Getting Started

The minimum setup required to generate and send your first Update Records with Forms link.

Step 1: Install the app

Install Update Records with Forms into the relevant HighLevel Agency or Sub-account.

Step 2: Create or open a workflow

Navigate to HighLevel Workflows and create a new workflow, or open an existing one.

Step 3: Add the Update Records with Forms action

Add the app's workflow action at the point in the workflow where the CRM record is already known, or where a new record should be created.

Step 4: Select the object

Choose the CRM object the form will work with:

Contact
Business
Opportunity
Any HighLevel Custom Object

Step 5: Supply a Record ID

For an existing record, supply the appropriate HighLevel record ID using a workflow variable.

The Record ID is used internally to identify the CRM record. It does not need to appear as a field on the public form.

If the Record ID is left blank, the form operates in creation mode — see Creating New Records.

Step 6: Configure the form

Configure:

visible fields
hidden fields
read-only fields
required fields
Form Instructions
file behaviour
submission settings
Redirect on Submission
expiry settings where available

See Generate a Form for the full detail on each of these.

Step 7: Use the generated Form URL

The workflow action returns a secure form_url. Use this URL in an email, SMS, internal notification, workflow, button or another supported HighLevel action.