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.
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 the editing boundary with Hidden, Read-only and Required fields
Hidden Fields
Do not show the field.
Read-only Fields
Show the current value but prevent editing.
Required Fields
Require a valid value before submission.
Keep company records accurate without opening up the CRM
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