Why These Settings Matter
In this final part of the GoHighLevel Settings series, we’ll cover advanced settings that don’t fit into the previous two categories but are still essential for customization, tracking, and data management.
Some of these features are highly specialized, meaning they may not apply to every business. However, understanding what’s available can help you unlock powerful new capabilities inside GoHighLevel.
Custom Objects: Tracking Business Assets & Products
Custom Objects are a brand-new feature that allows businesses to track and manage assets, products, or unique data types beyond standard contacts and companies.
Use Case Examples:
Car Dealerships – Track inventory with VIN numbers and link vehicles to interested buyers.
Equipment Rental Companies – Assign rental equipment to customers and monitor availability.
Real Estate Agencies – Associate property listings with potential buyers.
How It Works:
Create a Custom Object – Define what you want to track (e.g., "Used Cars" or "Rental Equipment").
Add Object Details – Enter information such as model numbers, descriptions, or images.
Link to Contacts or Companies – Connect specific objects to relevant customers or businesses.
For most businesses, Custom Objects aren’t necessary. But if you have physical assets or inventory that need tracking, this feature is worth exploring.
Custom Fields vs. Custom Values
Custom Fields: Personalized Data for Each Contact
Custom Fields store individualized customer information and can be used in:
Forms & Surveys – Collect customer preferences or extra details.
Automations – Trigger workflows based on customer responses.
Contact Profiles – Add unique details to customer records.
Example Use Cases:
Fitness Trainers – Store each client’s goal weight or training plan.
Roofing Companies – Log a property’s roof type or damage severity.
Custom Values: Static Data for Marketing & Automation
Custom Values are pre-set variables that you can use across emails, texts, and automations. Unlike Custom Fields (which are unique per contact), Custom Values remain the same for all customers.
Example Use Cases:
Business Name & Address – Auto-fill branding details into emails and invoices.
Google Review Link – Insert a standard review request link into messages.
Owner’s Name – Avoid manually updating email signatures across multiple templates.
Key Differences:
Feature | Custom Fields | Custom Values |
Changes Per Contact? | ✅ Yes | ❌ No |
Used in Forms & Surveys? | ✅ Yes | ❌ No |
Used for Business Info? | ❌ No | ✅ Yes |
Example | "Favorite Product" | "Company Phone Number" |
Custom Fields help personalize interactions, while Custom Values help maintain consistent branding and simplify automation.
Lead Scoring: Measure Engagement & Sales Readiness
Lead scoring assigns numerical values to contact actions, helping businesses identify high-value leads.
How to Use Lead Scoring:
Turn On Scoring – Enable this feature inside the Manage Scoring section.
Define Score Triggers – Assign points for actions like email opens, replies, or payments.
Monitor Scores – View lead scores inside contact profiles to prioritize follow-ups.
Example Scoring System:
Action | Points |
Opens an Email | +1 |
Clicks a Link | +3 |
Schedules a Call | +10 |
Makes a Purchase | +20 |
Sales teams can use lead scoring to focus on the most engaged prospects, improving conversion rates.
URL Redirects: Create Short, Branded Links
URL Redirects allow you to create custom short links for marketing, tracking, and navigation.
Example Use Cases:
PDF Download Link – Direct customers to a Google Drive file using a short URL like yourbusiness.com/free-guide.
Referral Tracking – Redirect yourbusiness.com/referral to a dedicated sign-up page.
Marketing Campaigns – Create easy-to-remember links for promotions.
How to Set It Up:
Select Your Domain – Choose the domain for the short link.
Define the Redirect Path – Example: yourbusiness.com/offer.
Choose the Destination URL – Redirect to another website, a funnel, or a document.
This is a great branding tool that enhances customer experience and marketing efforts.
Integrations: Connecting GoHighLevel to Other Platforms
GoHighLevel offers native integrations with essential third-party apps.
Available Integrations:
Google & Facebook – Sync contacts, reviews, and ad leads.
Stripe & QuickBooks – Manage payments and invoices.
Shopify – Automate eCommerce order processing.
TikTok & LinkedIn – Capture leads from ad campaigns.
If GoHighLevel doesn’t have a direct integration for a tool you use, you can connect apps using Zapier or Make (Integromat) for expanded functionality.
For businesses with custom software, GoHighLevel supports API integrations under Private Integrations.
Tags: Organizing & Segmenting Contacts
Tags help categorize leads and customers based on behavior, interest, or status.
Common Tag Uses:
New Lead – Tag contacts upon opt-in.
Purchased Product A – Segment buyers for upsells.
VIP Client – Identify high-value customers.
Tags can be applied manually, through automations, or inside workflows. You can edit existing tags or create new categories to refine segmentation over time.
Audit Logs: Track User Actions & System Changes
The Audit Logs section records all major actions within your GoHighLevel account.
What It Tracks:
Who modified a contact’s details.
When an automation was changed.
Who deleted an opportunity or pipeline entry.
For teams managing multiple users, Audit Logs prevent confusion by keeping a record of all major updates and edits.
Labs: Testing Beta Features
The Labs section lets you enable experimental features before they’re fully rolled out.
New tools appear here before they become standard features. If you enjoy testing cutting-edge updates, this is where you can opt-in.
Brand Boards: Centralizing Marketing Assets
Brand Boards store logos, colors, and fonts for consistent branding across emails, websites, and automations.
This ensures that all marketing materials maintain a cohesive look and feel without manual updates.
Companies: Managing B2B Contacts
For businesses working with multiple contacts under the same company, the Companies feature groups contacts together.
Use Case Example:
If you work with a business that has several employees, you can group them under a single Company Profile.
This helps organize B2B interactions and streamline communications.
Final Thoughts & What’s Next
That wraps up our GoHighLevel Settings series!
Key Takeaways from This Video:
✅ Custom Objects track physical assets & inventory.
✅ Custom Fields personalize contact records, while Custom Values store static business info.
✅ Lead Scoring helps qualify engaged leads for better sales prioritization.
✅ URL Redirects create short, branded links for marketing.
✅ Audit Logs track user changes & system updates.
✅ Integrations connect GoHighLevel with third-party apps like Google, Facebook, Stripe, and Shopify.