FormAssembly

Score8.9 out of 10

98 Reviews and Ratings

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FormAssembly

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What is FormAssembly?

FormAssembly is an enterprise data collection and automation platform designed to enable organizations to capture clean, compliant data from the start.

With the latest edition of the platform, FormAssembly Atlas, and its built-in AI assistant, Fai, forms and workflows build themselves, connect to Salesforce and other systems in just a few clicks, and ensure every record is structured, secure, and ready for automation or AI. In short, FormAssembly is designed to eliminate the manual work of form building and data cleanup.

KEY FEATURES

Fai – AI-assisted form and workflow creation: Build compliant, branded forms and automated workflows using natural language prompts.
Salesforce integration: Create, update, or look up any standard or custom Salesforce object, and prefill forms with existing CRM data.
Extensive third-party integrations: Connect with over 30 solutions, including Microsoft, Google Workspace, HubSpot, and Dropbox.
Enterprise-grade security: Protects sensitive data with HIPAA, PCI DSS Level 1 certification, encryption at rest, and other advanced security controls.

Categories & Use Cases

Media

1 / 5

Multiple question types
Supports a variety of question types, such as multiple choice, select all that apply, ratings, text responses, etc.
Category average: 8.7
Survey logic flexibility
Survey question flow can be customized with skip logic, conditional questions, question branching logic, piping logic, and/or randomization.
Category average: 8.3
Custom logo/branding
Allows the user to include their company logo (rather than the survey vendor’s logo) and/or create a company template so that branding is consistent across multiple surveys.
Category average: 7.9

Analytics
Allows users to run different types of analysis, such as statistical analysis, cross tabs, sentiment analysis, etc. within the tool.
Category average: 8.1
Custom reports
Allows users to report on custom metrics, choose which metrics to include in a report, run reports with advanced segmentation and/or customize the look and feel of a report.
Category average: 7.9
Vendor-offered crowdsourcing
Vendor offers access to an audience or panel of respondents.
Category average: 8

Most Frequent Users

Top 3 industries using FormAssembly.

Based on HG Insights installation data

View all Reviews

#1 most frequent

Other Services (except Public Administration)

29.0%

670 installations of 2,309

“It's great at letting our program participants enter their own data that then flows conditionally to our Salesforce org.”
— Director of CRM and Business Solutions, University Settlement Society of NY (Mid-sized Companies)

#2 most frequent

Educational Services

12.9%

298 installations of 2,309

“I design several forms for my college through Formassembly and connect it to Salesforce.”
— Salesforce Administrator, Niagara College (Mid-sized Companies)

#3 most frequent

Professional, Scientific, and Technical Services

9.8%

226 installations of 2,309

Pros

Seamless and robust Salesforce integration with bi-directional data flow and prefilling
User-friendly interface for building forms with conditional logic
Extensive customization options, including custom CSS and JavaScript

Cons

Form builder can be clunky or limited without advanced coding knowledge
Customer support responsiveness and resolution times are inconsistent
Pricing structure is perceived as expensive, especially for smaller organizations or additional users

Amanda Garrison View profile

UniServ Director at NEA (51-200 employees)

Use Cases and Deployment Scope

Our organization uses FormAssembly as a tool to conduct member conferences. We use the secure forms to gather new business items and constitutional amendments. Since COVID. our organization has used this program to offer a secure format to gather important information in a more streamlined process than we previously had as paper and pencil. Not only are we more secure, but also environmentally friendly.

Pros

Security
User-friendly - make duplicates of forms
Workflow makes forms and connections easy to develop
Automated notifications make for a smooth process

Cons

Live amendments to forms

Return on Investment

Easier collection with automated forms
Ability to connect forms with multiple options in workflow
Less need for manual labor

Usability

Alternatives Considered

Wufoo

Other Software Used

Salesforce Agentforce 360 for Nonprofits, Clio, Google Workspace

Andrew Helton View profile

Programmer Analyst in Information Technology at Lincoln Memorial University (1001-5000 employees)

Use Cases and Deployment Scope

We use FormAssembly for our Admissions process. We use it to obtain supplemental information from applicants of certain programs. We also use it to request recommendations for our applicants. We also use it for applicants to sign up for tours and other events.

Pros

It is a reliable method to request information.
It allows for prefilling from Salesforce.
It is able to return data to Salesforce or through email.

Cons

I would like to see the option for a signature without the E-Signature process.
Copying and pasting into FormAssembly often causes trouble with PDF generation if the text had any formatting. I would rather it remove all formatting when pasting into it.

Return on Investment

FormAssembly has sped up our admissions process. Recommenders no longer have to mail their forms in, and instead, they can be completed within minutes online.
We considered using FormAssembly to accept payments, but we discovered the cost to add that feature was too expensive for our use case.

Usability

Alternatives Considered

TargetX and from Liaison

Other Software Used

Laserfiche, TargetX, from Liaison, Entrinsik Informer

Christina Kostelecky

Senior Executive Administrator at Pasa Sustainable Agriculture (11-50 employees)

Use Cases and Deployment Scope

We use FormAssembly for everything from event registration and donations to collecting research data from farmers across the MidAtlantic region. We needed a solution that was simple enough to implement ourselves, but robust enough to grow with our organization. We connect some fields and forms to Salesforce, but not all.

Pros

Customer support
Value
Continuous improvement & upgrades

Cons

User interface for workflows is still really complicated and not super intuitive
Increased collaboration (e.g. adding notes on the form outline for future me)
Formula builder for in-form calculations (Java)

Return on Investment

With just one tool, we can do it all. We don't need multiple survey tools.
User interface means no coding, so we can create in house. No need to hire external consultants.

Usability

Alternatives Considered

SurveyMonkey, monday CRM, Jotform and Cvent Event Management

Monica Fornash View profile

Technical Project Manager in Information Technology at United Way of Greater Cincinnati (51-200 employees)

Use Cases and Deployment Scope

We use FormAssembly for all types of forms-informational, survey, event-and what we love about it is the ability to easily connect it to Salesforce. It has been a game changer. From managing client cases to collecting event feedback, FormAssembly provides solutions for all of our data collection needs.

Pros

Integrates with Salesforce
Provides attractive formatting options
Allows skiplogic
Provides value for cost

Cons

I would like to see integration with Excel offered as standard
Possibly offer integration with PowerBI

Return on Investment

Allows us to abandon paper forms and tracking.
Allows us to collect key variables such as income and family size privately.
Gave us the ability to track event attendance which we have never had before so that we can follow up with attendees

Usability

Alternatives Considered

Typeform and Jotform

Other Software Used

Salesforce Experience Cloud, Adobe Acrobat, NiCE CXone

Verified User

Vice-President (51-200 employees)

Use Cases and Deployment Scope

We use FormAssembly for front end forms on our website (i.e. Participant Feedback Form) so the information can go into Salesforce. It also helps our staff have an easier way of filling out client intake forms and daily logs, this way they don't have to interact in Salesforce directly and the data can automatically go to the places it needs to go.

Pros

User friendly front end forms
Getting information into our database
Easy to customize forms

Cons

Being able to delete a conditional and not lose the information underneath it. Or being able to drag workflow steps to a different spot (if this is available and I just don't know, PLEASE let me know!!)
Being able to reprocess a workflow in it's entirety instead of just a step
Being able to search workflow responses by a name or piece of data collected
Being able to close Fai's window, when you are trying to work split screen it is not resizable and makes it very difficult when using the form builder
When saving Workflows I often get an error then have to click into different steps and it eventually saves.
Being able to have questions have a specific answer based on conditional logic. For example if I select I do not have kids, then it automatically marks an answer on the next questions. We need to have an answer in all of the questions for the scoring on some of our forms so if it could automatically respond a certain way then those questions could be automatically skipped in specific cases.
A non AI chat option, or prompt service request replies

Return on Investment

Though I can't quantify it, It has improved our data collection so that we are better able to help clients and know what they need.
It's helped keep the information in our database clean.
It allows staff to save time.