How do I create a contact form in HighLevel
Verified against HighLevel as of August 25, 2026
- Area
- Lead capture
- Time
- 12 min
- Difficulty
- Starter
- Outcome
- more leads captured
- Updated
- August 25, 2026
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Get 30 days freeBefore you start
- HighLevel account credentials with sub-account access.
- Defined list of contact fields to capture from incoming leads.
- Planned post-submission redirect URL or custom thank you message.
Steps
HighLevel AccountSub-account
Access the Sub-Account Dashboard
Log in to your primary HighLevel account portal using your administrative credentials. From the account dashboard view, navigate to the specific client account or sub-account where you intend to build and publish the contact form. Working in the correct sub-account is mandatory because forms are created and bound at the sub-account level. If you remain at the agency level, you will not be able to access sub-account assets, local custom fields, or contact databases. Verify the account name in the upper dropdown menu before proceeding to the next step.
You should now see: The sub-account navigation panel loads on the left side of your screen, showing account-specific tools.
Why this matters: Choosing the correct sub-account ensures that all captured leads flow directly into the appropriate contact CRM database and pipeline. Selecting the wrong account routes sensitive customer inquiries into an unintended client database or fails to store contact information altogether.
SitesForms
Navigate to the Forms Builder Interface
Locate the main left-hand navigation sidebar inside your selected sub-account dashboard. Move your cursor down the menu list and click on the Sites option to expand the site management sub-menu. Within the expanded Sites menu, click on Forms to launch the form management hub. This dashboard displays your existing saved forms, form templates, and analytics access. You must use this interface to build new contact forms, adjust global form styling, and retrieve embed codes for publication across your websites or marketing funnels.
You should now see: The Forms hub opens, showing the forms management screen with existing forms and builder options.
Why this matters: Navigating to the Forms section gives you direct access to HighLevel's native form creation engine. Skipping this step prevents you from creating forms that trigger automated follow-up sequences and capture prospect data.
SitesForms+ Create New Form
Initialize a New Form or Choose a Template
Locate the + Create New Form button positioned on the top right area of the Forms management dashboard and click it. When the creation modal appears, you may choose to use one of the existing templates for Contact Forms or create a brand new form from scratch that suits your specific operational needs. If you choose a template, select a pre-designed layout tailored to contact inquiries to speed up build time. If you select a blank form, you will start with a clean workspace canvas. Click your preferred option to open the drag and drop form editor.
Setting What to enter Form Creation Option Start from Scratch or Choose Contact Form TemplateSelect template for fast setup or scratch for full custom layout. You should now see: The form builder workspace displays an open canvas on the left and element controls in the right sidebar.
Why this matters: Initializing a new form opens the builder workspace where elements and post-submission behaviors are assembled. Without starting a new form instance, you cannot customize input fields or set up automated lead capture workflows.
SitesFormsForm ElementsStandard Fields
Add Standard Contact Identification Fields
Look at the right sidebar of the form builder workspace to locate the Form Elements panel. Click, drag, and drop essential standard fields onto the form canvas, such as Full Name, Email, and Phone Number. Place these fields near the top of the form layout so prospects can enter their identity details first. As you drag each field, HighLevel provides a subtle shadow for clearer visual feedback and automatic scrolling in longer forms, allowing smooth placement without manual scrolling. Ensure that primary communication fields are added to complete basic lead identification.
Setting What to enter Full Name Drag onto form canvasCaptures prospect's full name for personalization. Email Drag onto form canvasCaptures digital address for follow-up emails. Phone Number Drag onto form canvasCaptures phone number for SMS and phone contact. You should now see: Full Name, Email, and Phone Number fields are visible on the active form canvas.
Why this matters: Standard contact fields provide the basic identification necessary to generate CRM contact records. Missing these core fields makes it impossible for your team to identify who submitted the inquiry or execute outreach.
SitesFormsForm ElementsCustom Fields
Add Custom Inquiry and Text Area Fields
Drag and drop a Message or Custom Text Area field from the right sidebar onto the form canvas directly below the basic contact fields. If your service business requires unique data points, access the Custom Fields tab in the sidebar and drag items like a query field onto the canvas. This allows prospective clients to enter specific inquiry details or explanations of their service needs. Use the drag and drop handles to rearrange field order on the canvas: the builder provides smooth movement and automatic scrolling to position elements higher or lower.
Setting What to enter Message / Custom Text Area Drag onto form canvasProvides an open text field for detailed messages. Custom Field / Query Drag onto form canvasCaptures unique client inquiry information. You should now see: Message and query text fields appear on the form canvas in your designated layout order.
Why this matters: Inquiry and custom text fields collect crucial background context before your sales team reaches out to a lead. Omitting these fields forces team members to conduct blind follow-ups, decreasing close rates and wasting phone conversation time.
SitesFormsForm ElementsSelection Controls
Add Structured Choice Controls
Inspect the Form Elements sidebar on the right side of the screen to locate structured selection options. Drag and drop choice elements such as Dropdowns, checkboxes, or radio buttons onto your form canvas. Configure these fields to collect specific options, such as service categories, preferred contact time, or primary areas of interest. Position these selection fields logically on your form canvas using smooth drag movement, ensuring the form structure is intuitive and easy for website visitors to navigate and complete.
Setting What to enter Dropdown Drag onto form canvasProvides a single-select list option. Checkboxes Drag onto form canvasAllows multi-select options for prospects. Radio Buttons Drag onto form canvasAllows single choice from visible radio items. You should now see: Selection controls display on the canvas with defined options visible in the form builder layout.
Why this matters: Structured choice inputs standardize prospect data during collection, enabling precise lead categorization. Without defined choice options, leads submit inconsistent text responses that hinder automated routing and pipeline tracking.
SitesFormsSettingsNotifications
Configure Email Notification Settings
Locate and click the Settings tab near the top of the form builder interface to open administrative configuration options. Within the settings panel, locate the Notifications section. Configure email notifications to alert yourself and internal team members instantly whenever a prospect submits the form. In addition, setup notifications via email for the leads that fill out your form so they receive instant automated confirmation of their submission. Input valid notification sender and recipient parameters to ensure delivery reliability across all email channels.
Setting What to enter Email Notification for Self / Team Configure internal notification emailsSends instant alert to business staff upon lead submission. Email Notification for Leads Configure prospect notification emailsSends auto-reply email to lead confirming submission. You should now see: Email notification configurations are active under the Notifications section in Form Settings.
Why this matters: Immediate email notifications ensure that your team is alerted to new incoming leads as soon as they submit. Failing to set up notifications delays lead contact, allowing prospects to reach out to competitors instead.
SitesFormsStyles
Customize Form Style and Responsive Design
Click on the Styles tab located in the right-hand panel of the form builder workspace. Adjust visual styling properties to match your brand identity, including background color, text color, and element spacing. Toggle the Full Width setting to ensure the form dynamically adapts to responsive design requirements across mobile devices, tablets, and desktop displays. Review the visual preview canvas carefully to confirm high contrast between background and text elements so visitors can easily read and fill out every field.
Setting What to enter Background Set visual background colorControls overall form container background. Text Color Set font colorEnsures legibility against background. Spacing Set field padding and marginsAdjusts visual balance and field distance. Full Width Toggle OnEnables responsive fluid width layout across screen sizes. You should now see: The form styling updates in the visual workspace and Full Width responsive design mode is enabled.
Why this matters: Professional styling and responsive design create a seamless user experience that optimizes conversion rates. Unstyled or visually broken forms create friction, leading visitors to abandon the form before completing submission.
SitesFormsSettingsForm Actions
Configure Post-Submission Form Actions and Workflows
Click on the Settings tab in the form builder and navigate down to the Form Actions section. Choose what action takes place immediately after a visitor completes and submits the form. You can select Show a Thank You Message and enter a custom message for on-screen confirmation, or choose Redirect to Another Page and enter a specific URL to send leads to a custom booking or landing page. Furthermore, configure the form action to Trigger a Workflow or Automation, such as sending a follow-up email sequence automatically upon submission.
Setting What to enter Form Submission Action Show a Thank You Message or Redirect to Another PageSelects immediate post-submit user experience. Thank You Message / Redirect URL Enter custom message text or external URLDefines output text or target URL. Trigger Workflow / Automation Select automated workflow (e.g., Send a follow-up email)Enables automatic follow-up sequence upon submission. You should now see: Post-submission action settings, redirect URLs, thank you text, and automation triggers are saved.
Why this matters: Form actions guide prospects to the next step in your sales funnel and immediately trigger lead nurturing. Omitting post-submission actions leaves prospects confused about whether their inquiry was received, lowering lead retention.
SitesFormsSave FormIntegrate Form
Save Form Settings and Open Integration Panel
Once all fields, styles, notifications, and form actions are properly configured, locate the Save Form button at the top right of the builder interface and click it. Wait for the confirmation message to ensure all form changes are stored in the database. Next, click the Integrate Form button to open the form embedding and sharing modal window. This panel provides embedding code options and direct shareable links required to place the contact form onto website pages, sales funnels, or third-party web platforms.
Setting What to enter Save Form Click button to commit all changesSaves design, fields, and settings. Integrate Form Click button to launch embed code modalGenerates HTML embed code and direct link. You should now see: The form saves successfully, and the Integrate Form modal displays embed codes and options.
Why this matters: Saving commits your configuration while integration links make the form accessible to website visitors. Forgetting to save or retrieve embed code keeps your form isolated in the builder, preventing prospective leads from finding and submitting it.
SitesFormsIntegrate FormCopy Code
Copy Form Embed Code or Direct Link
Inside the Integrate Form modal window, review the available publishing options for your contact form. Choose between iframe embed code, JavaScript embed code, or a direct form link depending on where you intend to host the form. Click the copy option to store the embed script or link on your clipboard. Make sure to keep this modal open or keep the copied code available so you can paste it directly into your website builder, funnel page, or client portal.
Setting What to enter Embed Type Select iframe, script, or direct linkChoose based on destination web platform. Copy Code Click to copy code scriptCopies embed code to clipboard. You should now see: A confirmation toast appears indicating the form embed code or direct link was copied to clipboard.
Why this matters: Selecting and copying the exact embed code allows seamless integration with your marketing assets. Using incorrect embed types can break layout rendering or prevent form submissions from registering properly.
SitesFunnelsPage EditorPaste Form
Embed Form and Test Live Submission
Navigate to your chosen funnel page, website builder, or external site where the form will reside. Insert a form element or custom code element on the page, select your newly built contact form, and paste the embed code. Save and publish the page, then open the live web page in a new browser window. Fill out all form fields including Full Name, Email, Phone Number, and Message or query with test data, and click submit. Verify that the post-submission thank you message or redirect occurs and check your sub-account contacts to confirm the test lead is captured.
Setting What to enter Page Code Element Paste copied form embed codeRenders form on live webpage. Test Form Submission Submit test lead dataValidates form functionality and lead routing. You should now see: The live form submits successfully, displays the configured thank you action, and creates a test lead in sub-account contacts.
Why this matters: Testing live submissions guarantees that lead capture, notifications, and automated workflows operate perfectly. Failing to test can lead to unnoticed form submission failures, causing loss of high-value business inquiries.
What changes once this is set up
- Functional contact form deployed to capture leads in your HighLevel sub-account.
- Automated email notifications configured for both internal team members and submitting leads.
- Form post-submission actions integrated with follow-up workflows or redirect URLs.
- Responsive form design customized with background colors, text styling, and full width layout.
Common mistakes
Forgetting to toggle Full Width in Styles tab when embedding on mobile sites.
Fix: Open the Styles tab in the form builder and toggle Full Width to On for responsive design on all screen sizes.
Skipping post-submission action configuration in Form Actions settings.
Fix: Navigate to Settings, select Form Actions, and specify either Show a Thank You Message or Redirect to Another Page.
If it is not working
Form fields are difficult to position or get cut off when dragging on longer forms.
Likely cause: Manual page scrolling interference during field drag and drop.
What to check: Drag fields directly using HighLevel's shadow preview handle to utilize automatic scrolling and smooth movement in longer forms.
Leads submit the form but neither the team nor the lead receives confirmation emails.
Likely cause: Notifications settings were skipped or improperly configured during setup.
What to check: Go to Settings under Forms and review the Notifications section to ensure email alerts are active for both yourself and submitting leads.
Form submission does not trigger an automated follow-up sequence.
Likely cause: The form action was not configured to trigger automation.
What to check: Navigate to Settings -> Form Actions in the form builder and verify that Trigger a Workflow or Automation is enabled and linked to your follow-up email workflow.
FAQs
Why should I build contact forms in HighLevel instead of third-party form plugins?
HighLevel forms integrate natively with your sub-account CRM, automated workflows, and pipeline triggers. Capturing leads directly eliminates the need for external webhook connectors and prevents lost lead data.
Can I trigger automated follow-up email campaigns immediately after a lead submits a contact form?
Yes. Under Form Actions in Settings, you can choose to trigger a workflow or automation. This enables immediate follow-up email sequences to nurture incoming leads without manual delay.
Does HighLevel support custom fields like query text areas and dropdown lists on contact forms?
Yes. You can drag standard fields, custom fields like query text areas, and selection controls like dropdowns, checkboxes, or radio buttons directly onto your form canvas.
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How do I stop leads slipping through after they fill out a form?
To stop leads slipping through after form submission, configure automated contact profile creation, immediate SMS auto-responders, and unified conversation routing across your account. Authenticate dedicated email sending domains to ensure notification emails avoid spam folders. Utilize location IDs and API endpoints correctly to guarantee form data routes into the right account instantly.
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