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FormAssembly Reviews & Insights

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80 Reviews and Ratings

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Based on 1,985 HG Insights installations.

Community Insights for FormAssembly

Synthesised from 29 verified reviews.


Synthesised from 29 reviews


FormAssembly is a widely adopted platform for digitizing and managing diverse data collection processes, primarily serving organizations seeking to streamline workflows and enhance data integrity. Reviewers frequently utilize it for critical functions such as event registrations, donation pages, and admissions applications, a primary function cited by 86% of reviewers. Its core value proposition lies in replacing inefficient paper-based systems and disparate data sources with a centralized, secure, and accurate information flow. A significant strength of FormAssembly is its seamless integration with Salesforce, highlighted by 52% of users, which facilitates efficient data transfer and prefilling while reducing manual entry errors. The platform is also frequently praised for its user-friendly interface in form building, with 38% of reviewers noting its straightforward processes for creating and managing forms. These capabilities contribute to substantial operational efficiencies, as 34% of reviewers reported reductions in manual labor and data entry tasks, directly translating into time and cost savings. Furthermore, its flexibility and customization options, including conditional logic, are appreciated by 24% of reviewers, enabling tailored solutions without extensive IT involvement. FormAssembly instills confidence in users regarding data security and compliance, with 38% of reviewers specifically highlighting its effectiveness in protecting sensitive information like PII and banking details. This focus on security is crucial for organizations handling confidential data and contributes to improved data accuracy and quality, noted by 17% of the feedback. The platform's ability to validate data at the point of entry further enhances data integrity, reducing errors and ensuring cleaner information for downstream systems. Despite its strengths, reviewers consistently point to areas where FormAssembly could improve. The form builder's interface and customization options are a significant concern, with 41% of reviewers describing it as clunky or limited. Customer support responsiveness also emerged as a key area for enhancement, as 21% of users noted slow response times and a need for more technical assistance. Additionally, while integration with Salesforce is a strength, 17% of users identified specific integration capabilities as needing improvement, and 14% noted limitations in reporting and data export functionalities. Tasks involving complex form logic, calculations, and custom code were also found to be cumbersome by 14% of reviewers, suggesting a steeper learning curve for advanced implementations. Ultimately, FormAssembly serves as a powerful tool for organizations aiming to advance their data collection strategies, particularly those deeply integrated with the Salesforce ecosystem. Its capacity to streamline processes, enhance data accuracy, and ensure robust security offers a compelling return on investment by reducing operational costs and improving overall data governance, provided organizations are prepared to navigate some of its interface and advanced customization complexities.


  • Seamless Salesforce integration, enabling efficient data transfer and prefilling.
  • User-friendly form building interface for straightforward creation and management.
  • Robust data security and compliance features, crucial for sensitive information.
  • Significant improvements in operational efficiency and reduction in manual labor.
  • Flexible customization options, including conditional logic, for tailored solutions.
  • Clunky or limited form builder interface and customization options.
  • Inconsistent customer support responsiveness and technical assistance.
  • Complexity and cumbersomeness in implementing advanced form logic, calculations, and custom code.
  • Limitations in reporting and data export functionalities.
  • Specific areas for improvement in Salesforce integration capabilities.
What other products like FormAssembly have you used or evaluated?

From 29 reviews

Reviewers frequently evaluate a range of alternative form-building and survey platforms when considering or using FormAssembly. Jotform is the most commonly cited alternative, mentioned by 17% of reviewers as a product they have used or evaluated. Other frequently mentioned alternatives include Formstack Forms, cited by 10% of reviewers, and several platforms like SurveyMonkey, Typeform, and Google Forms, each noted by 7% of reviewers. This indicates that users often compare FormAssembly against a diverse set of tools, from comprehensive form builders to more specialized survey solutions, reflecting a competitive landscape for data collection needs. The evaluation process appears to involve exploring various options to find the best fit for specific requirements, suggesting that users are looking for features, integrations, or user experience differences among these platforms.

Jotform

Jotform, Jotform Report Builder and Jotform Workflows

Formstack Forms

Formstack Forms, Titan Forms and Jotform

SurveyMonkey

SurveyMonkey, Formstack Forms, Gravity Forms and Google Forms

What functions are particularly difficult or cumbersome to perform using FormAssembly?

From 29 reviews

Reviewers frequently indicate that certain advanced functionalities within FormAssembly can be challenging to implement. The most commonly cited areas of difficulty revolve around form logic and calculations, noted by 14% of reviewers. Users reported that testing complex calculations and field JavaScript, as well as managing advanced formulas, often requires significant effort. A related area of concern involves the use of custom code and regular expressions, which 10% of reviewers found cumbersome. Tasks such as writing regex and integrating custom HTML code were specifically mentioned as requiring additional work or expertise. These aspects suggest that while FormAssembly is capable of handling complex requirements, users may encounter a steeper learning curve or increased development time when implementing highly customized or intricate form behaviors. The feedback points to a need for more streamlined processes or enhanced support for these more technical functionalities.

Form Logic and Calculations

Using "Skip If" functionality

Custom Code and Regex

HTML custom coding

What functions are particularly easy or elegant to perform using FormAssembly?

From 29 reviews

FormAssembly is frequently recognized for its streamlined approach to core functionalities, particularly in tasks related to form creation and data integration. Reviewers consistently highlight the platform's ease of use in building forms, with 10% of reviewers specifically mentioning the simplicity of adding new sections, questions, and fields. This foundational strength extends to its integration capabilities, where 7% of reviewers commend its seamless connection with Salesforce, enabling efficient data flow. Furthermore, the platform's robust preview features, also noted by 7% of reviewers, contribute to an elegant workflow by allowing users to visualize forms across different devices before deployment, ensuring a polished end-user experience. These aspects collectively position FormAssembly as an intuitive tool for developing and managing data capture forms.

Form Building

Form building

Salesforce Integration

auto connect with salesforce objects

Form Preview

the preview modes

FormAssembly utilizes data privacy controls, data encryption, and meets high levels of data compliance with the intention of protecting user’s sensitive information. In your experience, has FormAssembly helped your organization keep data secure and compliant? Please elaborate.

From 29 reviews

FormAssembly is widely regarded by reviewers as an effective tool for maintaining data security and compliance, particularly when handling sensitive information. A significant portion of reviewers, 38%, specifically highlighted the platform's ability to secure data, often citing its importance for protecting member or client information. This capability is crucial for organizations that collect personally identifiable information (PII) or banking details. Furthermore, 10% of reviewers noted that FormAssembly aids in meeting regulatory compliance needs, often simplifying processes by integrating security features directly into the platform, thereby reducing the need for additional tools. The consistent positive feedback suggests that FormAssembly instills confidence in users regarding the safety and integrity of the data they manage.

Data Security

Our IT and infosec has approved it, and with the personal data we use, then it's clearly very secure.

Data Compliance

Yes in my experience FormAssembly has healped us keep data secure and stay compliant. We deal with sensitive information, and the platform gives good control over how data is collected and stored. Features like encryption and access control made us fell more confident about data safety. it also helped us meet basic compliance needs without needing extra tools, which made things simpler for our team.

What positive or negative impact (i.e. Return on Investment or ROI) has FormAssembly had on your overall business objectives?

From 29 reviews

FormAssembly has positively impacted business objectives for many organizations, primarily by enhancing operational efficiency and data integrity. A significant portion of reviewers, 34%, reported substantial reductions in manual labor and data entry tasks, directly translating into time and labor cost savings. This efficiency gain is often linked to the platform's ability to streamline various processes and workflows, a benefit noted by 17% of reviewers. Furthermore, the system is credited with improving data accuracy and quality, with 17% of the reviewed feedback highlighting fewer errors and cleaner data, particularly through validation rules and integration capabilities. The platform's integration with existing systems, cited by 14% of reviewers, is crucial for automating data flow into CRM and other tools. These operational improvements collectively contribute to tangible cost savings, as observed by 10% of the feedback, through reduced printing, storage, and the ability to manage tasks internally without external consultants.

Reduced manual labor/data entry

Cut down on manual data entry and reporting.

Improved data accuracy and quality

Data Accuracy - Form assembly has validation rules that help with fewer errors and lead to more accurate data vs handwritten paper forms.

Streamlined processes and workflows

We saw arounf 30 to 40% improvement in workflows efficiency.

Besides FormAssembly, what other software do you regularly use? How likely would you be to recommend it to a friend or colleague?

From 29 reviews

Reviewers frequently integrate a range of software solutions into their workflows alongside FormAssembly, with a strong emphasis on ecosystem integration and productivity tools. The Salesforce Ecosystem is by far the most commonly cited, mentioned by 45% of reviewers, indicating its central role in many organizations' operations for various functions. Beyond Salesforce, general productivity suites like Microsoft 365 / Office and Google Workspace are also regularly used, each noted by 10% of reviewers for their essential roles in daily tasks and collaboration. Specialized form builders, cited by 10% of the sample, and document management tools such as Adobe Acrobat, mentioned by 7% of reviewers, round out the frequently mentioned software, suggesting a need for diverse capabilities to manage data, communication, and document workflows. The interconnectedness of these tools often facilitates comprehensive solutions, though specific integration experiences are not detailed in this dataset.

Salesforce Ecosystem

Salesforce CMS, Snowflake, GitHub

Microsoft 365 / Office

Salesforce Agentforce 360 for Nonprofits, Microsoft 365, Mural

Google Workspace / Forms / Drive / Ads

Salesforce CMS, Google Ads, Adobe Acrobat

Describe how you use FormAssembly in your organization. What are the business problems the product addresses and what is the scope of your use case?

From 29 reviews

FormAssembly serves as a highly versatile and essential tool for organizations seeking to digitize and manage a wide array of data collection processes. Reviewers extensively utilize the product for diverse form creation and use cases, including event registrations, donation pages, research data collection, and admissions applications, a primary function cited by 86% of reviewers. A critical aspect of its utility is the seamless integration with Salesforce, highlighted by 52% of users, which enables efficient data transfer and significantly enhances data integrity by reducing manual entry and errors. Beyond its core form-building capabilities, FormAssembly is valued for its ease of use and flexibility, allowing organizations to independently implement and scale solutions while reducing IT workload. The platform's contribution to improving data accuracy and integrity is also frequently noted, with 14% of reviewers appreciating its ability to validate data at the point of entry. Ultimately, FormAssembly addresses business problems related to inefficient paper-based processes and disparate data systems by streamlining workflows and ensuring secure, accurate information flow across the organization.

Form Creation and Use Cases

I design several forms for my college through Formassembly and connect it to Salesforce.

Salesforce Integration

These forms are all connected to Salesforce, using the FormAssembly integration to our organizations Salesforce.

Ease of Use and Flexibility

FormAssembly is a great tool for us because it allows us to have one product to serve multiple needs in our office and institution as a whole.

Please provide some detailed examples of areas where FormAssembly has room for improvement.

From 29 reviews

Reviewers frequently identified several areas where FormAssembly could improve, with the most prominent concerns centering on the usability of its form builder and the responsiveness of customer support. The form builder's interface and customization options were a significant point of feedback, cited by 41% of reviewers, who described it as clunky and limited. Customer support responsiveness also emerged as a key area for improvement, with 21% of reviewers noting slow response times and a need for more technical assistance. Additionally, reviewers highlighted opportunities to enhance the platform's integration capabilities with Salesforce, reported by 17% of users, and to expand reporting and data export functionalities, mentioned by 14% of reviewers. Concerns regarding the complexity of workflows and the general ease of use were also present, each noted by 10% of reviewers.

Form Builder Usability

User interface for workflows is still really complicated and not super intuitive

Customer Support Responsiveness

More technical support from the team is required.

Integration with Salesforce

I really wish the form list was wider! A lot of our forms have similar names and max width of only 800px with no text wrapping makes it difficult to find when searching!

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