HighLevel Populating Custom Values using a Form

Automate Populating HighLevel Custom Values Using a Form

If you're using HighLevel to streamline your business processes, automating custom values through forms is a powerful feature to have in your toolkit. In this guide, we'll break down the steps to efficiently populate custom values using a form within your HighLevel account. This process will ensure that your data is clean, accurate, and synchronized across multiple accounts without manual intervention.

As a HighLevel certified admin and expert in the UK, I’ve designed automated customer journeys to help businesses like yours reduce time-consuming tasks. Today, I’ll walk you through how to use a form in your control account to populate custom values in sub-accounts. Whether you're working with Zapier, Make, or Pabbly, this method will streamline your workflow and save you a lot of headaches.

To start, ensure your control account form has custom fields that match the values you want to populate. When that form is submitted, the values automatically populate across different locations in your system. A key point is to ensure you don’t load a snapshot containing custom values that already exist in sub-accounts, as this will cause the process to fail. To avoid this, either load the sub-accounts separately or manage custom values as a separate snapshot.

The magic happens when a webhook searches for the user by their email, retrieves the necessary access token, and then updates the custom values. If there’s no incoming data, having an error handler in place is essential to prevent failures. This seamless integration of automation is the backbone of business automation for scaling companies using HighLevel.

Get the Curated App Tool here www.getcatalyst.app/curated

More about the author

Lisa Catto, also known as "The Queen of Automation," is a HighLevel Certified Admin who can help you navigate these tools. Based in the UK, Lisa specialises in designing and managing business and marketing automation systems using the HighLevel platform.

Her expertise is invaluable for businesses aiming to streamline their communication processes and maximize their marketing efforts. You find Lisa in the HighLevel Certified Admin Directory and on LinkedIn

For businesses using HighLevel, the CatalystApp by The Business Catalyst is a fantastic resource. It’s designed to build solid systems that empower companies to excel in sales and marketing automation. By integrating these tools, businesses can focus on what they do best: selling and serving their customers.

Book in a discovery call with Lisa to learn more about how you can leverage SaaS as part of your business model.

Book a Call