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GHL Custom Field Integration

Custom Fields. How to use custom fields, what are custom fields?

Updated this week

The GHL (GoHighLevel) Custom Field Update integration lets you automatically update contact details in your GHL CRM from Call Loop. This helps keep your CRM data up to date with campaign activity, such as adding tags to contacts or recording specific actions.


Why Use the GHL Custom Field Update

This integration is designed to keep your CRM data accurate and up to date without manual exports or third-party tools.

Typical use cases include:

  • Lead Nurturing: Update lead status or stage after a text message reply.

  • Tracking Purchases: Mark contacts with a product name or subscription level.

  • Behavior-Based Messaging: Move leads to a new workflow when a field is updated.

  • Re-Engagement Campaigns: Trigger follow-ups when a contact’s field value changes.


Prerequisites

Before you set up the integration, make sure you have:

Requirement

Description

Active Call Loop Account

Ensure you have Call Loop 2.0 access and available credits.

GHL Account with API Access

You’ll need an admin-level account to connect Call Loop.

At Least One Custom Field in GHL (Optional)

Create any custom fields you plan to update (e.g., “Lead Stage,” “Purchase Status”).


Step 1: Connect GHL to Call Loop

  1. Log in to your Call Loop account.

  2. Navigate to Integrations > GHL.

  3. Click Connect Integration.

  4. When prompted, log in to your GHL account and approve the connection.

  5. Confirm that the integration status shows as Connected in Call Loop.


Step 2: Set Up a Custom Field Update Action

  • Go to Automations > Create Automation in Call Loop.

  • Choose GHL Custom Field Update as the action.

  • Select the GHL location you want to connect to.

  • Create or select the Custom Field in Call Loop that you want to use for the update.

  • Pick the corresponding Custom Field in GHL that you want to update.

  • Choose how you want to set the value:

    • Static Value: Enter a fixed value (e.g., “Engaged” or “Trial”).

    • Dynamic Value: Pull from a variable in Call Loop (e.g., a purchase ID or date).

  • Save your changes.


Step 3: Map the Custom Field in Your Campaign

Once the action is set up, assign it to the desired campaign or trigger:

  1. In Call Loop, open the Campaign you want to use.

  2. Add a new step or edit an existing step.

  3. Choose Action > GHL Custom Field Update.

  4. Select the previously configured action.

  5. Save and activate your campaign.


Step 4: Test the Integration

It’s important to verify that your setup works before going live.

  1. In Call Loop, go to the campaign and click Send Test (or trigger the event manually).

  2. Check the corresponding contact in GHL.

  3. Confirm that the selected custom field was updated with the expected value.

Currently, monetary values from GHL need to be mapped to a text field in Call Loop, as decimal points aren’t yet treated as numerical values, and symbols like the dollar sign won’t be recognized. However, new field types are planned for release in the near future, which will make handling monetary data more seamless.


Best Practices

Best Practice

Benefit

Use Consistent Field Names

Avoid confusion by matching field names in GHL and Call Loop.

Start Simple

Begin with one or two fields before scaling up.

Test with a Dummy Contact

Prevent accidental updates to live data during setup.

Use Dynamic Values for Flexibility

Capture event-specific details without editing campaigns each time.

Monitor Logs

Quickly identify and fix failed updates.


Common Use Cases

Scenario

How to Configure

Tagging Leads Based on Response

Update a field like “Lead Stage” after they reply to a message.

Tracking Webinar Attendance

Change a field to “Attended” after sending a confirmation link.

Recording Purchase Status

Update a field like “Plan Type” after a successful payment event.

Moving Leads Between Pipelines

Update a custom field to trigger a workflow in GHL.


Troubleshooting

Problem

Possible Cause

Solution

Field not updating

Wrong field selected or incorrect mapping

Verify the mapping and ensure the field exists in GHL.

Test contact not updating

Action not assigned to the right campaign or step

Check campaign steps and triggers.

Errors in logs

API access revoked or incorrect permissions

Re-authenticate the GHL integration.

Updates delayed

Network/API throttling

Retry or wait a few minutes; check GHL’s API limits.


Summary

The GHL Custom Field Update integration helps you keep CRM data synchronized with your Call Loop campaigns.
By setting it up correctly and following best practices, you can ensure seamless communication between your marketing workflows and your customer data.

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