The FormAssembly Data Collection Platform transforms the way organizations collect, connect, and protect data. It features a no-code form builder that simplifies the process of collecting data in the most complex environments. Multi-stage workflows automate manual processes and business-critical integrations – including Salesforce, Google, and Microsoft – provide a connected data ecosystem that ensures data is where it’s needed, when it’s needed. Its operational standards,…
We have only used FormAssembly, once we were made aware of it by a consultant a few years ago. I checked the vendor recommendations against the Salesforce forums to see if it was recommended there and it was, plus I read the user-reviews on the AppExchange page. Once I got …
When we were researching options 2 years ago, FormAssembly beat other form tools hands down based on Salesforce integration features. The ability to declaratively set up prefill and post-submission data connectors supporting complex hierarchical data relationships was huge …
We considered a few others - Jot, conga, etc. We landed on FormAssembly mainly for the SalesForce integration. It's just so clean, and you get SO MANY options. The way that you can automatically create cases/leads (and do so conditionally) was huge for our support team. We've …
The big differentiator for me with FormAssembly has always been the Salesforce integration. I have yet to find an alternative form builder that makes building integrations with Salesforce any easier than FormAssembly. I like the look and feel of Typeform forms better than …
I think that FormAssembly does a good job of integrating with multiple platforms, making it appropriate for any use. I think that it is a little less user-friendly than Woobox, however.
We evaluated FormSpring, and Caspio among the products we were interested in. Considering that FormAssembly was available in an on-site version went a long way towards our decision, but frankly, it was just an easier product to use at a very reasonable price for what has the …
I was not the key decision maker in purchasing this product; I only provide administrator and user support for the product. FormAssembly works fairly well for our needs as an organization and we have not explored any other products for our business needs. If considering similar …
FormAssembly is an excellent tool for creating personalized web forms that integrate with Salesforce. It is a very powerful tool and although it is user-friendly, there is a learning curve. It would be less suited for very simple forms that do not integrate with other systems, as there are probably simpler tools available for that purpose.
SalesForce integration is really nice. You can map to specific fields with form values, or you can use detailed formulas. You can also choose to bypass assignment rules on a per-form basis, and create customized logic for when cases are created, when leads are created/merged, etc. It's very robust.
Form creation in general is very simple. They've gotten good over the years of creating an intuitive, drag and drop interface that's quick to edit. I like that you can also assign values to fields so conditional form building gets easy.
I like that you can customize how responses are viewed in the response window. Choose what columns show up so you can find records with ease, and with just one glance. OR you can download everything to excel in a snap too.
One major point for us is our migration to a completely Microsoft infrastructure. IN addition to that, the afore mentioned need to ingest external data resources means that we do have our eyes open toward the landscape so that we can fill these needs. This in no way indicates a move away from FormAssembly: their support is first rate, and so far the product has always stood up to the tests we've put it through.
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.
When we were researching options 2 years ago, FormAssembly beat other form tools hands down based on Salesforce integration features. The ability to declaratively set up prefill and post-submission data connectors supporting complex hierarchical data relationships was huge there. We also valued the ability to authenticate Salesforce users on the form. This allowed us to ensure that only authorized individuals could make updates to their records (and not other people's records) via the form. Since we embed it so heavily into Salesforce, we often compare FormAssembly to Salesforce's native Visualforce and Lightning Component frameworks when deciding how to fulfill a data capture requirement. Unless something very custom is called for, we very often choose FormAssembly first for the flexibility it gives us to build and iterate in the early phases of a new program.
FormAssembly allows staff to gather better data and not have to do so much manual entry. This allows staff to focus their energies on other mission critical items.
FormAssembly helps to improve data quality by reducing duplicates and enforcing data quality.