GoHighLevel Custom Values Update (2026)

GoHighLevel quietly shipped one of its most useful CRM updates on May 22, 2026: Company fields are now available as custom values across the entire platform.

That might sound incremental if you have not been frustrated by the old limitations. But if you have ever tried to personalize an email with a contact's company name, pull an account tier into a workflow message, or auto-fill a contract with Company data, you know exactly how painful the workaround was. You had to duplicate every Company field onto the Contact record, keep them synced manually, or build webhook-based lookups.

None of that is necessary anymore. The custom value picker now includes a Company group with every standard and custom field you have defined on the Company object. Pick a field, drop it into your email, workflow, or contract template, and it resolves to the correct Company at runtime based on the Contact's association.

This guide covers how it works, where you can use it, and three practical setups that show why this matters.

What changed

Before May 22, the custom value picker only exposed Contact fields, user fields, and a handful of system values. If you wanted to reference a Company's industry, account tier, contract renewal date, or any other Company-level data in an automated message, you had two options:

1. Duplicate the data. Create mirror custom fields on the Contact record and manually (or via workflow) copy Company values into them. This works but creates data drift, doubles your field count, and breaks the moment someone updates the Company record without updating every associated Contact.

2. External lookup. Use a webhook to query the GoHighLevel API, match the Contact to their Company, pull the field, and inject it back into the workflow. This works but requires technical setup, adds latency, and is fragile.

Now you just open the custom value picker in any supported tool, select the Company group, and choose the field. Done.

Where Company custom values work

Company fields are available in the custom value picker across these tools:

• Workflows (Send Email, Send SMS, Add Note, Update Field, and any action with a text field)
• Email Builder (campaigns and one-off emails)
• Email Campaigns (subject lines, body text, preview text)
• Conversations (canned responses, manual messages)
• Documents and Contracts (auto-fill templates)
• Bulk Actions (bulk email, bulk SMS)
• Conversation AI (the AI can reference Company fields in its responses)

The value resolves at runtime to the Company associated with the Contact receiving the message. If a Contact is not associated with any Company, the value resolves to blank (same behavior as any empty custom value).

How to set it up

Step 1: Make sure you have Company custom fields

Go to Settings, then Custom Fields, then switch to the Company tab. If you have not created Company custom fields yet, this is the time.

Common fields worth adding:

• Industry (dropdown or text)
• Account tier (dropdown: Bronze, Silver, Gold, Enterprise)
• Contract renewal date (date field)
• Monthly retainer (number field)
• Primary service (dropdown matching your service categories)
• Onboarding status (dropdown: Not Started, In Progress, Complete)

Standard Company fields (name, phone, email, website, address) are already available without creating custom fields.

Step 2: Associate Contacts with Companies

Company custom values only resolve if the Contact has a Company association. Check your existing Contacts:

1. Open a Contact record
2. Look for the Company field in the contact details
3. Either search for an existing Company or create a new one

For bulk operations, you can import Contacts with a Company Name column and GoHighLevel will match or create Company records automatically.

Step 3: Use Company values in your templates

Open any supported tool (email, workflow action, contract template), click the custom value picker icon in the text editor toolbar, and select the Company group. Every standard and custom Company field appears in the list.

Insert the value and it will display as a merge tag like {{company.name}} or {{company.custom.industry}} in your template. At send time, it pulls the actual data from the associated Company record.

Use case 1: Agency client reporting emails

If you run an agency and manage multiple client sub-accounts, Company custom values transform your reporting workflow.

The setup: Create Company custom fields for Monthly Retainer, Primary Service, Account Manager, and Reporting Day (the day of the week the client expects their report).

The workflow:

1. Trigger: Recurring schedule (weekly)
2. Filter: Contact's Company Reporting Day matches current day
3. Send Email action with Company values in the template:

"Hi {{contact.first_name}}, here is your weekly {{company.custom.primary_service}} performance report for {{company.name}}. Your current plan: {{company.custom.monthly_retainer}}/month."

The email pulls the right Company data for each Contact automatically. No more maintaining separate email templates per client or copying company names into Contact fields.

Why this matters for agencies: If you manage 20 clients, that is 20 personalized reporting emails sent automatically with zero manual data entry. Scale that to 50 or 100 clients and the time savings are substantial.

Use case 2: B2B sales pipeline with tiered follow-up

For B2B businesses where the deal value and follow-up strategy depend on the company's profile, Company custom values let you build intelligent, tiered automation without duplicating data.

The setup: Create Company custom fields for Employee Count, Annual Revenue Range, and Account Tier (auto-calculated or manually set based on your qualification criteria).

The workflow:

1. Trigger: Pipeline stage moves to "Proposal Sent"

2. Branch by Company Account Tier:

   • Enterprise (annual revenue over $10M): Send personalized video follow-up, assign to senior sales rep, set 24-hour callback reminder
   • Mid-market ($1M-$10M): Send case study email tailored to their industry, 48-hour follow-up sequence
   • SMB (under $1M): Standard 3-email nurture sequence with self-serve booking link

3. All emails include: "{{company.name}}" in the subject line and "As a {{company.custom.annual_revenue_range}} company in {{company.custom.industry}}" in the body.

Why this matters: The follow-up intensity matches the deal size automatically. Enterprise prospects get white-glove treatment while SMB leads get efficient self-serve paths. And every touchpoint references the company's actual details instead of generic copy.

Use case 3: Contract auto-fill for service businesses

Service businesses that send proposals, contracts, or agreements can now auto-fill Company data directly into document templates.

The setup: Create Company custom fields for Legal Entity Name, Billing Address, Tax ID, and any service-specific fields (like Service Tier or Contract Start Date).

The contract template:

"This agreement is between [Your Agency Name] and {{company.custom.legal_entity_name}}, located at {{company.custom.billing_address}} (Tax ID: {{company.custom.tax_id}}).

Services: {{company.custom.primary_service}} at the {{company.custom.account_tier}} tier.

Monthly fee: ${{company.custom.monthly_retainer}}."

The workflow:

1. Trigger: Pipeline stage moves to "Contract Sent"
2. Generate Document action using the template above
3. Send Document action to the Contact
4. Wait for signature
5. On signature: move pipeline to "Won", update Company Onboarding Status to "In Progress"

Why this matters: No more manually filling in company details on every contract. No more typos in legal entity names. No more sending a contract with the wrong billing address because someone copied from the wrong source.

Conversation AI and Company context

One of the less obvious benefits: Conversation AI can now reference Company fields in its responses. If a Contact messages your business and Conversation AI is handling the conversation, it can pull Company data to provide more relevant answers.

For example, if a client asks "What plan am I on?" and you have their account tier stored on the Company record, Conversation AI can reference that field in its response instead of giving a generic answer.

This requires that the Contact is associated with a Company and that the relevant Company fields are populated. But when those conditions are met, the AI responses become noticeably more personalized and accurate.

Tips for getting the most out of Company custom values

Keep Company records clean. Company custom values are only as good as the data on the Company record. Build a workflow that checks for missing Company associations and flags them for review.

Use dropdowns instead of text fields where possible. Dropdown fields give you consistent values you can branch on in workflows. Free-text fields are harder to automate around because of spelling variations and inconsistencies.

Set up a Company update workflow. When a Company field changes (like account tier or contract renewal date), trigger a workflow that updates related automations, sends internal notifications, or adjusts the Contact's tags accordingly.

Do not delete your old Contact mirror fields immediately. If you previously duplicated Company data onto Contact records, keep those fields for a transition period. Test your new Company-value-based templates thoroughly before removing the old approach.