FormAssembly

FormAssembly

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4.3 out of 5 stars

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FormAssembly review by <span>Billy D.</span>
Billy D.
Validated Reviewer
Verified Current User
Review Source

"FormAssembly: Magic with a Submit Button"

What do you like best?

FormAssembly combines all of the usability of a drag-and-drop editor with the flexibility of custom development, to create forms that are tailored to your needs and incredibly powerful in their functionality. We use FormAssembly forms for just about everything, from our application process, to contact management, to post-event surveys. Because it allows you both to pull and push data to Salesforce seamlessly, it provides a quick tool for automating complex transactions with our Salesforce instance.

What do you dislike?

There really isn't much to dislike about FormAssembly given the extensive set of features you included in even the most basic license plan. The only thing for prospective users to consider is that the learning curve might be a little steeper than less sophisticated technologies (i.e. Google Forms). Much of this steepness comes from the robustness of the platform, though, and FormAssembly's comprehensive documentation and their stellar support team help alleviate much of this challenge.

Recommendations to others considering the product

While it takes some time to learn enough of the platform in order to take advantage of all of the features, it really is the most robust bespoke form solution out there. I also invite you to reimagine the "function" of a form builder. Because of all of its connectors and integrations, we've found that surveys are just the tip of the iceberg when it comes to FormAssembly use cases.

What business problems are you solving with the product? What benefits have you realized?

As mentioned above we use FormAssembly for almost all of our business use cases, but the primary function it has been most helpful for is our application and review process. We have built our entire application process on FormAssembly forms, and this allows us to present the questions in one format on our application and store our applicant responses in a totally different format in Salesforce. Because FormAssembly also allows you to dynamically prefill forms with data from Salesforce, we've also been able to conduct our entire review process through FormAssembly as well, which has allowed us to invite community members without Salesforce licenses to participate in the process as well. This combination of features enables us to optimize both the usability of our forms and the efficiency of our data storage and analysis.

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FormAssembly review by <span>Rebecca E.</span>
Rebecca E.
Validated Reviewer
Verified Current User
Review Source

"User-friendly, cloud-based form solution "

What do you like best?

At my organization we use FormAssembly to capture feedback from customers. Out field team provides customers with the link to the FormAssembly form or simply pulls up the form vis ipad to complete in real-time. I like that the Form may be accessed from anywhere with a reasonable wifi connection, and that it looks great on iphone and ipad as well as a desktop.

What do you dislike?

Sometimes when making changes to my form I find it difficult to tell whether my changes have been made/ saved. I have been both in the position of not saving changes I meant to save, and in the position of accidentally saving a second copy of a form that already saved automatically. Then I need to compare both forms side by side and determine which I want to keep - this feels like a waste of time.

Recommendations to others considering the product

I am not sure which other softwares exist out there to fill the same needs as FormAssembly, however based on my experience as a user of FormAssembly I would recommend it to others, particularly for those who are looking to integrate with Salesforce.

What business problems are you solving with the product? What benefits have you realized?

As I mentioned above, we need to capture information from a geographically diverse client base. Additionally, because we use Salesforce as our CRM (customer relationship manager) we needed to be able to link our clients' Salesforce profiles with their survey responses. Form assembly allows us to do this. So far, the integration has been seamless.

What Lead Capture solution do you use?

Thanks for letting us know!
FormAssembly review by <span>Jillian T.</span>
Jillian T.
Validated Reviewer
Verified Current User
Review Source

"Love it!"

What do you like best?

The UI is easy to navigate, has very clean features and houses the functionality you need to create an aesthetically pleasing form. The templates are excellent if you're a beginner, but if you're experienced you can literally create anything that comes to your mind. The organization and layouts that you can create are endless, the question types have conditionals too so if you prefer something to be answered first instead of it being displayed then you can do it! I love that because for our financial verification step it proves to be invaluable.

What do you dislike?

I wish there were more features for design customization. Also with e-signature, being able to change the

"Signature Verified" page text and/or redirect, that would be nice. Maybe less clicking around to try to find what you need, and better descriptions. I would prefer the Documentation under Help to be more in depth with more topics.

Recommendations to others considering the product

FormAssembly is great for form automation, whether you're new or experienced, the user interface is so simple anyone can use it.

What business problems are you solving with the product? What benefits have you realized?

For our partnerships, it helps to solve the 'smoky mirrors' associated with oil and gas industry, by leveraging compliance by marking questions as required and verifying signatures through the signatory process. The benefits I realized, without this the process was caveman and difficult--if a document wasn't fully signed or answered we would have to go send the document back and wait. This way is much more efficient, transparent and compliant.

FormAssembly review by <span>Chris S.</span>
Chris S.
Validated Reviewer
Verified Current User
Review Source

"Great form tool for Saleforce"

What do you like best?

We love working with Form Assembly for our form integration tool with Salesforce. We are a consulting shop (www.cloudnerd.com) and have implemented Form Assembly for over 30 Salesforce organization. Great tool and very solid integration with Salesforce, especially with business rules and logic (order records are created, linking records together, creating multiple related records, etc..).

The form creation interface is intuitive to use and easy to create to fomrs.

What do you dislike?

The options for custom designing form with your own CSS could be more robust. Also, if you are a power user of Form Assembly it would be nice to have a different tier of support to contact more quickly to resolve issues or answer technical questions.

Recommendations to others considering the product

Great product for creating and managing forms. Support will take some time but they have good documentation to help.

What business problems are you solving with the product? What benefits have you realized?

We create forms for lead gen, lending applications, financial wealth management client surveys, customer service and more. Very flexible for all of these solutions.

FormAssembly review by <span>Sivan N.</span>
Sivan N.
Validated Reviewer
Verified Current User
Review Source

"I love Form Assembly!"

What do you like best?

Easy to use, easy to configure. A large variety of ways to manipulate data by formulas between collection and entering the CRM. The support is absolutely amazing. Very accessible (and we're in the UK), and never an unsolved issue. Easy to learn for an admin and a user alike. Easy to implement into own website. No more docs or spreadsheets to collect data from our supporters, we just easily create a form and voila! All the data is just the way we want it in our CRM.

What do you dislike?

The navigation between the different build, configure and view sections (etc.) needs improvement. Requires working with multiple tabs and a bit unintuitive. It did get better in the year we've worked with it, but still room for improvement. A side menu with a list of all forms could have been super. Also, impossible to copy text as it keeps an old fomatting that is impossible to get rid of.

Recommendations to others considering the product

Take some time to learn and configure, there are many hidden options that are very useful

What business problems are you solving with the product? What benefits have you realized?

We use FA to get online donations, and even more to collect data of our supporters for organising or participating in events. We basically easily create a form for every need these days, and enjoying accurate data with no need of a single man hour to handle or manipulate. After almost a year of working with Form Assembly I can honestly say it had completely changed the way we work.

FormAssembly review by <span>Kelley B.</span>
Kelley B.
Validated Reviewer
Verified Current User
Review Source

"Best tool to collect and move data into Salesforce!"

What do you like best?

Form Assembly has one of the most robust Salesforce integrations I have seen in a data capturing platform. Hands down my favorite feature! We also really enjoy the logic available on questions along with all of the different question types available.

What do you dislike?

This could totally be on my end (user error:), but I do wish forms could be made more aesthetically pleasing without having to write CSS. This limitation does require to us to use a different form processor on some pages of the website and we'd really prefer to use just one product.

Recommendations to others considering the product

I wish I could have rated "Quality of Support" higher! Form Assembly's documentation and customer support are some of the best I have experienced in this space.

What business problems are you solving with the product? What benefits have you realized?

Although not it's original design, we heavily rely on FA as an event management tool. We're able to quickly create registration forms that are pushing accurate data into multiple Salesforce objects including Contacts, Accounts, and Campaigns, instantly. We also Form Assembly to capture internal documentation, mapping into custom Salesforce objects, that allow us to streamline business processes.

FormAssembly review by <span>Dylan B.</span>
Dylan B.
Validated Reviewer
Verified Current User
Review Source

"Simplicity at its best!"

What do you like best?

Love how quickly I got my 1st form to my customers. Faster solutions means I get data back faster and in turn my company is willing to invest in the product for longer terms.

The integration into Salesforce is the real value for me. Having the ability to pre-populate data puts this product above the rest!

What do you dislike?

Won't lie - it took a couple of attempts to get my link working with id's in Salesforce and the documentation seemed a little out of date. Or perhaps I couldn't find the correct article in the help portal.

Recommendations to others considering the product

I fully have recommended this to others in the past when working on other projects and will continue to do so in the future.

The cost saver is a huge benefit of this product - especially in South Africa where a lot of Salesforce integrations are frightfully expensive. The fact that this product simply works like a dream adds to a well rounded experience.

What business problems are you solving with the product? What benefits have you realized?

Creating cost effective surveys for my customers in Salesforce was a big highlight. Having the ability to integrate these with workflows.

Pretty soon we will be using the solution to assist our customers with onboarding and their submission of documents. This will present a better experience for customer and will get a faster turnaround time with contract submissions as admin will have the files automatically allocated to an Account.

FormAssembly review by <span>Teresa W.</span>
Teresa W.
Validated Reviewer
Verified Current User
Review Source

"Easy to build forms"

What do you like best?

There are multiple connectors to the forms like Salesforce and payment processors that make the forms adaptable for many different uses. The design is editable and there are a lot of different question types that can be selected.

What do you dislike?

There are still some of the connectors that need a little work and customization. FormAssembly now uses a more general support line but I really liked when they had the chat feature for a much faster response. There could be a little more support for formulas in their documentation. We have needed to create custom formulas multiple times and I would love to be able to create them myself more easily.

Recommendations to others considering the product

Overall, FormAssembly is a great product and provided solutions for many business processes. I think they still need to build out the iATS connector to allow us to customize the data sent from FormAssembly to iATS and then to Salesforce. There have been some duplicates because both iATS and FormAssembly connect to Salesforce and you can't delay the data being sent or send over anything other than payment details. No developer needed to use FormAssembly though make sure you test thoroughly to avoid hiccups in the connectors and for any formulas.

What business problems are you solving with the product? What benefits have you realized?

We use FormAssembly for our general donation processor along with iATS and Salesforce. It is also used for custom event registration pages and gift card submissions. It has solved many business needs in one platform by connecting our main solutions and allowing me to build triggers to automate other business processes.

FormAssembly review by <span>Jason G.</span>
Jason G.
Validated Reviewer
Verified Current User
Review Source

"A game-changer in back office efficiency!"

What do you like best?

The connection to Salesforce is flawless and the form has continued to work over the last 2 years through updates to both systems, without issue. It provides a great initial impression to perspective clients that we are technologically savvy and serious about our onboarding process.

What do you dislike?

At the time that I had signed up (early 2016?), they only offered live chat customer service, which took some getting used to. Especially since I was still learning the system, however everyone was so good, my concerns dissipated quickly over that and it worked out really well.

What business problems are you solving with the product? What benefits have you realized?

Before FormAssembly, a prospective client would fill out our "Family Information" form via fillable PDF or printed copy and return it to our office. Then a member of our staff would have to take that information and manually enter it into Salesforce, which introduced human error because inevitably certain parameters would be incorrectly set or checkboxes missed - not to mention it's double entry, a huge waste of time. With FormAssembly, the client enters their own information from any device and then get immediately added to Salesforce with all the correct formatting. This has been huge for efficiency at our small firm!!

FormAssembly review by <span>Jaron J.</span>
Jaron J.
Validated Reviewer
Verified Current User
Review Source

"Designing Online Forms Can't Get Much Easier."

What do you like best?

FormAssembly provides our agency with a flexible and easy tool to quickly roll out responsive forms. The intuitive design makes adding questions and enhancing the form with logic a quick task. For forms that fit into a longer process the ability to link FormAssembly to Salesforce through Connectors is a huge productivity enhancement by allowing users to skip Excel altogether.

What do you dislike?

Managing form themes could be more intuitive. Our users complain that it is difficult to quickly create new forms that look modern or match existing branding. Background images can be difficult to use without some experience with html or css.

What business problems are you solving with the product? What benefits have you realized?

FormAssembly has become a secure way to collect data from customers in our grant and incentive programs. It allows for our data to be moved into Salesforce and create contact, account, and application records that were entered by hand in days past. Our years of experience with FormAssembly allows us to use the platform in a variety of use cases with very few technical problems.

FormAssembly review by <span>Nick B.</span>
Nick B.
Validated Reviewer
Verified Current User
Review Source

"Easy, cheap, great support - what more could you want?"

What do you like best?

Their personal support is incredible. Any issue - big or small - they respond to quickly and kindly. I've gotten direction with issues outside of the FormAssembly scope, as well as acknowledgement of work-arounds or bugs, just to get a follow-up fix. They are very fast to answer, and seem to really take your needs to heart.

What do you dislike?

I wish the UI was a bit more customizable - moving questions from left/right justification on a per-field basis (instead of based on the form theme) would be nice. A slightly better interface for conditional rules would be nice, and same for formula entry when mapping to SalesForce. Overall though, it's great.

Recommendations to others considering the product

You won't be disappointed, particularly if you desire salesforce integration. super tight field mapping and conditional operations. Very nice.

What business problems are you solving with the product? What benefits have you realized?

We get our customer signing up QUICKLY and EASILY without human intervention! It saves so much time. Plus, we have logs of all activity which is great for digging up old records.

FormAssembly review by <span>Joseph L.</span>
Joseph L.
Validated Reviewer
Verified Current User
Review Source

"Powerful software that connects with Salesforce but needs some visual improvements"

What do you like best?

Integration with salesforce is very powerful and allows you to automate a lot of things. However there's quite a steep learning curve when you are new to both platforms.

What do you dislike?

The formula editor is very buggy and there's no way to preview and test forms with any live data. Also, the responsiveness of the forms needs some work, there should be a better way to integrate the forms into your website without writing a ton of custom css to override the default FormAssembly styles. The support documentation could also be more in-depth.

Recommendations to others considering the product

Make sure you have staff capable of using enterprise software, it's not the easiest thing to use especially if you want to do more complex integrations.

What business problems are you solving with the product? What benefits have you realized?

No longer having to submit donations manually through a batch has been extremely helpful. We've automated a lot of process with our database now.

FormAssembly review by <span>Phil T.</span>
Phil T.
Validated Reviewer
Verified Current User
Review Source

"Keep finding use cases to use Form Assembly"

What do you like best?

I'm a Business Analyst and came across form assembly to address a use case of updating Salesforce records. The customer support was helpful in using the software and I found that the application has a great user experience.

What do you dislike?

I don't have many dislikes, I think the reporting capabilities could be enhanced.

What business problems are you solving with the product? What benefits have you realized?

The connector with Salesforce was impactful for the business cases I was trying to solve. The benefits are a huge time savings from manual input. We have used this to gather public responses as well. Using form assembly has alleviate the need for an employee to manually handle this. I need to create the ability for users to enter as a lead in Salesforce and found that the system allows for complexity that you would want out of an application.

FormAssembly review by <span>Paul G.</span>
Paul G.
Validated Reviewer
Verified Current User
Review Source

"Pay once, benefit time after time"

What do you like best?

I love the quality of the Salesforce integration, error handling, the online support documentation available and also the humans prepared to answer questions! The best thing is that when you create a business case to get FormAssembly set up the first time, you've paid your costs, and every form thereafter doesn't cost you a penny more.

What do you dislike?

The interface for building links between Salesforce and the forms can be a bit confusing, but only because the product has grown organically over the years and now is a bit clunky.

Recommendations to others considering the product

Set up a trial and just go for it!

What business problems are you solving with the product? What benefits have you realized?

Events: tick. Surveys: tick; assessments: tick; Students to appropriate classes: tick. Even matching people wanting bikes, to bikes of the right size and then issuing them with an appointment (with a bit of help from Salesforce's Flow)

FormAssembly review by <span>Conrad P.</span>
Conrad P.
Validated Reviewer
Verified Current User
Review Source

"A great form product for donation and inquiry forms"

What do you like best?

Our organization leverages forms mainly for our donation form and client intake processes. With FormAssembly the ability to customize the look and feel of the forms are important, but also the integration to Salesforce its the primarily reason why we selected FormAssembly to other competitors.

What do you dislike?

The theming for complex forms requires some one on staff with specific skills sets which our office does not possess. Therefore for complex form design we have to leverage outside consultants to assist in design which can be costly.

What business problems are you solving with the product? What benefits have you realized?

The main business problems FormAssembly is solving is connecting our constituents (clients, volunteers, and donors) with our organization and with the Salesforce integration it allows us to automatically push those form results to the appropriate individuals to take action.

FormAssembly review by <span>Marina S.</span>
Marina S.
Validated Reviewer
Verified Current User
Review Source

"Downright fun to use"

What do you like best?

It is both flexible, complex, and easy to use, which I would have sworn could never happen all in combination! The admin interface is easy to use and allows some very complex options. Customer support has always been very helpful. The Salesforce integration is smooth.

What do you dislike?

Sometimes slow to respond to customer support requests. I've run into a couple of repeated bugs with the Salesforce integration where they basically recommend deleting and recreating a connection to fix it, which is a hassle. Embedded forms in an iframe are not mobile responsive.

Recommendations to others considering the product

I highly recommend this for ease of use, and the ability to create multiple complex forms with Salesforce integration.

What business problems are you solving with the product? What benefits have you realized?

We went from accepting forms in PDF by email and having to enter them into multiple spreadsheets, to online forms that flow directly into Salesforce without any manual effort. It saves time on our end, and several of the people filling out our forms have gone out of their way to express how much they appreciate the change.

FormAssembly review by <span>Anne D.</span>
Anne D.
Validated Reviewer
Verified Current User
Review Source

"Diversity in tools to make life easier"

What do you like best?

I like how robust the choices are for programming and being able to save form sections and groups for use in other forms.

What do you dislike?

Some of the form options, such as being able to add an additional line, are not the easiest to connect to SalesForce, so we have to get creative with those fields.

Recommendations to others considering the product

This is great for connecting in with SalesForce, but we still recommend reviewing all options. SalesForce has their own form builder, but it's very pricey. Printing out Excel reports from this, though, is not as easy, so we recommend being able to connect with other data management tools so you can extract the information you need in better formats.

What business problems are you solving with the product? What benefits have you realized?

This takes a very difficult form that we had in Excel and puts it into a user-friendly web-version. Our clients have said this form is much easier to use than what we previously had, and it is flexible as we grow and change.

FormAssembly review by <span>Barbara C.</span>
Barbara C.
Validated Reviewer
Review Source

"Powerful tool!"

What do you like best?

Easy form builder; customizable formatting with CSS, easy repeatable sections. Offers multiple connectors to payment processors and CRM. The salesforce connector is one of the more powerful ones on the market-- can upsert any accessible object, offers formulas to manipulate data, and good logic. There are pre-fill connectors for some platforms and passing data into forms is relatively easy with URL encoding.

What do you dislike?

Repeating sections on form builder need some beefing up. You should be able to set defaults, pass data from earlier in the form, etc. Being able to apply logic like conditional display of fields and defaults to more field data types would open up a world of possibilities a well.

Building more e-signature features would be great as well-- right now it's very basic and a bit clunky for the user.

Salesforce connectors:

The biggest is definitely that you can't access salesforce data via a lookup and then use it in your logic later in the connector, especially things like the Account ID on contact , formulas in field mapping & skip variables, etc. (You can do this with a 2-step higher priced prefill form, but that's not good UX or cost-effective for small orgs). Access to system fields like Created Date & Last Modified are vital in building logic on any integration.

I also want the ability to choose to overwrite data in field mapping on a field by field basis or based on logic like ISNEW. The convolutions to simply set a lead source only on new records is kind of crazy.

Recommendations to others considering the product

Use support! They are helpful and often have solutions you haven't thought of.

What business problems are you solving with the product? What benefits have you realized?

Almost all our clients use it for signup forms, surveys, etc. Most also go a step farther with donation forms, event registration. I've also built out a complicated student and parent application for after school programs, including e-signature.

FormAssembly review by <span>Joe C.</span>
Joe C.
Validated Reviewer
Review Source

"Good, but could be even better"

What do you like best?

Good flexibility with options. It's easy to put together a survey quickly and get it published.

What do you dislike?

As forms get more complex, the system seems to breakdown and I wind up with connector problems. There doesn't seem to be any fix for the problems I have other than simplifying my forms. That's defeats the purpose of my forms in the first place. I feel like the problems are of FA's end and aren't solved because they involve an investment on their part.

Recommendations to others considering the product

Form assembly used to have great customer support. Their recent change to a non chat based support is making dealing with immediate issues more difficult. What used to take a half hour now takes days on my end. It's probably more economical for FA, but not all that helpful to the end administrator.

What business problems are you solving with the product? What benefits have you realized?

We use form assembly to process scholarship applications as well as apartment rental applications. We also use it internally to process maintenance request forms.

FormAssembly review by <span>Katie T.</span>
Katie T.
Validated Reviewer
Review Source

"Top Customer Service with a great product"

What do you like best?

The customer service is unbeatable. No matter how large or small the issue, they are there to walk you through and show you the ropes. The product is easy to use with some guidance.

What do you dislike?

There is a learning curve with connecting it to Salesforce. However, the customer service has been so incredible, this is a small issue. Unfortunately the payment option does not work with the payment system we utilize in Salesforce. So this is a feature we are currently unable to utilize

Recommendations to others considering the product

Know what you are looking for and do not be afraid to ask questions. FormAssembly customer service are very honest of what they can and cannot do. They are easy to understand and guide you at your level and are very patient. I had one issue that I could not figure out. They went above and beyond to figure out how to make my request happen. The final product was more then we could have asked for.

What business problems are you solving with the product? What benefits have you realized?

An easy way for our constituents to enroll into our program. It integrates with Salesforce very well with many options on how you want to utilize it. Whether it is updating contact information, collecting membership fees (If it connects with your payment system) or creating new profiles.

FormAssembly review by <span>Medhanie H.</span>
Medhanie H.
Validated Reviewer
Review Source

"Simplest way of collecting data and passing it to various systems."

What do you like best?

Simple form builder UI, flexible with custom CSS and integrates with many of our favorite tools such as Salesforce, Paypal, Webmerge, and more. Ability to build out surveys, lead capture forms, enrollment applications and more securely with minimal effort. Also for healthcare, education and nonprofit organizations, having HIPAA compliance and eSign capabilities can be a massive time saver. Very secure and safe to use. The Salesforce prefill connector is a huge asset to how we FormAssembly. We can create forms in places like Community Cloud and flows and prepopulate data from Salesforce records (such as contacts, leads and users) and have that readily available for our users to fill. Also a huge plus is the lookup and update logic that helps with preventing duplicate records from being created in our instance and makes life easy for our org.

What do you dislike?

Definitely room for improvement with the connector templates, sometimes complex templates require a lot of thought and effort to build out and pagination could be slow, but FormAssembly is working on improving this process, safe harbor.

Recommendations to others considering the product

I definitely recommend the Premium or Enterprise plans which feature more of the Salesforce integration, such as prefilled forms (which can be used in Communities, email templates and so much more).

What business problems are you solving with the product? What benefits have you realized?

FormAssembly has been a massive game changer for Salesforce Administrators with the ability to build out surveys, web-to-lead forms, payment collection, and other data capture with minimal effort and coding skills required. As an admin, this comes in handy when building many of our organization's essential business processes and not only simplifying these processes but helping our organization realize its true potential.

FormAssembly review by Consultant in Non-Profit Organization Management
Consultant in Non-Profit Organization Management
Validated Reviewer
Verified Current User
Review Source

"Great Intake Tool for Salesforce Solutions"

What do you like best?

One of the key reasons we chose FormAssembly is its deep integration with Salesforce. A lot of the other solutions that were out there didn’t really meet our needs in terms of being able to easily seed data into Salesforce. FormAssembly offers a strong support team as well as easy configurability, so that we when we go in, we can not only see the integration, but also make updates to the web forms on our own.

Additionally, FormAssembly offers various out of the box form formats. The web forms created on FormAssembly are mobile responsive, therefore enabling us to create forms for any mobile device, tablet or laptop.

Other great features include the ability to dynamically walk an organization through the entire process if they have a question, as well as great design and customization features, including the ability for more in-depth html coding if you chose.

What do you dislike?

For some of our smaller nonprofit partners who only need one form, the pricing is restrictive.

Recommendations to others considering the product

Get your hands dirty and don't be afraid to reach out to support for help while you are learning the tool.

What business problems are you solving with the product? What benefits have you realized?

At TechBridge, we use FormAssembly for capturing donations and inquiries, so we’re able to feed that information directly to our database and have some processes around it. We get quite a few inquiries on our service on a regular basis and using FormAssembly to capture those saves us from manually updating and integrating it with Salesforce – it’s very time saving for our staff members, and that can be converted into dollar savings.

FormAssembly review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Very Robust Form Builder for Salesforce Client"

What do you like best?

Form Assembly can send data from forms into Sales Cloud in virtually any way via hundreds of permutations. I'm not saying that there isn't some limitation out there, but I haven't run into one yet. Basically, contacts fill out forms and then the form data is mapped back to Sales Cloud (Salesforce) depending on how the integration is setup.

What do you dislike?

The Salesforce/Form Assembly integration is point and click, but there are some UI limitations on how easy it is too see what form questions have not been mapped. I've heard there is a beta for an improved Salesforce/Form Assembly integration that is being worked on. With respect to the actual Form Building, some times moving form questions around is a little buggy and it can be hard to get the question in the correct place. Again, I think there is some room for improvement here.

Recommendations to others considering the product

Keep on improving the UI for building forms and working on the Salesforce integration. Also, there is some room for improvement related to DKIM of the autoresponse emails.

What business problems are you solving with the product? What benefits have you realized?

We have so many forms and the data wasn't going anywhere to be used. By sending the data to Sales Cloud (Salesforce), we can improve data quality, reduce duplicates and actually use the data.

FormAssembly review by <span>Penny W.</span>
Penny W.
Validated Reviewer
Verified Current User
Review Source

"Best. Decision. Ever."

What do you like best?

The ease of building complex forms and the ability to copy them.

Customer Service is incredible and fast.

Pricing is affordable.

What do you dislike?

There is no way to search or sort data in the responses tab.

Recommendations to others considering the product

If you're looking for ways to streamline internal processes that are heavily related to customer input or data, or if you're looking to impress your customers with professional, customized data collection with great logic, FormAssembly is the solution for your to adopt.

What business problems are you solving with the product? What benefits have you realized?

Problems Solved: Streamlined workflows with automated notifications to appropriate departments or individuals.

Benefits realized for Staff: Time, efficiency, and sanity.

Benefits realized for Customers: Improved, seamless processes to handle most, if not all, of their requirements.

FormAssembly review by Administrator in Higher Education
Administrator in Higher Education
Validated Reviewer
Verified Current User
Review Source

"Works Great. Quite sophisticated."

What do you like best?

Relatively simple once you learn it. After you've done a few forms, you'll get the setup. And, the integration with Salesforce is relatively simple. Great notifications to the end user

What do you dislike?

Some of the logic, formulas, and formatting is a bit complicated for a basic office manager. It takes some admin know-how to really tighten up your form. Watch out for your rules on matching criteria for contacts in Salesforce. You can quickly end up with a lot of duplicates. Also, when using a payment processor, it's possible that your form went through fine but your payment processor didn't. So managing all of that from Form Assembly and your payment processor can be a lot of emails. (In other words, your form submissions look fine, but look again- payment didn't process. That's a separate notification.)

Recommendations to others considering the product

Integrates so well with Salesforce that it's worth it.

What business problems are you solving with the product? What benefits have you realized?

double entry on data. saving time.

FormAssembly review by User in Higher Education
User in Higher Education
Validated Reviewer
Verified Current User
Review Source

"Form Assembly has great SF integration but challenging to use "

What do you like best?

I like that Form Assembly has a plug-in to auto-populate Salesforce. There are very few technologies that do this (at least as of when we researched last year) so this is a big plus!

What do you dislike?

The tool itself has limited capabilities - e.g. we can't do more complex matrix-like survey questions. Also the Salesforce integration is challenging in that if we make seemingly simple changes to the survey (e.g. moving the order of questions), it becomes very difficult to transfer the Salesforce-population formulas and creates a lot of work.

What business problems are you solving with the product? What benefits have you realized?

We just implemented a survey that can now populate our Salesforce database, which is very helpful for integrating our different data collection systems. We can now put our survey data in conversation with other data in order to make smarter business decisions, which we could not do before.

FormAssembly review by <span>Darren F.</span>
Darren F.
Validated Reviewer
Verified Current User
Review Source

"Fantastic tool for extending the salesforce webform functionality"

What do you like best?

record lookup and update/create multiple records functionality by decision tree, pre-fill functionality, formula functionality, the ability to use formulae in the redirect url to drive users of multi-stage forms (multiple forms stacked with prefill data moving between one to the next) to take users in different directions depending on their answers to certain questions

What do you dislike?

inability to set required status on conditional fields based on if they are presented or hidden

Recommendations to others considering the product

the best tool I've found for extending webform/salesforce functionality beyond the standard W2L & W2C provided by SFDC

What business problems are you solving with the product? What benefits have you realized?

interaction with prospects and customers with field mapping directly into salesforce records across multiple objects

FormAssembly review by <span>Shannon S.</span>
Shannon S.
Validated Reviewer
Verified Current User
Review Source

"Great product, great customer service!"

What do you like best?

FormAssembly is a great product for those of us who are not considered techies, but still need to find our way around. It's user friendly and has great articles and documentation which offer troubleshooting. Plus, their customer service team is always a click or an email away!

What do you dislike?

Salesforce connectors can be tricky, and could always use some more trainings for troubleshooting weird errors that happen.

Recommendations to others considering the product

DO IT!!!

What business problems are you solving with the product? What benefits have you realized?

STREAMLINING PROCESSES LIKE CRAZY! Using form assembly in combination with salesforce has taken our once clumsy registration and stipend processes to a whole new level. We could NOT be where we are without them.

FormAssembly review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
Validated Reviewer
Verified Current User
Review Source

"FormAssembly forms are easy to use!"

What do you like best?

There are so many things I like about FormAssembly, but one of my favorite features is the custom notifications. I like that I can specify the subject line for each submitted form. That makes sorting them and prioritizing the responses easier. Not only can I type whatever subject I want to see for a completed form, I can use fields from the form in the subject line that further customizes the responses!

What do you dislike?

I don't really "dislike" anything about FormAssembly; however, I do wish the branding and themes features were a little more advanced for better company branding. The forms going to customers don't look as nice as when they were PDFs using our branding and colors.

What business problems are you solving with the product? What benefits have you realized?

We're primarily using the forms to streamline multiple requests for materials and other things related to tradeshows. When our Sales Reps are approved to participate in a trade show, they use the forms easily from any device to request fee payments, printed materials, and demo systems,etc. Before formAssembly, the Sales Reps used an editable PDF and had to submit them via email attachment. The potential problem with that process is emails can get lost or deleted, or in some other way "removed" and the record of the request is gone. With FormAssembly, the submitted forms are systematically emailed for convenience, but the forms live on the FormAssembly website forever...or until deleted. This makes it easy to retrieve.

FormAssembly review by <span>Nora D.</span>
Nora D.
Validated Reviewer
Review Source

"Great Program for the Price"

What do you like best?

Salesforce integration is relatively easy and pretty extensive-- Our organization uses this feature a lot. We are also happy with the pricing, considering how many features the program has, and availability of a nonprofit discount.

What do you dislike?

I wish they would beef up the analytics features-- Would love to see more detailed data analysis within each form. It would be helpful if the analytics could also be exported more easily.

Recommendations to others considering the product

help.formassembly.com is an incredibly helpful resource for those considering purchasing Form Assembly, as well as for those who are learning how to use it.

What business problems are you solving with the product? What benefits have you realized?

The automation with Salesforce, Google Drive, and PayPal has been incredibly valuable in saving time and ensuring accurate data entry into our systems. The forms are also very user-friendly and can be used for a lot of different purposes, from evaluations to program applications.

FormAssembly review by <span>Andy M.</span>
Andy M.
Validated Reviewer
Verified Current User
Review Source

"The best $250 i've ever spent!"

What do you like best?

Form Assembly is a critical tool for us at Culture Amp and has been for me at previous companies as well. The ability to put data from forms directly into Salesforce allows us to automate (and improve) so many processes.

What do you dislike?

The initial learning curve can be complex but it is worth it. The product improvements have made it easier and support is awesome!

Recommendations to others considering the product

If you use salesforce you have to have Form Assembly. The functionality is off the charts and the business processes you can enable with it are amazing.

What business problems are you solving with the product? What benefits have you realized?

Getting data into salesforce at scale and in a way that is intuitive for our team

FormAssembly review by <span>Jared H.</span>
Jared H.
Validated Reviewer
Verified Current User
Review Source

"Great tool and great value"

What do you like best?

We've been able to move everything our non-profit does to digital with no data entry, since it's all done by the user through formassembly forms

What do you dislike?

I loved the chat Tech support when it came out. It was amazing to be able to get answers right away. Recently chat agents are hardly ever available, so tech support ends up being over email and has slowed down projects quite a bit.

What business problems are you solving with the product? What benefits have you realized?

All our paper forms are now obsolete. We use it for both customer and internal forms. Great integration with salesforce.

FormAssembly review by <span>Haley G.</span>
Haley G.
Validated Reviewer
Verified Current User
Review Source

"Great form tool with easy integration to Salesforce"

What do you like best?

Easy licensing with ability to connect to multiple Salesforce instances.

What do you dislike?

Some issues with prefill connector over time, must be careful not to promise more than a few fields and think through security protocol for anything you might be showing/exposing through the connectors.

Recommendations to others considering the product

Pricing/editions should be reviewed. We use the Enterprise Product.

What business problems are you solving with the product? What benefits have you realized?

Large decentralized campus with need to put data into Salesforce. Has been great in helping to make this process much easier with little training needed from me since they have a great help site and knowledgebase.

FormAssembly review by <span>Sean R.</span>
Sean R.
Validated Reviewer
Verified Current User
Review Source

"Great addition to our cloud tech-stack"

What do you like best?

We were looking for an easy way to leverage data in and out of salesforce, specifically dealing with a few marketing lead-gen use cases. The ability to create a form and connect it using the salesforce connector, then map and create literally any logic on how data can be viewed outside of salesforce, and in-turn send and stored within salesforce is brilliant. The creation of forms is also very plug and play and I like the ability to override the CSS when needed to have the form fit within an already development brand.

What do you dislike?

The only thing I find to be a bit challenging at times is formatting the form to be exactly the way we want it. Sometimes the drag and drop puts things where I don't want them and I have to adjust. I also think the additional field-level settings could be presented a bit more user-friendly. I am hopeful that since he UI changed quite significantly this year, the builder wont be too far behind it.

Recommendations to others considering the product

Be ready to be blown away with the salesforce connector. It is so plug and play..you will start to get addicted at all of the things you can do with it!

What business problems are you solving with the product? What benefits have you realized?

We wanted an easy way to pull data out of salesforce for an end user to view, and then update that data directly back into salesforce, as well as creating additional attributes or records. We wanted to be able to include variables in the URL that will pull data into a form, a user can then update, and that goes back into salesforce. We find that our lead-response rate is greater when the user has less to fill out. Their mind shifts to just validating existing info.

FormAssembly review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
Validated Reviewer
Verified Current User
Review Source

"Great Form Platform with Tweaks will be a Leading Platform"

What do you like best?

FormAssembly's question logic, formulas, customer service, Salesforce integration, and Google Sheets integration are some of its greatest strengths and why I continue to use FormAssembly. We have been able to capture complex information and streamline processes for a variety of applications and forms both internally and externally. Their customer service is bar none. No matter the question, their customer service agents are happy to help with quick responses and will go to great lengths to help solve your problem.

What do you dislike?

I wish that FormAssembly had a different user system. It would be great for us to have different tiers of users, some who could view responses, some who can edit specific forms, and some who are global admins. I would also love to see routing logic. We use FormAssembly for our website contact form, and we currently need to use Salesforce to route emails according to the subject that the user selects from a dropdown. Ideally, this would be done through FormAssembly. I would also like to see their auto-response and notification emails have a rich text editor.

What business problems are you solving with the product? What benefits have you realized?

We were trying to streamline our membership application, contact form, and other applications. We've also streamlined internal processes using FormAssembly, such as our webinar marketing. Our membership information now goes right into our database, and internal processes have become a lot smoother.

FormAssembly review by <span>John S.</span>
John S.
Validated Reviewer
Verified Current User
Review Source

"The Ideal Salesforce Integrated Web Form"

What do you like best?

Insert, Update, and conditional record manipulation in Salesforce based on the data provided. Formula functionality allows you to calculate values prior to insert.

What do you dislike?

The Formula syntax took some getting used to.

What business problems are you solving with the product? What benefits have you realized?

We had a process that would create or update anywhere from 1 to 5 contacts and parent accounts, a custom object, and relationships between the entities. In about 4 hours, we had an easy to complete a web form that provided an easy method to fill in all the required information.

FormAssembly review by <span>Nina M.</span>
Nina M.
Validated Reviewer
Review Source

"FormAssembly and Salesforce "

What do you like best?

When I started using Form Assembly about nine months ago the support team was just awesome: always available, knowledgeable and courteous.

I also think that the Form Assembly is user friendly and easy to figure out and work with. They also have great online resources for users to find answer to their questions.

What do you dislike?

Improvement on the following areas could make Form Assembly even more powerful:

Formulas for connectors

Conditional rules interface could get a lot better: the print is very small and hard to read. scrolling up and down a long list is hard and time consuming.

I noticed that the support team is not as responsive as before, often I don't even see the chat bubble on my screen.

What business problems are you solving with the product? What benefits have you realized?

We have used Form Assembly to capture leads information and create records for them in Salesforce. For Preschool registration.

We also use the Form Assembly for our members change of status requests: cancellation, membership freeze, etc.

On occasion we have used Form Assembly for surveys.

FormAssembly review by <span>Rupert B.</span>
Rupert B.
Validated Reviewer
Verified Current User
Review Source

"Deploy FormAssembly for easy Salesforce integration"

What do you like best?

FormAssembly is directly integrated with Salesforce both ways : lead capture forms drop into Salesforce, custom landing pages or contact preference forms are pre-filled with Salesforce contact data, and it also works well on mobile !

What do you dislike?

FormAssembly is very rich : don't run in to create a one-shot form; take time to learn by re-using templates or forms from one project with another.

What business problems are you solving with the product? What benefits have you realized?

One place for forms and landing pages, without fiddling with your own custom CSS and all that stuff

FormAssembly review by <span>Sarah L.</span>
Sarah L.
Validated Reviewer
Verified Current User
Review Source

"Excellent tool for Salesforce users"

What do you like best?

FormAssembly has allowed me to automate so many processes in my team's workflow - the Salesforce connector is super powerful, and the support team is very available for troubleshooting.

What do you dislike?

Once you have a lot of forms, managing them can be kind of a pain - you can't folder, only see your Active vs Archived forms.

What business problems are you solving with the product? What benefits have you realized?

All of our event registrations and fellowship applications are immediately available in Salesforce, no data upload or management required. The automation is a huge benefit.

FormAssembly review by <span>Scott B.</span>
Scott B.
Validated Reviewer
Verified Current User
Review Source

"Very helpful solution"

What do you like best?

ability to easily import data into salesforce

What do you dislike?

Sometimes building the link to salesforce can be intense. I would also like the ability to trigger workflows when forms are submitted i.e. an application is approved and then the applicant gets the next form they will need to complete

Recommendations to others considering the product

Think through your use case first to make sure you are fully using the system properly

What business problems are you solving with the product? What benefits have you realized?

We are a non-profit and had to develop a system to stream line our grant application process.

FormAssembly review by Administrator
Administrator
Validated Reviewer
Review Source

"Form Assembly"

What do you like best?

Form assembly is very easy to use. Very user friendly. The demo videos are a huge help when learning this system without any prior knowledge. I like that I was able to get the partner discount by using Sierra-Cedar. They are a great company to work with.

What do you dislike?

That it is difficult to switch between question types without having to re-add the options. One thing that is a little glitchy is the list option (ie: where you can upload a list of schools for example). It tends to double the schools a lot.

Recommendations to others considering the product

FormAssembly is one of the easiest-to-use web form tool that i have used. They have a trial account option, that is risk free. So you can check to see if it meets your needs. There is no downside to trying it. It is a fantastic tool to have at your disposal.

What business problems are you solving with the product? What benefits have you realized?

The data that gets entered into the forms is clean and goes directly into Salesforce. It also has the data storied in the FA platform so if something with the connector goes wrong, the data is still there. I also love that it automatically creates charts and has the option to download the data into excel.

FormAssembly review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
Validated Reviewer
Review Source

"FormAssembly for all your Salesforce needs"

What do you like best?

The FormAssembly integration with Salesforce blows the other products I've used out of the water. The lookups to records are intuitive and functional. Mapping fields is strait-forward, and allows formulas in the mapping rather than having hidden fields/data in the form. The prefill feature allows us to automate some of our more complex business processes, while keeping data clean. The conditional logic and formula possibilities in the form are endless! Lastly, their support is the best I've experienced in the industry... they're quick to respond to questions, help with formulas, and troubleshoot any bugs.

What do you dislike?

I occasionally get frustrated with the user interface and drag/drop fields. It's not always intuitive to get fields into the layout you're looking for. I think there is room for improvement when changing the appearance of the form... it's not very easy for those who don't have a lot of HTML skill

Recommendations to others considering the product

If you're working with Salesforce, or need conditional logic that you haven't found possible with other systems, start a trial with FormAssembly and you'll know what to do.

What business problems are you solving with the product? What benefits have you realized?

We manage thousands of volunteers through the signup process with FormAssembly. We also have complex membership/donation forms that require a significant amount of conditional logic that other donation platforms couldn't handle. The preform feature is the added bonus to help us keep our data clean.

FormAssembly review by <span>Mary Ann C.</span>
Mary Ann C.
Validated Reviewer
Review Source

"Lots to learn, but lots of tutorials available."

What do you like best?

That there were tutorials available for me to teach myself.

What do you dislike?

That I did not learn right away that form assembly could 'pull' fields from Salesforce instead of having me create fields that would later need to be mapped to Salesforce fields. I think if our consultant had told me this first - and had me wait to start building forms until he had built the fields/tables in Salesforce, it would have been less work.

What business problems are you solving with the product? What benefits have you realized?

None so far, but I am told that once it's up an running, information entered by our clients will automagically be copied over to their files in Salesforce - one less opportunity for typos transferring information by hand.

FormAssembly review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Review Source

"Easy to use form builder for Salesforce"

What do you like best?

Love that we can quickly and easily build a form for pushing data both in and out of salesforce. Oftentimes I have clients looking for an complex form building tool and I point them to FormAssembly. Other times, I have clients looking for an easy to use form building tool for their end users, and I also point them to FormAssembly! Mapping data is super simple, as well as building complex conditional pieces of forms.

What do you dislike?

Bringing in more than 10 records in a prefill becomes unusably slow. I always wish picklists would sync with Salesforce picklists so adjustments don't have to be done in both places.

What business problems are you solving with the product? What benefits have you realized?

We have used this mostly for event registrations and support requests, within the higher ed space in my consultancy, but we use it for Request for Information regularly, as well as event attendance, and other miscellaneous forms. Time to live is extremely quick!

FormAssembly review by Administrator in Financial Services
Administrator in Financial Services
Validated Reviewer
Review Source

"Excellent for use with Salesforce!"

What do you like best?

I am able to create unique forms that 3rd parties can fill out. Once filled out it will automatically populate in the predesignated fields in Salesforce.

What do you dislike?

The website and instructions are not as user friendly in some respects. Initially you'll probably have to utilize some of the Q&A sections in order to figure out how to use certain features.

Recommendations to others considering the product

Initially I would suggest having tech support involved to setup some of the processes until you get the hand of using it. Creating the form is quite easy but connecting it to various applications can be a bit of a challenge.

What business problems are you solving with the product? What benefits have you realized?

We previously had to email realtors for a BPO. Once the BPO was received we would manually put certain data into a spreadsheet and then upload to Salesforce. Now we have a form that we sent to our realtors so that the data will automatically be loaded into Salesforce.

FormAssembly review by <span>Tyler C.</span>
Tyler C.
Validated Reviewer
Verified Current User
Review Source

"Excellent Form Tool w/ Salesforce Connectivity"

What do you like best?

The ease of building forms. The learning curve is not very steep and complex forms with multiple conditional rules don't become disorganized in the builder.

What do you dislike?

Only negative would be that client-facing forms can have a basic look to them. The themes help, but it's difficult to build something "on brand".

Recommendations to others considering the product

They are investing in their support and documentation as well as the product.

What business problems are you solving with the product? What benefits have you realized?

Internal organization has improved dramatically and documentation has less errors.

FormAssembly review by Administrator in Transportation/Trucking/Railroad
Administrator in Transportation/Trucking/Railroad
Validated Reviewer
Verified Current User
Review Source

"Flexible, thoughtful, scalable integration of outside data to Salesforce"

What do you like best?

Forms are flexible, thorough, (and fun). I like that you can iterate through a project and test various parts of it including prefill and updating data to salesforce. Support is friendly and helpful.

What do you dislike?

Some complex reach-goals couldn't be easily met with the product out of the box - such as requiring the first of a potentially repeating field set.

Recommendations to others considering the product

Develop a clear use case that affects your bottom line or eliminates some inefficiencies right out of the gate - a quick win to demonstrate value.

What business problems are you solving with the product? What benefits have you realized?

Scaling our operation; empowering our customers to enter their data their way, ending up with clean, first-hand information reported with as few mistakes as possible.

FormAssembly review by <span>Greg R.</span>
Greg R.
Validated Reviewer
Review Source

"Affordable, Flexible, and Scalable "

What do you like best?

What I like best about FormAssembly is how flexible the forms are and how they can input data directly in my database.

As a small nonprofit, FormAssembly gives us almost infinite flexibility for a price we can afford, and control over every aspect of input, submission, and notification.

What do you dislike?

Sometimes these forms can be buggy, and anything advanced requires some coding that is beyond my skills.

However, tech support is pretty responsive, so with time and help I can usually do what I want with the forms.

Recommendations to others considering the product

A great tool if you're short on budget but long on time to spend setting up forms.

What business problems are you solving with the product? What benefits have you realized?

Donation platform, event RSVP, and volunteer sign-in.

FormAssembly review by <span>Darlene S.</span>
Darlene S.
Validated Reviewer
Verified Current User
Review Source

"WISH"

What do you like best?

Ability to create unique forms. For example when we receive donations or payment for music class we can automatically send a receipt with applicable balance.

What do you dislike?

Nothing at this time. We have just begun to explore all that form assembly can do got us.

Recommendations to others considering the product

Take the time to explore the sofeware

What business problems are you solving with the product? What benefits have you realized?

Adding sales force to workn in tandem with forms to interact with families who want to attend Chicago West Community Music School

FormAssembly review by <span>Paola C.</span>
Paola C.
Validated Reviewer
Verified Current User
Review Source

"Form App"

What do you like best?

the integration with salesforce and the ease of the program

What do you dislike?

The change is customer service - it was easier to chat live with someone now its hard to get via chat and always have to send email and wait and then the emails get lost and information gets lost in transation

Recommendations to others considering the product

More staff to chat live as it seems its very difficult to get someone.

What business problems are you solving with the product? What benefits have you realized?

update of information -

FormAssembly review by <span>Vanessa L.</span>
Vanessa L.
Validated Reviewer
Verified Current User
Review Source

"Overall View of Form Assembly"

What do you like best?

I like the ease of data merging with Salesforce

What do you dislike?

The overall view of Form Assembly - I wish it could be updated with a more modern look

What business problems are you solving with the product? What benefits have you realized?

Sometimes when an employee takes a survey in Form Assembly there is an error because they find a way to not put their e-mail address in even though we make it required.

The benefits is how effortlessly it works with Salesforce.

FormAssembly review by <span>Nina A.</span>
Nina A.
Validated Reviewer
Review Source

"Great experience so far"

What do you like best?

The ability to prefill items from salesforce as well as cut down on the paperwork process and steps needed to enter and close out information into Salesforce.

What do you dislike?

Would like the ability to print out forms in an easily readable way directly from form assembly. We are a non-profit and heavily regulated by our funding sources, federal, and local and we still need hard copies of our forms.

What business problems are you solving with the product? What benefits have you realized?

Transactional processes cut down to less then 3 steps (ie: it used to be 91 steps to create a salesforce file from start to finish, now with form assembly and mapping we have cut it down to 3.)

FormAssembly review by Administrator in Airlines/Aviation
Administrator in Airlines/Aviation
Validated Reviewer
Verified Current User
Review Source

"FormAssembly Assessment to Date"

What do you like best?

I like that it is user friendly from the point of designing the form and the creating the connectors with Salesforce. I also like that you can send forms back to users to edit or complete if they have forgotten their passwords.

What do you dislike?

I do not like the responses view page because it makes it difficult to find older responses. I wish you could customize more of the emailed templates as well. Like the email verification reminder email template.

What business problems are you solving with the product? What benefits have you realized?

We have implemented an online financing application using FormAssembly. Theis new form has allowed us to increase the number of submittals we are processing each month.

FormAssembly review by <span>Anthony K.</span>
Anthony K.
Validated Reviewer
Review Source

"Fantastic form builder with tons of features"

What do you like best?

I can use FormAssemby for all my form needs. Drom a simple few questions to multiple forms connected together, it's got it all! I don't need any other form building products with FormAssembly. We have cancelled all our other subscriptions.

What do you dislike?

I can't do multiple parent child combinations without running into issues. I can't go back and edit the connected fields. Only one connection shows up in the menu.

Recommendations to others considering the product

It can do everything you would need so you will love it

What business problems are you solving with the product? What benefits have you realized?

I am collecting data for Salesforce CRM and for users around the university. I keep finding new ways to use Formassembly.

FormAssembly review by <span>Robert W.</span>
Robert W.
Validated Reviewer
Review Source

"Best choice We Ever made"

What do you like best?

I was struggling with the Cloud Pages of Marketing Cloud. Then I came across FormAssembly. Which made my work so much easier to complete. I love:

* How easy it is to add form questions.

* The Prefill connectors are simple and straightforward

What do you dislike?

I wish there were more Video tutorial and Webinars.

I wish there were more chat support available. There have been a lot of time I needed help right away and there wasn't a support person online

What business problems are you solving with the product? What benefits have you realized?

entering our leads from school and fair visits and being able to sync those leads to campaigns

FormAssembly review by <span>April B.</span>
April B.
Validated Reviewer
Review Source

"Forms for Scholarship Progress Reports"

What do you like best?

It was highly customize-able! We were able to include clarifying language in the text boxes which was very helpful for participants.

What do you dislike?

We couldn't bold or italicize characters, and sometimes the interface didn't look the way we wanted (i.e. fonts were only able to be in a light grey that can be difficult to read on some screens).

What business problems are you solving with the product? What benefits have you realized?

We wanted to have a form with a unique link for each scholarship recipient provide their information biannually, and that was mobile-enabled to accommodate their needs. We now have received two cycles worth of data, and have a much clearer picture of what their experiences in college are. We are looking to analyze this data so we can better serve students in the future.

FormAssembly review by <span>Megan S.</span>
Megan S.
Validated Reviewer
Verified Current User
Review Source

"Pleased with Form Assembly! "

What do you like best?

I like that's is super user friendly and has great functionality. The forms map perfectly to Salesforce and help us streamline data management. Plus, the forms look great!

What do you dislike?

I don't like that I don't get a chance to get in there as often as I'd like to customize even more!

Recommendations to others considering the product

Spend some time getting to know the product and it's capabilities before reviewing or judging the software.

What business problems are you solving with the product? What benefits have you realized?

Streamlining data and automation. There is great potential to save our staff time and resources.

FormAssembly review by Administrator in Executive Office
Administrator in Executive Office
Validated Reviewer
Verified Current User
Review Source

"Form Assembly - Effective Yet Confusing"

What do you like best?

FormAssembly offers some robust functionality. Everything I need from a form service, FormAssembly has. It's integration with Salesforce is key to our business functionality and I like that data can be saved to any level of object in Salesforce (account, contact, etc)

What do you dislike?

While the Salesforce integration is something that I like about FormAssembly, it's also something that I don't like... specifically the set up. Linking a form to your Salesforce instance is quite confusing and is a fairly technical process, making it impossible for all our employees to create forms, only those with limited SF admin skills. The construction of forms also is not that intuitive and can also be challenging for some.

Recommendations to others considering the product

Make sure you have a least one employee on staff who has some rudimentary Salesforce admin experience, or at least one who shows an affinity for it, if you plan to integrate FA with SFDC.

What business problems are you solving with the product? What benefits have you realized?

We solve all sorts of business problems with Form Assembly, including an employee review process, customer and client feedback, recruiting candidate capture, IT issue logging, and more. Form Assembly has become a cornerstone of our business, despite its complexities.

FormAssembly review by Administrator
Administrator
Validated Reviewer
Review Source

"Using Form Assembly for online application, general volunteer inquires and volunteer payments. "

What do you like best?

Forms are easy to build and the online platform is user friendly. There are also a lot of online videos that help answer questions regarding ways to build forms. (IE: Explaining the difference between a radio button and check boxes.) The support team (shout out to Micah) has also always been very helpful when I email or request a live chat. Also like to Salesforce integration.

What do you dislike?

One of our users accidentally deleted a form and it was unrecoverable. It may be nice to add an 'archive' or some other type of platform to save deleted files. It would be helpful to have a "search" bar in forms that have been submitted.

What business problems are you solving with the product? What benefits have you realized?

We have greatly reduced our use of paper products since we began using Form Assembly for our online application process.

FormAssembly review by Administrator in Higher Education
Administrator in Higher Education
Validated Reviewer
Verified Current User
Review Source

"Easy to use; love the quick connections to Salesforce!"

What do you like best?

Ease of creating forms that connect to Salesforce

Ability to publish quickly

What do you dislike?

Lack of capabilities to give "selection" option on Salesforce pre-fill connector - i.e. if I get back more than one record from my LOOKUP, want to have ability to view & select the appropriate record prior to submitting form.

Recommendations to others considering the product

If you're looking for an easy-to-use form building tool that easily connects your forms to Salesforce, then this is the product for you!

What business problems are you solving with the product? What benefits have you realized?

Have a single form building tool in our environment that is user-friendly and easily connects our forms to Salesforce.

FormAssembly review by <span>Kristin W.</span>
Kristin W.
Validated Reviewer
Verified Current User
Review Source

"Program Director"

What do you like best?

I love how easy the progam is and how friendly the staff is for support

What do you dislike?

There is still some diffuclty in the formulas for salesforce. Also would love more of a discount for non-profits.

What business problems are you solving with the product? What benefits have you realized?

We are able to do all our applications online and a few surveys and they feed right into salesforce for us.

FormAssembly review by <span>Kristen S.</span>
Kristen S.
Validated Reviewer
Review Source

"FormAssembly has good functionality and easy to use"

What do you like best?

I mainly use FormAssembly for people who are connecting it to Salesforce. It is easy to use and connect to Salesforce fields.

What do you dislike?

There are some field types in Salesforce that are hard to map to and depending on how you want to structure your questions it can be easier with certain fields (like picklists and check boxes) that other more complex fields.

What business problems are you solving with the product? What benefits have you realized?

Sign up forms for events, surveys and other forms needed for asking customers questions. It is easy to get information from customers into Salesforce for easy reporting and follow up.

FormAssembly review by <span>Matt M.</span>
Matt M.
Validated Reviewer
Verified Current User
Review Source

"FormAssembly makes it easy!"

What do you like best?

FA makes building forms easy and quick. It also allows users to build forms in the format of the anticipated medium - computer, tablet, mobile.

What do you dislike?

The connectors, while OK, could be more user-friendly as it is when building the questions on a form.

What business problems are you solving with the product? What benefits have you realized?

Event registration, query forms, applications. All are connected to other systems.

FormAssembly review by <span>Eric D.</span>
Eric D.
Validated Reviewer
Verified Current User
Review Source

"FormAssembly - easy web forms, easy Salesforce integration"

What do you like best?

Its very easy to use, drop & drag! The support from the customer service team is amazing. They even reach out proactively to ask if you need help.

What do you dislike?

Hmmm...nothing! It does everything I need it to.

Recommendations to others considering the product

Try it...you'll be hooked! Customer service is awesome too.

What business problems are you solving with the product? What benefits have you realized?

The ability to quickly and easily create a web form tied back to Salesforce solves many use cases: I use it primarily for collection of data for marketing and blog content purposes.

FormAssembly review by <span>Michelle C.</span>
Michelle C.
Validated Reviewer
Verified Current User
Review Source

"FA Review"

What do you like best?

I like the customer service. The team also pushes to find answers for me and is always so friendly.

What do you dislike?

I feel like without knowing custom code (which I don't and no one in my office does) there is minimal customization available.

What business problems are you solving with the product? What benefits have you realized?

We are able to be more organized in our process.

FormAssembly review by <span>Danny C.</span>
Danny C.
Validated Reviewer
Verified Current User
Review Source

"A lifesavor when connecting to saleforce"

What do you like best?

We use form assembly to connect our forms to salesforce. We even use it for "hacks" to make things more automated in sales-force.

What do you dislike?

sometimes saving can be a little buggy. Ive lost my work on occasion

What business problems are you solving with the product? What benefits have you realized?

Collecting data from users, internal forms, its connections/addons are the most helpful part. (google sheets)

FormAssembly review by <span>Fran H.</span>
Fran H.
Validated Reviewer
Verified Current User
Review Source

"Form Assembly is Super Helpful and easy to use"

What do you like best?

The Salesforce connector make things so much easier on our end.

What do you dislike?

The reporting could use some work. Wish there were better export options and didn't export weird unicode characters.

Recommendations to others considering the product

If you use salesforce, it's a no brainer.

What business problems are you solving with the product? What benefits have you realized?

We use it for our membership sign up, and event registration now.

FormAssembly review by Administrator in Internet
Administrator in Internet
Validated Reviewer
Review Source

"Form Assembly has made our lead review process easier to test. "

What do you like best?

I love how easy it is to integrate with HubSpot and Salesforce - our lead flow data is coming in cleaner than ever.

What do you dislike?

I don't like actually building the forms - it could be more clear with logic.

Recommendations to others considering the product

I would recommend making sure you're integrating it with your entire marketing stack when able to. It has been integral in fueling our marketing program with instant data, ensuring that our customer follow up is quick and top notch.

What business problems are you solving with the product? What benefits have you realized?

We've been able to seamlessly tie our lead flow structure together with Salesforce and Form Assembly. Then, it integrates with HubSpot to fuel our marketing efforts. It's all talking together very well, which is a huge improvement to where we were before we began using it.

FormAssembly review by Administrator in Education Management
Administrator in Education Management
Validated Reviewer
Verified Current User
Review Source

"Only form tool we can find for getting info to Salesforce reliably"

What do you like best?

Super-customizable, documentation is getting better, support is friendly and responsive.

What do you dislike?

Salesforce connections still require quite a bit of experience with both Salesforce and the FA connector language. Not for layperson use.

Recommendations to others considering the product

Get a serious Salesforce expert to set up your first few connectors, they're easy to copy. Don't trust the autocomplete when matching dropdown form fields to Salesforce picklist options. Double check EVERYTHING.

What business problems are you solving with the product? What benefits have you realized?

Scholarship applications into Salesforce, event registration and surveys, contact and subscription forms into Salesforce Marketing Cloud. Saved tons of data entry time.

FormAssembly review by <span>William R.</span>
William R.
Validated Reviewer
Verified Current User
Review Source

"Robust, flexible form builder"

What do you like best?

Ease of use, flexible, integration to Salesforce.

What do you dislike?

Depending on browser java settings, forms may not function properly.

What business problems are you solving with the product? What benefits have you realized?

We used FormAssembly for a survey of major gifts donors in which their responses were stored on their Salesforce contact records. Another use of the form was for a donation page, also saving to the Saleforce contact records.

FormAssembly review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Great form builder"

What do you like best?

Easy integration with Pardot. Easy form builder that requires almost no code at all. Anyone can build a form within seconds.

What do you dislike?

Limited design templates that fits the modern developer. Sometimes I would need to build lots of customization in order to get to the design I want.

What business problems are you solving with the product? What benefits have you realized?

Building forms with pardot and using form handlers. FormAssembly makes it easy to integrate with Pardot. Also a way to organize the forms on one platform allows me to organize the forms in a cluttered free way.

FormAssembly review by Administrator in Higher Education
Administrator in Higher Education
Validated Reviewer
Verified Current User
Review Source

"Form Assembly is great and easy for users!"

What do you like best?

Form Assembly is intuitive. You don't need lots of training to start building your own forms and using them!

What do you dislike?

Sometimes the data that you get from form assembly is lacking. For example, if I change the answers to a question in one of my forms, the historical data from the previous answers disappears.

What business problems are you solving with the product? What benefits have you realized?

We use form assembly forms through TargetX (a Salesforce platform). It's great for our students who are registering for events or our counselors who input student information using a form.

FormAssembly review by <span>Donna H.</span>
Donna H.
Validated Reviewer
Verified Current User
Review Source

"Waste of money and time"

What do you like best?

It was pretty easy to create surveys. User friendly in this regard.

What do you dislike?

Never did get it to synch with Salesforce. Very expensive for what you get. Difficult to get technical support. The survey link was so long and irrelevant that I had to figure out how to use another tool to create a shorter more meaningful link to embed in a communication.

What business problems are you solving with the product? What benefits have you realized?

We needed a survey tool. No benefits from this tool. Waste of time and money.

FormAssembly review by <span>Mike M.</span>
Mike M.
Validated Reviewer
Verified Current User
Review Source

"Trusted Form Tool with Good Integration Options"

What do you like best?

Strong Salesforce & payment processing support

What do you dislike?

Stylize / design could use an update. There are other form tools that focus on the design aesthetic.

What business problems are you solving with the product? What benefits have you realized?

Enable customers to review reservation data and complete the contract process including receiving deposit payments prior to concluding the deal.

FormAssembly review by Administrator in Individual & Family Services
Administrator in Individual & Family Services
Validated Reviewer
Verified Current User
Review Source

"User Case for Nonprofits"

What do you like best?

Customization and integration w Salesforce

What do you dislike?

Limitations of themes and UI.. would love to customize w code to match company branding.

Recommendations to others considering the product

Connect with support. They’re so helpful!

What business problems are you solving with the product? What benefits have you realized?

FA has severely cut down our data entry processes and eliminated human error in making sure our many client assessments are stored, used and found in one place. Data analytics has been so much easier without sorting through massive stacks of papers. We also use FormAssembly for volunteer registration and event surveys.

FormAssembly review by <span>Joseph B B.</span>
Joseph B B.
Validated Reviewer
Review Source

"IT Project Manager"

What do you like best?

The access to all objects in salesforce. I can easily create a form bringing in related object info. (such as lead and it's related objects)

What do you dislike?

The inability to populate question choices based on Salesforce Values. (I can only have the "matching" choices be selected, but I can't leave them as choice A, choice B, and have salesforce change those values)

What business problems are you solving with the product? What benefits have you realized?

Web to lead

Ordering products from beginning to end from Formassembly, and recording in Salesforce

FormAssembly review by Administrator in Design
Administrator in Design
Validated Reviewer
Verified Current User
Review Source

"Very flexible system with great customer service."

What do you like best?

Being able to contact a customer service representative and have them actually respond quickly to my questions.

What do you dislike?

There are some limitations in designing forms but every form program will have those. FormAssembly allows for suggestions and recommendations be provided and voted on!

Recommendations to others considering the product

Try it before you buy it but believe you'll end up buying it.

What business problems are you solving with the product? What benefits have you realized?

Solving the issue of accurate data for our event registrations. Errors in data are at an all time low.

FormAssembly review by Administrator in Higher Education
Administrator in Higher Education
Validated Reviewer
Verified Current User
Review Source

"Form Assembly is Great!!!!"

What do you like best?

Easy to use, seamless integration, saves lots of developer work. Very little issues.

What do you dislike?

Would be nice to be able to read information directly from SF for pick-list values and be able to write IF statements on text boxes.

What business problems are you solving with the product? What benefits have you realized?

All of our students are required to accept an Offer of Admission. The integration w/ SF is seamless and all fields we need are automatically updated. Saves time of importing lists or manual data entry.

FormAssembly review by <span>Christian F.</span>
Christian F.
Validated Reviewer
Review Source

"Good features but with some hidden that are not easy to realise or figure out."

What do you like best?

The layout and the ability to layout as I would like.

What do you dislike?

Not being able to make calculations e.g. in time.

Recommendations to others considering the product

Really easy to use and manipulate especially when you get the hang of it. The sample templates are many and good and helps with learning.

What business problems are you solving with the product? What benefits have you realized?

Information on members that helps us to keep in touch and keep track of important dates, that's why I need to be able to calculate times, like age.

FormAssembly review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
Validated Reviewer
Verified Current User
Review Source

"FormAssembly uses with Salesforce"

What do you like best?

The best way for us to capture customized data based on user input and import that into Salesforce. We use it for order forms, feedback, quote requests, contact info updates and more.

What do you dislike?

The "WYSIWYG" interface for those that don't know HTML can be a little limiting or cumbersome to use for design purposes.

What business problems are you solving with the product? What benefits have you realized?

Low-cost and customizable collection of data from end users, imported directly into our Salesforce org. No need for API development.

FormAssembly review by Administrator in Education Management
Administrator in Education Management
Validated Reviewer
Verified Current User
Review Source

"Excellent for Salesforce customers"

What do you like best?

Powerful two-way Salesforce integration and love the ability to include custom CSS and/or Javascript at the form level (vs it being global and affecting all forms).

What do you dislike?

I would like to see better ability to prepopulate fields using a prefill connector (such as Salesforce).

What business problems are you solving with the product? What benefits have you realized?

It has allowed us to capture leads and the ability to prefill forms with lead information from Salesforce help eliminate duplicate lead submissions for people looking to provide up-to-date information.

FormAssembly review by User in Accounting
User in Accounting
Validated Reviewer
Verified Current User
Review Source

"Hit or Miss"

What do you like best?

Form Assembly allows you to send automated e-mails after a form has been completed and integrates with Salesforce. It is customizable and allows for many different types of forms to be created.

What do you dislike?

The backgrounds and themes for the forms are a bit antiquated. The Salesforce integration works well most of the time, but sometimes creates multiple records. Overall ease of use is not great and the customer interface can be confusing.

What business problems are you solving with the product? What benefits have you realized?

Form Assembly allows us to connect with our customers through forms. We use them for event registration, purchases, and feedback.

FormAssembly review by <span>Meredith C.</span>
Meredith C.
Validated Reviewer
Review Source

"Great product for creating forms and mapping/feeding data to Salesforce objects"

What do you like best?

The ease of building a form, editing the form, tracking form responses, exporting form data, mapping data to Salesforce standard and custom objects, and sharing the forms.

We use FormAssembly for surveys, evaluations, newsletter sign-up forms, event registrations, and as a reporting tool for staff to use to feed new data into Salesforce without having to log into Salesforce.

Mapping to Salesforce is intuitive as an admin, and the ability to refresh for custom objects and fields in real time makes it easier to build forms AND the appropriate fields in Salesforce at the same time.

What do you dislike?

It doesn't accurately create records when using the repeatable option feature. For example, if I want a form to create a Contact record with a corresponding Website Access record, and the Website Access (different levels of access) record has the repeatable option, the form doesn't consistently feed the repeated submissions for website access into separate records, it instead either combines the data into one record, or overwrites.

Recommendations to others considering the product

Take advantage of FormAssembly's support, but make sure that if you're reaching out with a support question that you've first confirmed that the issue is not on the Salesforce end.

What business problems are you solving with the product? What benefits have you realized?

We rely on forms that map to Salesforce to reduce double-entry by our very small (2) administrative staff. We promote our website to over 5,000 counselors and educators statewide, and the ability to direct them to our different forms to update/add their own information is critical.

FormAssembly review by <span>David L.</span>
David L.
Validated Reviewer
Review Source

"Great form building tool and even better integration with Salesforce"

What do you like best?

The integration with Salesforce is the best integration with a form building tool that I have used. It provides an easy to use, clicks not code, approach that is simple for any admin to use but also advanced enough to build complex logic into your integration.

Before even getting to the integration, FormAssembly provides a responsive and easy to use form building tool that allows you to use all the question types and validation rules that you would expect in a form building tool. If you need more than the standard theme allows they also provide easy ways to modify the theme or upload your own CSS.

What do you dislike?

There aren't many things to dislike, however, one minor inconvenience that I came across was the inability to upload mass send as values when using pick list fields in the Salesforce connector. For example, if you have a picklist with 100 choices in text value but you want to send them to Salesforce in an number value you have to enter those one by one.

Recommendations to others considering the product

FormAssembly provides free versions that will let you give the product a test drive.

What business problems are you solving with the product? What benefits have you realized?

The primary business problem being solved with FormAssembly is sending surveys to contacts and integrating their response back into Salesforce.

FormAssembly review by <span>hadley b.</span>
hadley b.
Validated Reviewer
Verified Current User
Review Source

"questions "

What do you like best?

customer service is awesome. i love all the possibilities

What do you dislike?

hard to get used to and can be really confusing

Recommendations to others considering the product

utilize customer support because possiblilites are huge

What business problems are you solving with the product? What benefits have you realized?

creating really accurate and in depth sruverys

FormAssembly review by <span>Matthew R.</span>
Matthew R.
Validated Reviewer
Verified Current User
Review Source

"Form Assembly"

What do you like best?

Form building and salesforce connectors are easy to configure.

What do you dislike?

Form building controls don't feel so great.

What business problems are you solving with the product? What benefits have you realized?

Web-to-Lead; sign up and registration (events, site access, and curriculum materials); receive applications (grant, volunteer, partnership).

FormAssembly review by <span>Chris H.</span>
Chris H.
Validated Reviewer
Review Source

"Great customer service and product!!!"

What do you like best?

The ability to create a form so easily, and have it integrated with Salesforce for prefill and data collection is excellent!

What do you dislike?

Some formulas and ways to use complex fields can be easier to be found within the knowledge base.

Recommendations to others considering the product

Give it a try, you won't be disappointed!

What business problems are you solving with the product? What benefits have you realized?

This provides a simplified way for our customers to submit letters of intend before actually having to place a large product order.

FormAssembly review by <span>Kristin H.</span>
Kristin H.
Validated Reviewer
Review Source

"Great!"

What do you like best?

FormAssembly is great and easy to use. Their easiness to create webforms that connect to Salesforce makes creating web forms manageable by Salesforce Admins. Their support is one of the best on the Salesforce platform!

What do you dislike?

I do not dislike anything. Using FormAssembly is easy and working with their support is great.

What business problems are you solving with the product? What benefits have you realized?

Creating forms on websites to allow users to attach documents, then push to Leads in Salesforce

FormAssembly review by <span>Paul B.</span>
Paul B.
Validated Reviewer
Verified Current User
Review Source

"Form Assembly - great way to collect Salesforce data"

What do you like best?

Reliable Salesforce connection for collecting data from websites

What do you dislike?

Everytime I edit a connector it seems like it disconnects. very inconvenient

Recommendations to others considering the product

Useful for many solutions

What business problems are you solving with the product? What benefits have you realized?

Collecting mailing list information via webpage

FormAssembly review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
Validated Reviewer
Verified Current User
Review Source

"Fantastic Salesforce Integration!"

What do you like best?

The salesforce integration has been vital. Also the interface for form creation is a breeze to use. The setup of salesforce connectors is very intuitive.

What do you dislike?

The templates and themes are not as attractive or easy to use as I would like. It should be easier to integrate company headers or logos to a form.

What business problems are you solving with the product? What benefits have you realized?

Data collection and retention. Easier and more effective research survey execution

FormAssembly review by <span>Julie G.</span>
Julie G.
Validated Reviewer
Review Source

"Flexible and easy to use - no SQL code required!!"

What do you like best?

We were looking for a way to integrate forms from our website to Salesforce that we could manage internally, as it is important for us to add new forms quickly and adapt the way we work.

What do you dislike?

Whilst we have also connected PayPal, the frustration for us is that we manually have to reprocess forms so that the Paypal transactions fields are updated in Salesforce.

What business problems are you solving with the product? What benefits have you realized?

All our online forms are now on Form Assembly, including our information orders, event bookings and general information capture forms

FormAssembly review by Administrator in Music
Administrator in Music
Validated Reviewer
Review Source

"Great platform with a lot of capability"

What do you like best?

I love that we can use FormAssembly for a variety of projects. It is a solution for surveys, membership tracking, and so much more.

What do you dislike?

Because the platform is so customizable, it makes it fairly complicated to learn. I also wish we could organize the forms into folders.

What business problems are you solving with the product? What benefits have you realized?

We needed a system to track our membership that would talk with Salesforce and grow with us, and this solved that issue. With our custom forms, we are able to onboard new members, have parents sign it using the esignature feature, and track what our members were doing once they were in our facility.

FormAssembly review by <span>James R S.</span>
James R S.
Validated Reviewer
Review Source

"Point and Click Form Creation"

What do you like best?

FormAssembly allows for point-and-click creation of rich forms that we can express on our website and then capture within Salesforce.

What do you dislike?

There is a lot to digest and learn with FormAsssembly. Being a solo Salesforce admin, the only thing limiting the expansion of my FormAssembly knowledge is time.

What business problems are you solving with the product? What benefits have you realized?

We are capturing application information and tying this to the appropriate Salesforce record for the customer.

FormAssembly review by Administrator in Performing Arts
Administrator in Performing Arts
Validated Reviewer
Verified Current User
Review Source

"Form Assembly is a great addition to our Salesforce use"

What do you like best?

I like the ability to connect forms to Salesforce

What do you dislike?

Some parts of the user interface can get a little clunky.

What business problems are you solving with the product? What benefits have you realized?

Since we started using Form Assembly, our process for collecting and tracking information has become so much better. We began by using forms for event RSVPs, but have expanded it to include program applications, event proposals and the anonymous collection of demographic information.

FormAssembly review by <span>Lizette P.</span>
Lizette P.
Validated Reviewer
Review Source

"Easy features for a larger organization"

What do you like best?

It was simple to figure out how to set up forms.

What do you dislike?

The integration with Salesforce was difficult to figure out. There needs to be an easily accessible guide to help with the setup.

What business problems are you solving with the product? What benefits have you realized?

Our business needs to easily manage forms with the connection to SFDC. We are still not completely sold on FormAssembly since the price points are too high for our organization.

FormAssembly review by Administrator in Education Management
Administrator in Education Management
Validated Reviewer
Verified Current User
Review Source

"Comprehensive Form Creation"

What do you like best?

The continued release of new features has allowed me to create forms that meet the needs of multiple stakeholders.

What do you dislike?

Still some bumps with what options appear with Autosuggest and connectors for Salesforce is not as user friendly.

What business problems are you solving with the product? What benefits have you realized?

We are now able to pull students' existing college applications into a pre-filled form for them to update without having to re-enter college names each time.

FormAssembly review by Administrator in Education Management
Administrator in Education Management
Validated Reviewer
Verified Current User
Review Source

"FormAssembly is great and expansive"

What do you like best?

FormAssembly is great and expansive and connects seamlessly with Salesforce.

What do you dislike?

You can't do autocomplete when you hook in to Salesforce and want to do a look up.

Recommendations to others considering the product

FormAssembly is great and expansive and connects seamlessly with Salesforce.

What business problems are you solving with the product? What benefits have you realized?

Sign ups. We also look to have form assembly allow our customers to update certain information we would like them to be able to control.

FormAssembly review by Administrator in Performing Arts
Administrator in Performing Arts
Validated Reviewer
Verified Current User
Review Source

"Great Product"

What do you like best?

The Salesforce integration is excellent.

What do you dislike?

The form-builder interface could be more user-friendly, and can slow down on complex forms.

What business problems are you solving with the product? What benefits have you realized?

We've been able to automate a ton, by sending form data directly into Salesforce. Our event registrations zap cleanly to