Fantastic web form and survey tool that integrates well with Salesforce.
January 02, 2024

Fantastic web form and survey tool that integrates well with Salesforce.

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with FormAssembly

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.
  • 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.
  • FormAssembly allows us to quickly deploy surveys and solicit timely feedback.
  • For example, we use it to survey and gauge interest from our waitlisted students, which helps us with predictive modeling.
  • It allows us to be nimble and self-sufficient. We can deploy forms without needing a developer or IT.

Do you think FormAssembly delivers good value for the price?

Yes

Are you happy with FormAssembly's feature set?

Yes

Did FormAssembly live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of FormAssembly go as expected?

I wasn't involved with the implementation phase

Would you buy FormAssembly again?

Yes

FormAssembly is an excellent tool for creating personalized web forms that integrate with Salesforce. It is a very powerful tool and although it is user-friendly, there is a learning curve. It would be less suited for very simple forms that do not integrate with other systems, as there are probably simpler tools available for that purpose.

FormAssembly Feature Ratings

Survey templates
Not Rated
Themes
Not Rated
Custom logo/branding
10
Changes to live survey
10
Question design help
10
Multiple question types
10
Survey logic flexibility
10
Response tracking
10
Data export
10
Standard reports
10
Custom reports
10
Respondent restrictions
Not Rated
Access controls
Not Rated
Compliance
10