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Custom Object Templates: Pre-Built CRM Setup in One Click

Use Custom Object Templates in GHL Customer Care to create industry-specific objects, fields, folders, and associations faster with ready-made CRM structures.

4 min read950 words6 explained imagesUpdated Tue, 5 May at 11:25 AM
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  1. Key Benefits of Custom Object Templates
  2. Agency Visibility Controls for Custom Object Templates
  3. How To Setup Custom Object Templates
  4. Frequently Asked Questions
  5. Related Articles

Custom Object Templates help you create industry-specific CRM structures in GHL Customer Care without building everything from scratch. Each template includes ready-to-use Custom Objects, fields grouped into folders, and associations, making it easier to organize business data around real-world processes. Templates are available from the Template Library and can be previewed before they are applied.

TABLE OF CONTENTS

What is Custom Object Templates?

Custom Object Templates are pre-built configurations that help you quickly create Custom Objects for common industries and use cases. Instead of manually deciding which objects, fields, folders, and associations to create, you can start with a ready-made structure and adjust it to fit your business needs.

Custom Objects are used to track business data that does not fit neatly into standard CRM records like Contacts, Companies, or Opportunities. Templates make that setup faster by giving you a practical starting point based on common industry workflows.

Custom Object Templates are available in the Template Library alongside other template modules in GHL Customer Care. Users can browse supported industries, preview template details, and apply a template when creating Custom Objects.

Key Benefits of Custom Object Templates

Custom Object Templates help teams launch structured CRM setups faster while still allowing flexibility for industry-specific processes.

  • Faster Setup: Create Custom Objects, fields, folders, and associations in one flow instead of building each part manually.
  • Industry Specific Starting Points: Choose from templates designed for common industries such as Real Estate, Insurance, Automotive, SaaS, Events, Pets, and Home Services.
  • Easier Data Organization: Use predefined fields and folders to keep related information grouped clearly.
  • Built In Relationship Mapping: Templates can include associations so records can be connected across Companies, Opportunities, and Custom Objects.
  • Preview Before Applying: Review the template’s objects, fields, associations, description, tags, and prerequisites before using it.
  • Agency Visibility Control: Agency Admins can manage which template modules or categories are visible to sub-accounts through Template Library visibility settings.

Agency Visibility Controls for Custom Object Templates

Agency visibility controls help agencies keep the Template Library focused for each sub-account. This is useful when an agency serves a specific niche and only wants clients or team members to see relevant template categories.

Agency Admins can manage Custom Object Template visibility using the existing Template Library visibility controls. 

These controls can be used to show or hide template access for specific sub-accounts or product areas. Hiding Template Library access restricts browsing or importing new templates, while assets already created from templates remain available for editing.

How To Setup Custom Object Templates

Applying a Custom Object Template gives your account a ready-made object structure that can be used as a starting point for your CRM setup. Reviewing the template before applying it helps confirm the objects, fields, and associations match your business process.

To use a Custom Object Template:

  1. Go to Settings in the sub-account.
    Step 1 of 9: Go to Settings in the sub-account What this shows Step 1 of 9: Go to Settings in the sub-account. What this shows Shows where to go for step 1 of 9 in the "How To Setup Custom Object Templates" section of "Custom Object Templates: Pre-Built CRM Setup in One Click". This screenshot accompanies step 1 of 9 in the "How To Setup Custom Object Templates" section of "Custom Object Templates: Pre-Built CRM Setup in One Click". At this point in the walkthrough you go to Settings in the sub-account. For context, this section explains: Applying a Custom Object Template gives your account a ready-made object structure that can be used as a starting point for your CRM setup. Reviewing the template before applying it helps confirm the objects, fields, and associations match your business process. The next step is to select Objects in the left pane. Step 1 of 9Image 1 of 6 Where to goGo to Settings in the sub-account. Next stepSelect Objects in the left pane.
    All 9 steps in this procedure
    1. Go to Settings in the sub-account. this image
    2. Select Objects in the left pane.
    3. Click Add Custom Object to create a new custom object.
    4. Choose Use a template to create objects using templates.
    5. Browse the available Custom Object Templates.
    6. Select the template that matches your industry or use case.
    7. Review the template preview, including objects, fields, associations, description, tags, and prerequisites.
    8. Click "Import Objects" to apply or use the template.
    9. Review the created Custom Objects and make any needed adjustments.
  2. Select Objects in the left pane.
    Step 2 of 9: Select Objects in the left pane What this shows Step 2 of 9: Select Objects in the left pane. What this shows Shows what to choose for step 2 of 9 in the "How To Setup Custom Object Templates" section of "Custom Object Templates: Pre-Built CRM Setup in One Click". This screenshot accompanies step 2 of 9 in the "How To Setup Custom Object Templates" section of "Custom Object Templates: Pre-Built CRM Setup in One Click". At this point in the walkthrough you select Objects in the left pane. For context, this section explains: Applying a Custom Object Template gives your account a ready-made object structure that can be used as a starting point for your CRM setup. Reviewing the template before applying it helps confirm the objects, fields, and associations match your business process. The next step is to click Add Custom Object to create a new custom object. Step 2 of 9Image 2 of 6 What to chooseSelect Objects in the left pane. Next stepClick Add Custom Object to create a new custom object.
    All 9 steps in this procedure
    1. Go to Settings in the sub-account.
    2. Select Objects in the left pane. this image
    3. Click Add Custom Object to create a new custom object.
    4. Choose Use a template to create objects using templates.
    5. Browse the available Custom Object Templates.
    6. Select the template that matches your industry or use case.
    7. Review the template preview, including objects, fields, associations, description, tags, and prerequisites.
    8. Click "Import Objects" to apply or use the template.
    9. Review the created Custom Objects and make any needed adjustments.
  3. Click Add Custom Object to create a new custom object.
    Step 3 of 9: Click Add Custom Object to create a new custom object What this shows Step 3 of 9: Click Add Custom Object to create a new custom object. What this shows Shows what to click for step 3 of 9 in the "How To Setup Custom Object Templates" section of "Custom Object Templates: Pre-Built CRM Setup in One Click". This screenshot accompanies step 3 of 9 in the "How To Setup Custom Object Templates" section of "Custom Object Templates: Pre-Built CRM Setup in One Click". At this point in the walkthrough you click Add Custom Object to create a new custom object. The next step is to choose Use a template to create objects using templates. Step 3 of 9Image 3 of 6 What to clickClick Add Custom Object to create a new custom object. Next stepChoose Use a template to create objects using templates.
    All 9 steps in this procedure
    1. Go to Settings in the sub-account.
    2. Select Objects in the left pane.
    3. Click Add Custom Object to create a new custom object. this image
    4. Choose Use a template to create objects using templates.
    5. Browse the available Custom Object Templates.
    6. Select the template that matches your industry or use case.
    7. Review the template preview, including objects, fields, associations, description, tags, and prerequisites.
    8. Click "Import Objects" to apply or use the template.
    9. Review the created Custom Objects and make any needed adjustments.
  4. Choose Use a template to create objects using templates.
    Step 4 of 9: Choose Use a template to create objects using templates What this shows Step 4 of 9: Choose Use a template to create objects using templates. What this shows Shows what to choose for step 4 of 9 in the "How To Setup Custom Object Templates" section of "Custom Object Templates: Pre-Built CRM Setup in One Click". This screenshot accompanies step 4 of 9 in the "How To Setup Custom Object Templates" section of "Custom Object Templates: Pre-Built CRM Setup in One Click". At this point in the walkthrough you choose Use a template to create objects using templates. The next step is to browse the available Custom Object Templates. Step 4 of 9Image 4 of 6 What to chooseChoose Use a template to create objects using templates. Next stepBrowse the available Custom Object Templates.
    All 9 steps in this procedure
    1. Go to Settings in the sub-account.
    2. Select Objects in the left pane.
    3. Click Add Custom Object to create a new custom object.
    4. Choose Use a template to create objects using templates. this image
    5. Browse the available Custom Object Templates.
    6. Select the template that matches your industry or use case.
    7. Review the template preview, including objects, fields, associations, description, tags, and prerequisites.
    8. Click "Import Objects" to apply or use the template.
    9. Review the created Custom Objects and make any needed adjustments.
  5. Browse the available Custom Object Templates.
    Step 5 of 9: Browse the available Custom Object Templates What this shows Step 5 of 9: Browse the available Custom Object Templates. What this shows Shows what this covers for step 5 of 9 in the "How To Setup Custom Object Templates" section of "Custom Object Templates: Pre-Built CRM Setup in One Click". This screenshot accompanies step 5 of 9 in the "How To Setup Custom Object Templates" section of "Custom Object Templates: Pre-Built CRM Setup in One Click". At this point in the walkthrough you browse the available Custom Object Templates. The next step is to select the template that matches your industry or use case. Step 5 of 9Image 5 of 6 What this coversBrowse the available Custom Object Templates. Next stepSelect the template that matches your industry or use case.
    All 9 steps in this procedure
    1. Go to Settings in the sub-account.
    2. Select Objects in the left pane.
    3. Click Add Custom Object to create a new custom object.
    4. Choose Use a template to create objects using templates.
    5. Browse the available Custom Object Templates. this image
    6. Select the template that matches your industry or use case.
    7. Review the template preview, including objects, fields, associations, description, tags, and prerequisites.
    8. Click "Import Objects" to apply or use the template.
    9. Review the created Custom Objects and make any needed adjustments.
  6. Select the template that matches your industry or use case.
  7. Review the template preview, including objects, fields, associations, description, tags, and prerequisites.
  8. Click "Import Objects" to apply or use the template.
    Step 8 of 9: Click "Import Objects" to apply or use the template What this shows Step 8 of 9: Click "Import Objects" to apply or use the template. What this shows Shows what to click for step 8 of 9 in the "How To Setup Custom Object Templates" section of "Custom Object Templates: Pre-Built CRM Setup in One Click". This animation accompanies step 8 of 9 in the "How To Setup Custom Object Templates" section of "Custom Object Templates: Pre-Built CRM Setup in One Click". At this point in the walkthrough you click "Import Objects" to apply or use the template. The next step is to review the created Custom Objects and make any needed adjustments. Step 8 of 9Image 6 of 6 What to clickClick "Import Objects" to apply or use the template. Next stepReview the created Custom Objects and make any needed adjustments.
    All 9 steps in this procedure
    1. Go to Settings in the sub-account.
    2. Select Objects in the left pane.
    3. Click Add Custom Object to create a new custom object.
    4. Choose Use a template to create objects using templates.
    5. Browse the available Custom Object Templates.
    6. Select the template that matches your industry or use case.
    7. Review the template preview, including objects, fields, associations, description, tags, and prerequisites.
    8. Click "Import Objects" to apply or use the template. this image
    9. Review the created Custom Objects and make any needed adjustments.
  9. Review the created Custom Objects and make any needed adjustments.

After the template is applied, review the created objects, fields, and associations to ensure they match your workflow. Custom Objects can be managed from the Objects area in Settings, and associations can be reviewed from the object’s association settings.

Frequently Asked Questions

Q: Do Custom Object Templates create records automatically?
A: Custom Object Templates are designed to create the CRM structure, such as Custom Objects, fields, folders, and associations. They are not described as importing customer records or sample records in the current release note.

Q: Can I edit a template after applying it?
A: You can manage Custom Objects from the Objects area in Settings. Review the created objects, fields, and associations after applying a template and adjust the setup as needed based on your business process.

Q: Will applying a Custom Object Template overwrite my existing Custom Objects?
A: The release note does not state that templates overwrite existing Custom Objects. Review the template preview before applying and verify the created setup afterward.

Q: Can Agency Admins hide Custom Object Templates from sub-accounts?
A: Yes. Custom Object Templates use the existing Template Library visibility controls, allowing Agency Admins to manage access for sub-accounts.

Q: What happens if a template is hidden after it has already been used?
A: Existing assets created from templates remain available for editing even if browsing or importing new templates is later restricted.

Q: Do Custom Object Templates include associations?
A: Yes. Templates can include associations, helping connect related records such as Companies, Opportunities, and Custom Objects.

Q: Are workflows or sample data included with Custom Object Templates?
A: Not in the current release. Workflows and sample data are planned for a future phase based on the release note provided.

Q: Can users create and save their own Custom Object Templates?
A: Not in the current release. User-contributed templates are planned for a future phase based on the release note provided.

Q: Which industries are currently supported?
A: Current templates include Real Estate, Insurance, Automotive, SaaS, Events, Pets, and Home Services.

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