FormAssembly - king of SalesForce integrations!
December 05, 2017
FormAssembly - king of SalesForce integrations!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with FormAssembly
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.
- We used to use Joomla built-in forms on our site... oh wow, what an upgrade. FormAssembly is miles ahead. We've saved so much time - we get better, cleaner responses and our users don't have to waste time.
- Updating our existing client records using FormAssembly is a godsend. It's super easy to direct our clients to the proper places.
- We get creative, sometimes. We've built in a feature for our Excel reports that automatically pushes a response through FormAssembly, into SalesForce - so that when salespeople complete an Excel report, then can quickly/easily update SalesForce without logging into anything. Thanks for the workaround, FormAssembly!
We considered a few others - Jot, conga, etc. We landed on FormAssembly mainly for the SalesForce integration. It's just so clean, and you get SO MANY options. The way that you can automatically create cases/leads (and do so conditionally) was huge for our support team. We've saved so much time by just creating some solid rules that our organization can depend on, and FormAssembly/SalesForce take care of the rest.