Fantastic web form and survey tool that integrates well with Salesforce.
We use FormAssembly to collect information by creating internally and externally facing web forms that integrate with Salesforce. We often …
Overview
What is FormAssembly?
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…
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Popular Features
- Custom logo/branding (10)10.0100%
- Multiple question types (10)10.0100%
- Response tracking (10)10.0100%
- Changes to live survey (9)10.0100%
Reviewer Pros & Cons
Pricing
Basic
Contact Sales
Cloud
Enterprise
Contact sales
Cloud
Government
Contact sales
Cloud
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://www.formassembly.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Features
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is FormAssembly?
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, combined with inbuilt security features, help organizations protect sensitive data and support regulatory compliance.
KEY FEATURES
- Drag-and-drop, customizable form builder
- Salesforce integration allows users to create, update, or lookup any standard or custom Salesforce objects, and prefill forms
- Integration with more than 30 other solutions
- Advanced security features available, including HIPAA, PCI DSS Level 1 Certification, encryption at rest, and others
- FormAssembly Workflow helps customers eliminate inefficient data collection with a visual, no-code workflow builder. Users can map the flow of data to carry out complex processes.
FormAssembly Features
Survey Format & Appearance Features
- Supported: Online surveys
- Supported: Survey templates
- Supported: Survey library
- Supported: Themes
- Supported: Custom logo/branding
- Supported: Single page survey
- Supported: Progression bar
- Supported: Responsive design
Survey Content Features
- Supported: Multimedia content
- Supported: Drag-and-drop editor
- Supported: Changes to live survey
- Supported: Question bank
- Supported: Question design help
- Supported: Multiple question types
- Supported: Matrix questions
- Supported: Translation/multi-lingual
Survey Logic Features
- Supported: Survey logic flexibility
- Supported: Response requirement/validation
- Supported: Skip logic
- Supported: Conditional questions
- Supported: Question branching
- Supported: Piping logic
Survey Reporting & Analytics Features
- Supported: Response tracking
- Supported: Data export
- Supported: Real-time results
- Supported: Standard reports
- Supported: Custom reports
- Supported: Visualizations
Survey Integrations Features
- Supported: CRM Integration
- Supported: E-commerce integration
Survey Automation Features
- Supported: Notifications and alerts
- Supported: Follow-up emails
Survey Distribution Features
- Supported: Email distribution
- Supported: Cross-channel distribution
- Supported: Custom survey URLs
- Supported: Embeddable surveys
- Supported: 360 Degree feedback
- Supported: Anonymous responses
- Supported: Unlimited questions per survey
- Supported: Unlimited responses per survey
- Supported: Respondent restrictions
Survey Administration & Security Features
- Supported: Multiple users
- Supported: Access controls
- Supported: Compliance
FormAssembly Screenshots
FormAssembly Video
Simple online form builder.
FormAssembly Integrations
- Salesforce CMS
- Salesforce Marketing Cloud Interaction Studio, on marketing cloud
- WordPress
- TaskRay
- GoTo Webinar
- AWeber
- Mailchimp
- Authorize.net
- PayPal Payments Pro
- iATS Payments
- Stripe Payments
- Visa Acceptance Solutions (CyberSource)
- Chargent
- FreshBooks
- Drupal
- Salesforce Marketing Cloud
- Google Drive
- Salesforce Experience Cloud
- Microsoft 365
FormAssembly Competitors
FormAssembly Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Security |
FormAssembly Downloadables
Frequently Asked Questions
Reviewers rate Custom logo/branding and Changes to live survey and Question design help highest, with a score of 10.
The most common users of FormAssembly are from Small Businesses (1-50 employees).
Comparisons
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
FormAssembly is a versatile form builder app that is highly regarded by users for its ability to solve various business needs. Sales teams rely on FormAssembly to capture preliminary leads and detailed customer data, streamlining their sales process. The software's flexibility and ease of implementation make it an essential tool for businesses, allowing for quick updates to existing client records as well as the creation of ongoing surveys and questionnaires.
One of the standout features of FormAssembly is its seamless integration with Salesforce. Users have praised the integration for its conditional sending of values and effective mapping, which greatly enhances their sales efforts. It has become the go-to solution for all forms that feed into Salesforce, ensuring accurate capture of client information with fewer clicks. Furthermore, Information Systems teams find that FormAssembly enables them to rapidly deploy forms for data capture needs, providing a nimble solution for data management across multiple organizations.
FormAssembly is not limited to sales purposes alone. It is widely used across organizations for surveying, web-to-lead processes, and registration processes. The software's advanced functionality, such as repeating rows, conditional values, and calculations, allows users to create complex forms and applications without extensive coding knowledge. For instance, payment forms can be easily built using Authorize.net connectors, making online donation platforms possible.
Additionally, FormAssembly finds application in sectors such as education and marketing. Educational institutions use it to collect information from student beneficiaries and manage online donation platforms effectively. Within Salesforce, FormAssembly is integrated into applications like TargetX, facilitating event creation and bridging data gaps.
Overall, FormAssembly provides a powerful solution for capturing data accurately and efficiently. Its integration with Salesforce and user-friendly interface make it a valuable asset in various use cases across industries.
SalesForce integration: Many users have praised the SalesForce integration, with some stating that it is robust and versatile. Users appreciate the ability to map specific fields with form values and utilize detailed formulas. The option to bypass assignment rules on a per-form basis and create customized logic for various actions such as creating cases or leads has also been highly valued by reviewers.
Simplicity of form creation process: Reviewers frequently mention the simplicity and intuitiveness of the form creation process. Over the years, the platform has improved its drag and drop interface, making it quick and easy to edit forms. The ability to assign values to fields simplifies conditional form building, which has been well received by users. Overall, reviewers find the form builder to be very well done and easy to use.
Customization options for viewing responses: Many users appreciate the customization options available for viewing responses. They highlight that it is possible to choose which columns show up in the response window, making it easy to find records at a glance. Additionally, they like the option to quickly download all responses to Excel for efficient management and organization of form data.
Theme Builder Lacking: Some users have found the Theme builder to be lacking and not as smooth as the rest of the form builder, impacting their ability to create visually appealing forms. They have expressed a desire for a more intuitive and user-friendly interface for theme customization.
Limited Customization of Save/Resume Functionality: Users have mentioned limitations in customization options for the Save/Resume functionality, which may restrict their ability to tailor it to their specific needs. They would like more flexibility in customizing the save and resume features to align with their organization's branding and requirements.
Difficulties with Form Styling: Users have expressed that form styling needs improvement in order to make forms look slicker and more modern. They suggest that enhancing the customization options for form styling would allow them to create visually attractive forms that match their brand identity.
Based on user reviews, the common recommendations for using FormAssembly are as follows:
- Conduct due diligence and map out all business use cases and workflow processes before using FormAssembly.
- Consider the enterprise option and join the VIP program for larger companies with multiple teams.
- Utilize the trial version of FormAssembly and use the tool directly through their site instead of within Salesforce.
- Use FormAssembly for collecting information from customers and integrating it into a website.
- For more complex applications, creative solutioning may be required.
- Explore the customization and code features of FormAssembly for advanced functionality.
- Get a detailed overview of FormAssembly's functionality and manage content effectively.
- Start with a free trial of FormAssembly and reach out to support for assistance.
- Consider FormAssembly for integrating Salesforce with a forms system and customizing data exchange.
- Choose the right pricing tier for individual needs and have a robust IT department for training.
- Utilize FormAssembly for its robust form-building capabilities and integration with different software.
- Centralize form creation for consistency and correct data writes.
- Learn CSS and connectors for better-looking forms in FormAssembly.
- Save work often and take time to fully understand the possibilities of FormAssembly.
- Use FormAssembly for integrating Salesforce and designing easy-to-use forms.
- Utilize the helpful documentation and sign up for a trial of FormAssembly.
- Have an administrator who has adequate time to learn and utilize FormAssembly to its fullest extent.
- Understand how Salesforce objects are related for customized workflows.
Overall, users find FormAssembly valuable in a wide range of use cases, consider it cost-effective, recommend it for integrating with Salesforce, and suggest exploring customization options to maximize its functionality.
Attribute Ratings
Reviews
(1-13 of 13)Companies can't remove reviews or game the system. Here's why
We use FormAssembly to collect information by creating internally and externally facing web forms that integrate with Salesforce. We often used prefilled parameterized links to customize the form to the individual. The use cases include registration forms, application forms, "contact us" forms, among others. The integration with Salesforce allows us to read and write data to and from Salesforce.
November 06, 2018
Robust Form builder
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.
June 20, 2018
The Best Form Solution for Salesforce
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.
February 07, 2018
FormAssembly Helps Our University
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.
December 05, 2017
Salesforce integration heavyweight
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.
December 05, 2017
FormAssembly - king of SalesForce integrations!
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.
November 29, 2017
Best Salesforce integration out there
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.
November 29, 2017
A Versatile Survey Product
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.
November 29, 2017
Great product for quick build forms
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.
September 15, 2016
FormAssembly - The More Complex the Form, the Better!
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.
August 19, 2015
FormAssembly: Powerful Web Forms at very Reasonable Pricing
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.
February 04, 2015
FormAssembly saves TIME!
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.
August 28, 2014
FormAssembly Enterprise Review
Score 6 out of 10
Vetted Review
Verified User
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.