Excellent Tool for Forms and Workflows
October 06, 2025

Excellent Tool for Forms and Workflows

James Whittemore | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with FormAssembly

Our main use of FormAssembly is for our lead form, which we put on our website landing pages and share with our lead vendor. This allows us to have one main front door into our Salesforce org. We also have an internal lead form that our staff use to fill out when speaking to leads on the phone. There are a few other forms and workflows in our organization that I'm excited to eventually move into FormAssembly. This will make the processes easier for both our staff and customers, and improve data integrity as we can connect the forms to Salesforce.

Pros

  • Easy basic form-building
  • Easy integration (Salesforce)
  • Helpful knowledge base

Cons

  • The option for an occasional call and screenshare would be nice.
  • Administration and setup (user management, granting access, etc.) could be simpler
  • While a basic form is easy to build, I wish customization (text, size, placement, etc.) were easier without knowing CSS.
  • It would be helpful to be able to subscribe to reports - that is, instead of manually downloading a CSV each week, receiving an email with the list of responses specified.
  • Our lead form built with FormAssembly has had immeasurable impact on our business as this is our main front door to our CRM. The majority of our leads come through this way.
Please see areas of strength and imporvement.

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?

Yes

Did implementation of FormAssembly go as expected?

I wasn't involved with the implementation phase

Would you buy FormAssembly again?

Yes

FormAssembly has worked very well for our organization and has met our needs so far. It seems to be one of the top choices for organizations that use Salesforce as their CRM. I would give it a 9 and not a 10 only because I don't know the competition and because of the areas of improvement that I listed previously.

FormAssembly Feature Ratings

Survey templates
Not Rated
Themes
7
Custom logo/branding
Not Rated
Changes to live survey
Not Rated
Question design help
Not Rated
Multiple question types
8
Survey logic flexibility
8
Response tracking
9
Data export
8
Standard reports
Not Rated
Custom reports
Not Rated
Respondent restrictions
Not Rated
Access controls
Not Rated
Compliance
Not Rated

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