How to create a Salesforce form

Add or update your Salesforce records with a Fillout form. Embed your forms or share them anywhere via link or QR code.

What is Salesforce

Salesforce is a cloud-based platform that provides customer relationship management (CRM) software solutions to help businesses manage and analyze customer interactions and improve sales and marketing efforts.

Video tutorial

How it works

1. Connect your form to Salesforce

Create a + New form or open an existing form. Navigate to Integrations and look for Salesforce.
notion image
 
Click Connect to Salesforce to sign in with your Salesforce account. Then, choose an object where you would like to store responses to.

2. Map your form fields

Match the Salesforce fields to the respective questions in your Fillout form by picking a reference.
notion image
 
 
Alternatively, you may choose to create a blank page, and drag and drop Salesforce fields to your form.
notion image
 
Good to know: These fields are automatically mapped to their corresponding columns on Salesforce.

3. Publish and share

That's it! Click Publish on the upper right corner and share your link to your respondents. Form responses will now automatically populate inside your Salesforce database.
 

IPs to whitelist

If your Salesforce organization restricts IP addresses for 3rd party app connections, you’ll want to whitelist the following IPs:
35.160.120.126 44.233.151.27 34.211.200.85
 

Updating records from a form

You can create a form that pre-fills with Salesforce data and updates an existing record when submitted:
Update existing Salesforce records with a form
Update existing Salesforce records with a form

Other similar integrations

Sync form responses to Monday
Sync form responses to Monday
How to create a HubSpot form
How to create a HubSpot form