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We have created almost 30 FormAssembly forms since we subscribed to the app. It is the best form builder app we have used. Many, but not all, of our forms, are integrated to Salesforce.com as well. The API connector to Salesforce is robust and can connect to most objects and fields. My department creates for all departments. In general, FormAssembly addresses the ability to gather information from volunteers that sign up for our many annual volunteer events.
- Salesforce.com API integration
- Intuitive form builder interface
- Mobile phone, tablet and desktop browser rendering tools
- It may not be Salesforce Lightning Experience compatible - at least for us - in terms of linking to Lightning Experience Notes
- Saving a form edit can be confusing depending on where in the form the edit is made
- It would be nice to add a background image so that the desktop browser doesn't have so much white-space around the form.
June 20, 2018
We use FormAssembly for all our forms that feed into Salesforce. It does a great job of capturing client information and putting it where we want it in Salesforce. FA gives us a lot of flexibility and power to take complex forms and applications.
- Integration with Salesforce
- Dependencies and complex forms
- Prefilling forms and displaying data.
- The price is a bit higher than other options.
December 05, 2017
Our Information Systems team is using FormAssembly to quickly deploy forms for a multitude of data capture needs. We are using FormAssembly's enterprise solution and implementing Salesforce Authentication and Salesforce Connectors across multiple organizations we maintain internally. This allows us to embed FormAssembly forms in Salesforce Communities, to the point where FormAssembly forms have become the primary way users enter data in 2 of our Communities solutions.
On the flip side, forms can be rapidly built out for basic requirements where responses don't need authentication -- for instance, a recent request for an interest form was quickly fulfilled by a team member who had never used FormAssembly and didn't have any code experience. We have launched payment forms in a similar fashion using Authorize.net connectors.
On the flip side, forms can be rapidly built out for basic requirements where responses don't need authentication -- for instance, a recent request for an interest form was quickly fulfilled by a team member who had never used FormAssembly and didn't have any code experience. We have launched payment forms in a similar fashion using Authorize.net connectors.
- Declarative connectors for Salesforce, payment processing, etc.
- Form logic customization
- Layout customization
- CSS and Javascript embeddding
- Customization of Save/Resume functionality
- Populating radio/checkbox/drop-down fields based on a Salesforce record query
- Change management tools (deploy changes from a test form to a production version)
December 05, 2017
We utilize FormAssembly for many different purposes, but the primary one is sales. Our forms are what our customers see first, and it's how we get both preliminary leads as well as detailed customer data. On the flip side, we utilize FormAssembly to update our existing client records and for ongoing surveys, questionnaires, etc. From a sales perspective it does an amazing job. It's very flexible, easy to implement/change, and is nimble. SalesForce integration is killer - tons of different ways to conditionally send values to SalesForce and the mapping feature works REALLY well. You can conditionally create cases, add attachments, trigger rules, etc - very nice. At this point I can't imagine running my business without FormAssembly, I recommend them regularly.
- 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.
- I've always thought their Theme builder was a little bit lacking. It works, but it doesn't feel quite as smooth as the rest of the form builder.
- I wish there were stronger in-form calculations, similar to something like calculoid.com.
- Sometimes formatting feels wonky when you choose a form-level format, then update specific fields. I wish there was some sort of "outline" tool for formatting specifically, so you could easily see what formats were being applied to each field. Sometimes I spend way too much time on formatting.
September 15, 2016
As a Salesforce consultant, I've recommended FormAssembly to many customers. Use cases range from complex credit applications to internal expense reports. FormAssembly solves the issue of inputting information correctly into Salesforce with a lot less clicks.
- I've vetted other Salesforce form integrations and when it comes to complex connector logic, FormAssembly is the best.
- I really like the ability to have repeatable sections and repeatable attachments.
- Form troubleshooting, I really like the detailed response report and the ability to resubmit an entry.
- I like having the support chat window on the back-end. Makes it really easy for simple questions.
- The form functionality is great, but form styling needs improvement. Forms can look slicker.
- The UI on the back-end is a bit hard to navigate.
- It would be great to have alerts if a form connector failed.
August 19, 2015
FormAssembly is used by The Jackson Laboratory to facilitate publicly available web forms. It addresses the need for connectors to other systems, and more advanced form functionality such as repeating rows, conditional values, and calculations in an environment easy enough for non-technical users to work with. IT manages and supports users and insures that connectors are built securing data from the FA submission into other disparate systems.
- Ease of use of the form builder... very well done.
- Connectors are solid... we've several custom connectors that all work exceptionally well.
- Branding is a snap... the use of the REST APIs is very well done.
- Incorporation of custom CSS and JavaScript is easy and powerful.
- The advanced features (conditional values, add a row, etc...) are very powerful and easy to use.
- Ingesting external list data. The biggest drawback we've found to FormAssembly is that we cannot generate external lists (of products, mouse strains in our world, countries served, etc...) and have them ingest into a lookup field or a select menu. Without doubt this is what we consider the greatest weakness.
FormAssembly is used to create applications, surveys, and RSVP forms for events to name a few. It helps keep our data clean and connected since everything connects back to Salesforce. It addresses needs that the whole organization has but is managed by one team.
- Performs look ups that connect to our Salesforce instance to avoid duplicate records
- Connects data back to Salesforce and creates an error log in case the submissions need to be reviewed
- Can perform multiple functions in one form such as, look up a contact or create a contact, connect him/her to a campaign, create an attachment for the contact record or connect to any other custom object using the Connectors
- FormAssembly Support is reliable
- When I using the Log to review any errors I wish there was an easier way to navigate it such as (1) more responses visible on the screen, and (2) when a response is resent, it appears again at the first page and the initial submission moves down one (you need to have done this in order to understand). If the submissions had date/times next to them for initial submission and each resend, that would be super helpful
- I'm having a hard time locating which version of FormAssembly I'm on and determining the modules that we own. I wish that was more obvious.
- FormAssembly Support is great but sometimes a customer service number can do wonders. I think that's something to consider.
November 29, 2017
We use FormAssembly for many of our business needs across the whole organization. Everything from surveying to web to lead to registration processes, FormAssembly is pretty much our one stop shop for all of these. The big benefit of FormAssembly over the others for us is its integration with Salesforce.
- Salesforce Integration
- Customizable logic for filling forms and pushing information to other places
- Ability to embed into website
- There can always be improvement in their ability to help identify duplicates before they go into our Salesforce
- Add more options for website integration
- More robust options for customizing look and feel of the forms
February 07, 2018
We use FormAssembly inside of the TargetX application which lives in our organizations instance of Salesforce. It is used to help create internal and external events and bridge data in from those event registration pages. It makes the bridging of data very easy and provides a great GUI to help with this.
- Bridging data
- Having a graphical user interface that helps facilitate things that would otherwise take more coding skills
- Creating inquiry forms on websites
- Some of the GUI is not always helpful
- Constantly having to upgrade various parts is not always helpful and takes time
- The integration with Salesforce is a little hard to manage for some aspects
We use formassembly to collect information from the student beneficiaries that we work with (they use our forms to submit reports and request information). We also use it as our online donation platform.
- Easy to create forms.
- Integrates with Salesforce.
- Integrates with our payment processing system.
- The customization leaves something to be desired (our forms look a little dated).
November 29, 2017
We use FormAssembly to gather information from a variety of users and store that data in Salesforce. It is used currently for marketing, but we are expanding to other departments.
FormAssembly is quick and easy to use, getting us over the hurdle of having a developer custom design a website or using Apex and VisualForce within Salesforce.
FormAssembly is quick and easy to use, getting us over the hurdle of having a developer custom design a website or using Apex and VisualForce within Salesforce.
- Quick setup
- Highly customizable, allowing it to fit the look and feel of your company.
- Great support and help documentation
- Process to integrate with Salesforce is not intuitive, would love to see a direct connection
- One requested feature is to password protect forms, currently only option is validating through external source
August 28, 2014
Used primarily for our whole organization, FormAssembly provides the ability to take form data and pull it into Salesforce.com CRM. It has a number of other potential connections for use that we do not currently use at this time. Allows for forms submitted from a web form to be created individually or as a template for use cases in Salesforce where Flows or Visualforce Pages did not meet the criteria.
- Connectivity with Salesforce.com is very simple and easy to use. Connectivity maps forms data directly into Salesforce and can be updated quickly and efficiently when in use with schema.
- Easy page layout builder allows for simple web design and connectivity when setting up. A basic user could map out needs of the form, with an Administrator then setting up any connectivity or validations as needed.
- Retains form data and makes it easy to determine which information will be pulled from the form. Administrators can see submitted forms, measure drop rates, etc to get solid results from the form "behind the scenes"
- Conflict management with Salesforce through connectors is limited. If you make a change in Salesforce using this product without updating the form, the only time you will know is when an error email triggers to the admin.
- Better support follow up through the site. Whenever I have a technical issue, I have to go out to their main page for admin support, which it would be easier to find and/or use in the program once you're logged in.
- Cost prohibitive for smaller organization, the value of what you pay may not be enough for smaller organizations looking to use the tool.
FormAssembly Scorecard Summary
Feature Scorecard Summary
What is FormAssembly?
FormAssembly is a web form and data collection platform that helps organizations take control of the data collection process.
Its drag-and-drop Form Builder aims to empower team members and enables a wide range of use cases. Users can choose from multiple field types, and additional pages, set up conditional fields, and build calculated fields.
FormAssembly's integrations help to drive essential business initiatives in any industry. Its Salesforce integration allows users to create and update records in Salesforce, and prefill data. The vendor also offers integrations with email marketing systems, payment processors, and other popular tools.
FormAssembly states they uphold high standards for security and compliance, and offers a HIPAA-compliant Compliance Cloud plan for healthcare professionals and users in other highly regulated industries.
Categories: Survey & Forms Building
FormAssembly Screenshots
FormAssembly Video
Simple online form builder.
FormAssembly Downloadables
FormAssembly Integrations
Salesforce CMS, Salesforce Marketing Cloud Interaction Studio (formerly Evergage + MyBuys), WordPress, TaskRay, GoToWebinar, AWeber, Mailchimp, Authorize.Net, PayPal Payments, iATS Payments, Stripe, CyberSource, Chargent, FreshBooks, Drupal, Pardot, Google Drive, Salesforce Experience Cloud (formerly Salesforce Community Cloud)
FormAssembly Competitors
FormAssembly Pricing
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Has featurePremium Consulting/Integration Services Available?Yes
- Entry-level set up fee?Optional
| Edition | Pricing Details | Terms |
|---|---|---|
| Professional - Monthly | $89 | |
| Premier | $224 | |
| Enterprise | Contact sales | |
| Compliance | Contact sales |
FormAssembly Support Options
| Free Version | Paid Version | |
|---|---|---|
| FAQ/Knowledgebase | ||
| Video Tutorials / Webinar | ||
| Phone | ||
| Forum/Community |
FormAssembly Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | No |