Business Forms

Send a secure update form for an existing HighLevel Business record

Give the right company contact a focused form to review and correct company information, without CRM access and without re-entering what HighLevel already knows.

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Load current company information

Whenever the form opens or reloads, current Business field values are retrieved from HighLevel and pre-filled – the recipient reviews, they don't start from a blank page.

Let recipients edit approved fields

Choose exactly which Business fields are open for editing, shown as read-only, hidden entirely, or required before the form can be submitted.

Field order follows HighLevel

Standard and custom fields are ordered together using the current HighLevel field positions, so the form matches the structure your team already set up in the CRM.

Control what appears on the form, and what can be edited

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Hidden or Selected Fields

Hide the fields you do not want, or turn it round and select the only ones the form should show.

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Read-only Fields

Show the current value but prevent editing.

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Required Fields

Require a valid value before submission.

You stay in control after the link is sent. The Forms dashboard inside HighLevel lists every generated link, so you can retire one early, reactivate a retired or expired one for 30 days, and bulk-edit expiry, field control, file behaviour, redirect and instructions without generating replacements. Links can also run on your own branded domain. See Forms Dashboard.

Keep company records accurate without opening up the CRM

US$15/month after trial · 14-day free trial

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