HighLevel now supports flexible associations between Opportunities and Custom Objects, allowing you to define and visualize how different records connect within your CRM. With this feature, you can represent real-world relationships—for example, linking an Opportunity (deal) to Events, Properties, or other Custom Objects. This creates a unified, contextual view across your business records, helping your team work faster and make more informed decisions.
TABLE OF CONTENTS
- Key Highlights
- How to Create an Association
- Managing Associations from Opportunities
- Viewing Associations in the CRM
- Opportunity Details
- Kanban View
- List View
- Tips
- Example Use Cases
- Frequently Asked Questions
- Related Articles
Why This Matters
Associations make your CRM more powerful and connected. Here’s why they matter:
Gain a 360° view of every Opportunity and its related data.
Mirror real business relationships—such as linking customers, properties, or events to deals.
Reduce time spent navigating across records by managing related information from one screen.
Use association data in workflows, reports, and exports to personalize automation and improve tracking.
Key Highlights
Supports one-to-one, one-to-many, many-to-one, and many-to-many relationships.
Create and manage associations directly from Opportunities or Custom Object panels.
Search for and link existing records instantly—no need to navigate away from your workflow.
View associated records across Opportunity Details, Kanban cards, and List Views.
Add association fields to layouts via Manage Fields → Association Label (Object Type) for better visibility and reporting.
How to Create an Association
Step 1: Open the Associations Tab
Go to Settings → Custom Objects → [Your Object].
Click on the Associations tab at the top of the screen.
Click Create Association to start configuring a new link between your Custom Object and Opportunities.
Step 2: Configure the Association
When the Create Association panel opens:
Select the object to associate with (for example, Opportunities).
Name your association:
Use a Single Label (e.g., “Deal”) if both objects share the same reference.
Use a Pair of Labels (e.g., “Buyer ↔ Seller”) if each side should show a unique name.
Configure the relationship type:
One-to-One: Each record can connect to only one record on the other side.
One-to-Many / Many-to-One: One record connects to multiple others.
Many-to-Many: Unlimited connections both ways.
(Optional) Set record limits to restrict the number of connections per record (up to 1,000).
Review the Preview panel to confirm your setup, then click Save.
Managing Associations from Opportunities
Once your association is created, you can link records directly from the Opportunity.
Open any Opportunity record.
Navigate to the Associated Objects tab in the left-hand panel.
Click + Associate new [Object].
Search and select the Custom Object you want to link.
Choose the relevant label (such as “Deal” or “Property”), then click Save.
Your association will appear immediately under its corresponding category (e.g., Contacts, Events, Properties).
You can click any associated record to open it in a side panel for quick edits or to view additional details without leaving the Opportunity screen.
Viewing Associations in the CRM
After setting up associations, they appear throughout your CRM to improve visibility and workflow efficiency.
Opportunity Details
All linked Custom Objects are displayed in the Associated Objects panel of an Opportunity. This gives users direct access to related data (such as linked Events or Contacts) in one view.
Kanban View
In the Kanban view, you can display associations directly on Opportunity cards.
To do this:
Go to Opportunities → Manage Fields.
Add the field Association Label (Object Type) to your card layout.
This helps sales teams quickly identify which Events, Properties, or Objects are tied to each Opportunity.
List View
In the List view, you can add the same association field as a column to display all linked records in a single glance.
This is especially useful for bulk reviews, filtering, and CSV exports.
Tips
You can create up to 10 unique labels between each pair of objects.
Each label supports up to 1,000 linked records per side.
Deleting an Opportunity or Custom Object will automatically remove its associations.
API support for associations will be added in future updates.
To include association data in exports or reports, add the association field through Manage Fields.
Example Use Cases
Real Estate
Link multiple “Property” Custom Objects to a single “Opportunity (Buyer)” to see all properties a client is interested in. This gives agents quick visibility into each buyer’s options.
Events
Connect “Event” Custom Objects with their related “Sponsorship Deal” Opportunities. This setup helps event managers understand which deals are tied to each event.
Insurance
Associate “Policy” or “Quote” Custom Objects to the corresponding Opportunities. Agents can easily track the policy, quote, and opportunity all from a single view.
Frequently Asked Questions
Q: Can I limit an Opportunity to only one Custom Object?
Yes. When configuring your relationship, choose One-to-One or set One-to-N with N = 1.
Q: Will renaming a label break existing associations?
No. Renaming only changes the display label; the internal link remains intact.
Q: Can I bulk import associations?
Not yet. Associations must currently be created manually or via workflows.
Q: Can I include associations in reports and exports?
Yes. Once the field is added in Manage Fields, it will appear in exports and reporting data.
Q: What happens if I delete a record?
When an Opportunity or Custom Object is deleted, all of its associated links are automatically removed to maintain data integrity.
Related Articles
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