Let customers review and update their existing HighLevel Contact details
Existing Contact values are pre-filled – name, phone, email, address and more. The recipient only has to confirm or correct them, and only changed values are written back to that Contact.
Best for information that belongs to the person
Keep transaction-specific information on Opportunities or Custom Objects
If the information belongs to a specific deal, job or asset rather than the person, use an Opportunity form or Custom Object form instead – that keeps each record clean and avoids storing job-specific answers on the Contact.
No hidden Contact ID field required
The Record ID stays behind the form. Recipients see a normal, friendly update form – never an ID, token or CRM concept they have to understand.
Optional: verify it's really that Contact first
Turn on Send Verification Code to require a one-time code sent to the phone or email already on the Contact's record before the form loads. See Verification.
Personalise instructions with workflow variables
Write Form Instructions once, using HighLevel workflow variables, and every recipient sees it addressed to them.
"Hi {{contact.first_name}}, please check that your contact details below are still correct."
Let people keep their own details accurate – safely
US$15/month after trial · 14-day free trial
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