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Overview

Connecting a Fillout form to Salesforce enables users to automatically sync form responses into a Salesforce object. Existing fields are mapped automatically, however you can still made edits and updates with manual mapping. Fillout also lets you create records on multiple objects with a single form using master-detail relationships. A master-detail relationship creates a parent–child connection between two Salesforce records. Add this to your form to let respondents fill out a parent form and a subform to create related records, adding as many as needed.

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How to set up

1

Add a relationship field

On your Salesforce-connected form, add a Relationship field from the left-hand panel. These are marked by .Screenshot 2025-12-12 at 7.16.29 PM.png
Objects must be linked via a master-detail relationship, not a lookup relationship. Additionally, required Salesforce fields must be filled out by respondents in order for the results to sync.
For example, let’s link our Fillout form to the Contact object. For the relationship field, we’ll pick Individual ID. When a respondent adds a new record, a small popup form (subform) will open for entering the related information.
2

Enable record creation

Click the field’s to enable Can create new records?.Screenshot 2025-12-12 at 5.04.20 PM copy.pngIn the right-hand panel, you can also:
  • Edit record creation form - modify the subform used for creating new records
  • Only show new records - let respondents create new records, but not select existing records
  • Pass information to subform - specify fields or info from your main form to the subform
You have to register URL parameters in your subform first. Check out this short guide.
3

Publish and share

When everything’s set, click Publish to make the changes reflect. That’s it! Every form submission will now be created as records on both Salesforce objects.Screenshot 2025-12-12 at 5.09.32 PM.png

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Salesforce guides

Create a Salesforce form

Add or update records with a form.

Update Salesforce records

Edit existing records and pre-fill fields.