REVSET LABS · EXPERT GUIDE·Integrations & API
How to Add Your GoHighLevel Business Name to Zapier
1,175 words·5 min read·Updated 28 April 2026·beginner· Quick Answer
To send your business name from GoHighLevel to Zapier, first create a dedicated custom field in GoHighLevel for the 'Business Name'. Then, map this custom field within your Zapier trigger to ensure the data is correctly transferred to your desired action app. This process typically takes 15-20 minutes.
Key Takeaways
- ✓Always use a dedicated custom field in GoHighLevel for consistent data transfer to Zapier.
- ✓Ensure your custom field is populated with data before testing your Zapier integration.
- ✓Carefully map the GoHighLevel custom field to the correct field in your Zapier action step.
- ✓Thoroughly test your Zapier workflow end-to-end to confirm accurate data flow.
- ✓Regularly review your custom field usage to maintain data integrity and avoid redundancy.
Why Add Business Name to Zapier from GoHighLevel?
Transferring your business name from GoHighLevel to Zapier is crucial for maintaining consistent client data across all your applications. This ensures that every tool in your tech stack, from CRM to spreadsheets, has the correct business association for each contact or lead. Accurate data mapping prevents errors, streamlines reporting, and enhances your overall automation efficiency.
Step 1: Create a Custom Field for Business Name in GoHighLevel
The first step is to establish a dedicated field in GoHighLevel to store the business name. Using a custom field ensures this specific data point is easily identifiable and transferable to external platforms like Zapier. This method provides the most reliable way to manage and export your business names.
1
Access Custom Fields Settings — From your GoHighLevel dashboard, click on Settings in the left-hand menu. Then, select Custom Fields under the 'Company' section to manage your data fields.
2
Add a New Custom Field — Click the + Add Custom Field button at the top right of the screen. This opens a new window where you will define your field's properties.
3
Configure Field Type — Choose Text as the field type from the dropdown menu. Then, select Single-line for the 'Field Type' option, as a business name typically fits on one line.
4
Set Field Details — Enter 'Business Name' in the Name field. You can also add a placeholder text like 'e.g., Acme Corp' to guide data entry, and a description for internal clarity.
5
Select Object Type — Ensure Contact is selected under 'Object Type'. This links the custom field directly to individual contact records, making it accessible for Zapier triggers related to contacts.
6
Save Your Custom Field — Click Save to create the new 'Business Name' custom field. It will now appear in your list of custom fields and be available for use in forms, workflows, and contact records.
⚠️ Avoid using existing standard fields for 'Business Name' if you need a dedicated, distinct data point. Creating a custom field ensures proper isolation and transferability.
🔥 Pro Tip
Use a clear, descriptive name like 'Business Name' for your custom field. This makes it easy to identify when mapping data in Zapier and prevents confusion with other fields.
Step 2: Populate the Business Name Field in GoHighLevel
Once your custom field is created, you need to populate it with actual data. This can be done manually for existing contacts or automatically for new ones through various GoHighLevel features. A populated field is essential for successful data transfer to Zapier.
1
Manually Update a Contact — Go to Contacts in the left menu and select an existing contact. Click Edit next to their name, locate the 'Business Name' custom field, and enter the relevant business name.
2
Update via a Form or Survey — Integrate the 'Business Name' custom field into your GoHighLevel forms or surveys. When contacts submit these, their business name will automatically populate the custom field.
3
Update via a Workflow — Create a workflow that uses an 'Update Contact Field' action to set the 'Business Name' based on specific triggers. This is useful for automating data entry or cleanup.
🔥 Pro Tip
Always test your custom field with at least one contact before setting up your Zap. This ensures the field is correctly configured and accepting data as expected.
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Step 3: Set Up Your GoHighLevel Trigger in Zapier
Now that your 'Business Name' custom field is ready and populated, you can configure Zapier to detect changes or new entries in GoHighLevel. This involves choosing the right trigger event to initiate your data transfer.
1
Create a New Zap — Log in to your Zapier account and click + Create Zap from the dashboard. This starts the process of building your automated workflow.
2
Choose GoHighLevel as the Trigger App — Search for and select GoHighLevel as your 'App event' in the 'Trigger' section. This tells Zapier to listen for events from your GoHighLevel account.
3
Select a Trigger Event — From the 'Trigger Event' dropdown, choose an event that will make your 'Business Name' available. Common choices include New Contact, Updated Contact, or Form Submission.
4
Connect Your GoHighLevel Account — Select your GoHighLevel account from the list or click + Connect a new account. Follow the prompts to authorize Zapier to access your GoHighLevel data.
5
Set Up Your Trigger — If prompted, select the specific GoHighLevel location you want to monitor. Then, click Continue to proceed to the test step.
6
Test Your Trigger — Click Test trigger to pull in a recent contact or form submission from GoHighLevel. This step is crucial to ensure Zapier can access your data, including the new 'Business Name' field.
⚠️ If your test trigger fails, double-check your GoHighLevel account connection and ensure there's recent data in GoHighLevel that matches your chosen trigger event.
🔥 Pro Tip
When testing your trigger, ensure the sample data pulled by Zapier includes a contact where the 'Business Name' custom field is populated. This confirms the field is correctly exposed.
Step 4: Map the Business Name Field in Zapier
After successfully testing your GoHighLevel trigger, the next critical step is to identify and map the 'Business Name' custom field to an action in Zapier. This ensures the data flows correctly to your target application.
1
Add an Action Step — Click the + button below your GoHighLevel trigger to add an action step. This is where you'll choose the app you want to send the business name to (e.g., Google Sheets, CRM).
2
Select Your Action App and Event — Choose your desired application (e.g., Google Sheets, HubSpot) and select an action event (e.g., 'Create Spreadsheet Row', 'Create Contact'). Connect your account if necessary.
3
Find the Business Name Field — In the 'Set up action' section, locate the field in your action app where you want to place the business name. Click into that field to bring up the data mapping options.
4
Map the GoHighLevel Custom Field — Search for 'Business Name' within the GoHighLevel trigger data. Select the custom field labeled 'Business Name' (often found under 'Custom Fields' or 'Show all options').
5
Complete Other Mappings — Map any other necessary fields from your GoHighLevel trigger to your action app. Ensure all critical data points are correctly assigned.
✅ Verify that the data type of the target field in your action app matches the 'Text' type of your GoHighLevel custom field. Mismatched types can cause errors.
🔥 Pro Tip
Always use the search bar in Zapier's mapping interface to quickly find your custom field. Custom fields are often nested, so searching saves time.
Step 5: Test and Publish Your Zap
The final stage involves thoroughly testing your entire Zap to confirm the 'Business Name' transfers correctly and then publishing your automation. This ensures your data pipeline is fully functional.
1
Test Your Action — Click Test step in your action configuration. Zapier will attempt to send the sample data, including the business name, to your action app.
2
Verify Data in Action App — Immediately check your target application (e.g., Google Sheet, CRM) to confirm the business name appeared correctly. Look for the specific contact or entry created by the test.
3
Turn On Your Zap — Once you've confirmed everything is working as expected, click the toggle switch to Publish Zap. Your automation is now live and will run automatically.
⚠️ Never publish a Zap without thoroughly testing it first. Untested Zaps can lead to incorrect data, missed leads, or other critical errors in your systems.
🔥 Pro Tip
Before turning on your Zap, test it with real, representative data from GoHighLevel. This catches potential issues that generic sample data might miss.
Troubleshooting Common Issues
⚠️ Business Name custom field not appearing in Zapier trigger data.
Ensure the custom field is correctly created as a 'Contact' field in GoHighLevel. Also, verify that the contact used for testing the Zapier trigger has data populated in this field.
⚠️ The Business Name is being sent incorrectly or is blank in the action app.
Re-check the mapping in your Zapier action step. Confirm you selected the exact 'Business Name' custom field from the GoHighLevel trigger output. Ensure there are no typos or incorrect field selections.
⚠️ Zapier trigger fails to pull any data from GoHighLevel.
Verify your GoHighLevel account connection in Zapier. Make sure the selected GoHighLevel location is correct and that recent activity (e.g., a new contact) matches your trigger event.
⚠️ The 'Business Name' custom field is not saving correctly in GoHighLevel.
Ensure you clicked Save after creating or updating the custom field. Check for any validation errors on the form or contact record when trying to input data.
⚠️ Zap runs but the data does not appear in the action app.
Check the Zap History in Zapier for any errors in the action step. Also, confirm that the action app's account is correctly connected and has the necessary permissions.
Common Mistakes to Avoid
- →Forgetting to create a dedicated custom field in GoHighLevel for the business name.
- →Not populating the 'Business Name' custom field in GoHighLevel before testing the Zap.
- →Mapping an incorrect or similar field in Zapier instead of the actual 'Business Name' custom field.
- →Failing to thoroughly test the entire Zapier workflow from trigger to action.
- →Using a standard GoHighLevel field for 'Business Name' that might not always be present or correctly exported.
Frequently Asked Questions
QWhy can't I just use the 'Company Name' field in GoHighLevel instead of a custom field?
While GoHighLevel has a 'Company Name' field, it is often tied to specific system functionalities or may not always be present on every contact record as reliably as a custom field. Creating a dedicated 'Business Name' custom field ensures you have a consistent, explicit data point that you control, making it more predictable and robust for Zapier integrations. This reduces the risk of missing data or mapping errors.
QWhat GoHighLevel trigger event should I choose in Zapier?
The best trigger event depends on when you want the business name to be sent. 'New Contact' is ideal for initial contact creation. 'Updated Contact' works if the business name might change over time. 'Form Submission' is perfect if the business name is collected via a GoHighLevel form. Choose the event that aligns with when the 'Business Name' field is expected to be filled or updated.
QHow do I ensure my custom field is visible in Zapier's trigger data?
To ensure visibility, first make sure the custom field is saved as a 'Contact' object type in GoHighLevel. Second, populate this field for at least one contact. When you 'Test trigger' in Zapier, it pulls recent data. If the sample data includes a contact with the 'Business Name' filled in, the field will appear in the available options for mapping.
QCan I use the 'Business Name' field in multiple Zapier actions?
Yes, once the 'Business Name' is successfully pulled into your Zapier trigger, it becomes available for use in any subsequent action steps within that same Zap. You can map it to multiple applications or fields as needed, allowing for consistent data distribution across your entire tech stack.
QWhat if my GoHighLevel location is not showing up in Zapier?
If your GoHighLevel location isn't appearing, first check your GoHighLevel account connection in Zapier to ensure it's authorized and active. If connecting a new account, ensure you select the correct 'Agency' and 'Location' during the authentication process. Sometimes, re-connecting the account can resolve synchronization issues.
Try GoHighLevel Free
Start your 30-day GoHighLevel free trial
Everything in this guide is in your free trial. 30 days, no credit card — the platform behind 78+ revenue systems.
Some links are affiliate links — if you sign up we may earn a commission, at no extra cost to you. We only recommend GoHighLevel because we build on it every day.
Arsalan Zaffar
Revset Labs · Revenue Systems · 78+ GHL Builds
Arsalan writes GHL guides from real build experience — 78+ systems, $9.2M in client pipeline. Wharton, CXL & Google certified.
Connect on LinkedInTags:GoHighLevelZapierIntegrationCustom FieldsAutomationData Transfer
