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
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- WYSIWYG editor does not require coding, although custom code is supported.
- Two-way integration with Salesforce is very strong.
- The service is stable and reliable.
- Long forms and connectors can take a long time to load in the editor. Is there a way to improve this?
- Dynamic picklists have to be recreated if a form is cloned. It would be better if they copied over to the new form.
- It would be helpful to have hover tooltips to explain what each item in the left-side navigation menu does. Publishing, Connectors, Notifications, etc.
November 06, 2018
Robust Form builder
- 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
The Best Form Solution for Salesforce
- Integration with Salesforce
- Dependencies and complex forms
- Prefilling forms and displaying data.
- The price is a bit higher than other options.
February 07, 2018
FormAssembly Helps Our University
- 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
December 05, 2017
Salesforce integration heavyweight
- 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
FormAssembly - king of SalesForce integrations!
- 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.
November 29, 2017
Best Salesforce integration out there
- 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
November 29, 2017
A Versatile Survey Product
- 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
Great product for quick build forms
- 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
September 15, 2016
FormAssembly - The More Complex the Form, the Better!
- 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: Powerful Web Forms at very Reasonable Pricing
- 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.
February 04, 2015
FormAssembly saves TIME!
- 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.
August 28, 2014
FormAssembly Enterprise Review
Score 6 out of 10
Vetted Review
Verified User
- 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.