FormAssembly vs. Formstack for Salesforce

FormAssembly is awesome for certain situations. Website integration is particularly smooth, and integrations with platforms like FormAssembly are widely available. For us, this makes FormAssembly a vital tool for high-volume training with participants under high-workload conditions, because it reduces friction for participants as they complete the forms while saving time for our staff who handle data entry. Conversely, the process of setting up forms and their integrations feels heavy-handed for some of our smaller events with fewer participants.

Incentivized

- Formstack for Salesforce excels in scenarios where organizations need to capture leads seamlessly. The platform's ability to create customized and branded lead generation forms, coupled with its direct integration with Salesforce, facilitates the smooth transfer of lead data into the CRM system. This is particularly beneficial for marketing teams running campaigns and events.- In scenarios where the primary goal is to collect basic contact information without the need for complex workflows or integrations, the comprehensive features of Formstack may be more than what is required. Simpler tools or solutions might be more appropriate for straightforward contact form needs.

• Salesforce prefill is a powerful way to prefill forms with records from Salesforce and prevent duplicate data entry.
• Salesforce submission connector allows us to create some pretty complex and powerful logic to process form submissions into Salesforce data.
• General form prefill options via query strings in the URL is a helpful feature.
• The ability to use custom CSS and javascript on the page makes the forms very extensible and has been helpful to give us even more functionality.

Incentivized

• Collecting customer data and keeping it clean and organized
• I can send forms to the candidates so that they can easily review the documents
• The forms are easily embedded in websites, allowing us to utilize formstack for our various seasonal programs.

Incentivized

• we could always use more styling options when it comes to the form builder
• in our past use of the form builder when adding attachments to a form, there was an upload limit of 35MB. It would be great if this limit was increased.

Incentivized

• mastering the more advanced features of Formstack, especially those related to complex form configurations and workflow automation, can be challenging.
• we need a broader range of pre-built templates within Formstack
• Improvements in the mobile app experience, such as a more intuitive design and additional features comparable to the web version, would enhance the usability of Formstack

FormAssembly continues to meet our needs, and the product functionality continues to grow, providing us with new opportunities to utilize the software. We've built many forms and associated processes on FormAssembly. It would require a large effort to migrate to another platform. We have invested a lot of time in learning FormAssembly.

Incentivized

I've already explained in detail why this rating is so high. It's very user-friendly; a green Salesforce admin can get set up and start using it right away. And if they need support, the support page provides documentation and screenshots to describe any questions they may have. They like it a lot!

Incentivized

While it's not a true development package and misses some features like ingestion of external data for lists, etc... the product is fast, stable, easy to use, and will suit the needs of anyone needing online form functionality with SalesForce and other connectors available for your marketing needs.

Incentivized

I didn't participate in the implementation.

Incentivized

Form Assembly allows for advanced data mapping, pre-filling forms with Salesforce data, and working with custom objects. FormAssembly excels in Salesforce Integration, as it is highly specialized and deeply integrated. Often considered the industry leader for Salesforce forms, Formstack has strong integration, but may not offer the same level of granular control as FormAssembly.

Incentivized

Formstack has a lot of work to do to get up to Jotform standards. Jotform has more payment integration options which is a HUGE selling factor for us as far as which program to choose. They also offer more discounts for non-profits which we work with often. Formstack has some pros but Jotform is more elaborate

Incentivized

• FormAssembly makes it easy to share registration forms with targeted groups of users
• It makes it easy to track registration numbers and form errors and reach out to people who may need assistance
• It's very easy to create registration forms quickly

Incentivized

• This can lead to time savings, allowing employees to focus on more strategic tasks rather than manual data handling.
• By automating the transfer of data from forms to Salesforce, the platform contributes to improved data accuracy.
• The automation and customization capabilities of Formstack can streamline various processes, from lead generation to internal approvals.