Update Records with Forms Documentation
Update Records with Forms lets HighLevel workflows generate secure, pre-filled forms that customers, staff or external users can use to update CRM records without requiring access to HighLevel.
How it works
A HighLevel workflow runs the Update Records with Forms action, which creates a unique Form URL linked to a specific CRM record. If no Record ID is supplied, the action instead creates a form that can create a new record on its first successful submission.
Documentation sections
Getting Started
The minimum setup needed to generate and send your first form.
Generate a Form
Every input on the Update Records with Forms workflow action.
Field Configuration
How field schema, order and field-level updates work.
Creating New Records
Generate a form that creates a record instead of updating one.
File Uploads
Add, Replace and Optional Deletion file behaviour.
Form Submission Trigger
Continue a workflow after a form is successfully saved.
Redirects and Form Chaining
Send users onward after submission, or connect several forms in sequence.
Security and Data Handling
How form links, credentials and CRM data are handled.
Troubleshooting
Common configuration and submission issues.
Reference
Workflow action outputs and trigger payload fields.