CRM, Contacts & Lead Gen

How to Use Custom Fields in GoHighLevel

Name: How To Use Custom Fields
Uploaded: 2024-04-01
Duration: 6 min 51 s
Channel: HighLevel

By Marnix Geerkens. Published 2024-04-01. Updated 2026-06-02.

Custom fields let you store information about a contact that GoHighLevel does not capture by default. Where built-in fields cover basics like name, email, and phone, custom fields handle anything specific to your business: property type, budget range, preferred appointment day, or any other qualifying detail. You can collect that data through forms and surveys, fill it in manually on a contact record, and reference it in automations.

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Summary. GoHighLevel ships with a standard set of contact fields, but every business needs something extra. This tutorial covers how to create custom fields for contacts and opportunities, how to group them into folders for clarity, how to pull them into forms and surveys so leads fill them in automatically, and how to reference the collected data inside workflow automations.

What you will learn

Understand the difference between custom fields (per contact) and custom values (per sub-account)
Create radio, dropdown, and other field types for contacts
Organize custom fields into named groups for tidy contact profiles
Add custom fields to forms and surveys so leads submit the data directly
Trigger automations based on what a contact submits in a custom field
Understand opportunity custom fields versus contact custom fields

Steps

Navigate to Custom Fields in Settings
Inside your sub-account, open Settings and scroll to Custom Fields. You will see all existing fields, any folder groups, and a list of deleted fields you can restore if needed.
Add a new custom field
Click Add Field. Choose the input type (radio, dropdown, text, number, and so on), set the object to Contact, pick a group folder, give the field a label and any answer options, then click Save.
Create a folder group to stay organized
Before creating many fields, add a folder with a descriptive name (for example, 'Real Estate Qualification'). When you create each field you can assign it to that folder immediately, which keeps the contact profile readable.
Move existing fields into a group
Check the box next to any field, click Bulk Action, choose Move to Group, and select your folder. Fields already in a group show under that heading on the contact profile.
Pull custom fields into a form or survey
Open a form or survey in the builder, click Add Element, then choose Custom Fields. Find your field in the list and drag it into the form. Adjust the label if needed. When a lead submits the form, their answer saves directly to the contact record.
Use custom field data in a workflow
Build a workflow that fires when a form is submitted. Add an internal notification action and include the custom field value using its merge tag. This way your team sees the qualifying answers the moment a lead comes in.
Explore opportunity custom fields
When creating a field, changing the object from Contact to Opportunity makes the field appear on the opportunity card instead of the contact profile. Use these for deal-specific data like contract value, close probability, or property address.

Tips

Create your folder groups before building fields so you can assign them correctly on the first pass.
Use radio or dropdown types for qualifying questions so the answers are consistent and easy to filter.