?

Shanna K Middleton

Wait, I am so confused. Are you telling me after i just spent a month setting everything up, that I CANT use opportunity custom fields in automation emails? This makes NO sense. Please tell me there is a work around?

Sam Whitehead

Shanna K Middleton I am having the same problem!

Jeremy Biggs

Absolutely needed, if a custom field is created then its logical that the field is available across all areas: Templates, Emails, Workflow, Funnel CMS etc...

Its weird that this was not included from the outset.

Moin Rane

Jeremy Biggs, you need to create an automation that convert those opportunity fields into contact field and then you can use those in emails. This is only the workaround right now.

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