What we mean by “Internal Forms” and why this matters…

When we say Internal Forms, we do not mean public lead forms.

We mean this:

A user is already logged into the HighLevel desktop or mobile app… already inside a contact record… already doing the work.

Instead of a rep needing to remember 5–6 different updates after a call or job, they click a button like “Internal Form”, choose a form (ex: Post-Sales Call, Job Complete, Service Follow-Up), and answer a short internal questionnaire.

That form:

Why this matters in the real world…

Right now, teams are forced to:

Internal Forms eliminate all of that.

Example (Sales):

After a call, the rep fills out one internal form:

-Any notes?

Based on answers:

No guessing. No missed steps. No CRM hygiene issues.

Example (Service businesses):

A plumber, roofer, or tech finishes a job on the mobile app:

All without leaving the app.

Bottom line:

Internal Forms =

✔ Higher adoption

✔ Better data integrity

✔ Fewer missed steps

✔ Massive mobile usability win

✔ Stickier product

✔ Faster teams

Over 120 people have voted for this because it solves a daily pain, not a “nice to have.”

This isn’t a new feature category… it’s unlocking the full power of what HighLevel already does, inside the app where work actually happens.

This would make life so much easier!!!

We have people who go meet their leads in person. When they walk out of the office, it would be great to go to the contact record, click on an internal form, where they can select the leads' status on different topics, notes, etc., without having to enter the contacts' EMAIL address.

Then, we could also create reporting from submssions and know how many visits they have made, etc.

I can't believe this has been sitting here since 2021!~~~

This is desperately needed. The clients that use my sub-accounts are constantly messing up the order in how to input the information for their clients and the conditional logic in forms would 100% fix that issue

This is SO needed to make updating so MUCH easier and Faster!! Please be like Keap and bring internal forms to GHL

What's stopping you all from doing this now? You can create a form and embed it anywhere? Even on internal pages? We use forms for many internal processes.

ohhhh this!! this is what I need!

It would be fantastic to have an internal forms feature, as it's something I've frequently used in other CRM systems and found immensely beneficial for ensuring accurate information is added to correct contacts. Unlike external forms, which require email and phone details for updates, internal forms offer numerous practical applications. Currently,

I've devised a workaround by adding a folder to custom fields (essential the internal form), which appears as a toggle on the contact screen. I create a task for users to select the folder toggle in the contact view and complete custom fields, and mark an "Action Updated" field with a yes tick—a signal that triggers a workflow. Although this method functions adequately, having an internal form linked to the +Button would greatly simplify the process.

Thanks for considering this feature, and thank you to everyone who has supported this idea with their votes.

This would be very helpful

PLEASE do this, as someone who's moved over from Keap, and have loads of users of Infusionsoft waiting to move over as Affiliates and Saas clients, they will miss this function that they currently have inside my Infusionsoft offering.

GHL, please add this feature.