About FormAssembly
FormAssembly is a form building software from FormAssembly that helps create secure online forms. It provides a drag-and-drop form builder, Salesforce integration, and workflow automation so organizations can efficiently collect and manage data. Users can easily send data to Salesforce and automate related processes, allowing for efficient data collection and management. Additionally, the platform includes an AI assistant named Fai, improving user use in managing forms and data. Key capabilities: drag-and-drop form builder Salesforce integration workflow automation AI assistance secure data collection Best for: Salesforce Admins and Marketing professionals in Higher Education, Nonprofit, Healthcare, Financial Services, and Government that need effective online form solutions.
FormAssembly is a powerful form builder that goes beyond the basic idea of creating online forms. It is designed as a complete data collection platform, making it especially valuable for organizations that need to digitize processes, automate workflows, and ensure compliance with strict regulations. Unlike many other generic form builders, FormAssembly stands out with its deep integration with Salesforce, which allows for more than just simple data capture. Users can prefill forms with Salesforce data, create dynamic picklists, and automatically update or create multiple related records. This bi-directional data flow not only saves time but also reduces the likelihood of errors, which is critical for businesses and institutions that rely heavily on accurate data. Alongside Salesforce, it integrates with other tools like HubSpot, Google Sheets, Stripe, and PayPal, as well as offering APIs and webhook connectors that make it flexible enough to fit into nearly any business environment. One of its strongest qualities is the user experience. The drag-and-drop interface makes it easy for anyone, regardless of technical skill, to build and customize forms.
Pros & Cons
- +Prefills forms with relevant user data
- +Customizable forms for precise data collection
- +Seamless data transfer to Salesforce
- +Enables applicant review and scoring within forms
- +Scoring data integrates with Salesforce dashboards
- +Simplifies project management and participant tracking
- −No auto-save feature for form users
- −Exporting results involves too many steps
- −Missing necessary features and limited customization options
- −UI/UX could be smoother for form organization
- −Learning curve for advanced features
- −Data export/import process is cumbersome
Features
Key features
- File to Web Form
- A unique feature that instantly turns existing files into powerful web forms.
- Seamless Salesforce Integration
- It is specifically designed for Salesforce users, allowing for prefilling forms with Salesforce data and creating dynamic picklists.
- No-Code Form Builder
- The intuitive, drag-and-drop builder enables users of all skill levels to create custom web forms without code.
- Best-in-Class Security & Compliance
- The platform is built on AWS and offers compliance with standards like HIPAA, GDPR, and PCI DSS.
- Unlimited Form Submission
- The service does not have form or overage limits, which is a key selling point.
- Workflow Automation
- It automates processes and approvals by seamlessly integrating with other business applications.
Additional features
- File to Web Form
- Instantly digitizes files into powerful web forms.
- No-Code Drag-and-Drop Builder
- An intuitive tool that lets users create custom, branded web forms.
- Pre-built Templates
- Offers templates for quick creation of applications, surveys, and registration forms.
- Salesforce Integration
- Integrates with Salesforce for prefilling data and creating dynamic picklists.
- HubSpot Connector
- A new connector for creating smart experiences and secure data flow with HubSpot.
- Integrations with Other Apps
- Seamlessly integrates with Google, Microsoft, Stripe, and other business-critical apps.
- Workflow Automation
- Automates processes and approvals to improve efficiency.
- Best-in-Class Security
- Provides robust security and data privacy.
- Compliance
- The platform is compliant with HIPAA, GDPR, and PCI DSS.
- Unlimited Forms
- There are no limits or overage charges for forms.
- Secure Data Handling
- Handles sensitive data in a secure and compliant manner.
- Audit Trails
- Provides audit trails for data handling, especially for financial services.
- Dynamic Picklists
- Creates dynamic picklists using Salesforce data.
- Payment Processing
- Processes payments securely, likely via integrations like Stripe.
- Document Generation
- The platform has capabilities to generate documents.
- E-Signature Collection
- Collects electronic signatures.
- Survey Creation
- Users can create surveys.
- Reporting
- The platform likely provides reporting on form performance, as mentioned in the "From Drop-Off to Conversion" report.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About FormAssembly
FormAssembly is a form building software from FormAssembly that helps create secure online forms. It provides a drag-and-drop form builder, Salesforce integration, and workflow automation so organizations can efficiently collect and manage data. Users can easily send data to Salesforce and automate related processes, allowing for efficient data collection and management. Additionally, the platform includes an AI assistant named Fai, improving user use in managing forms and data. Key capabilities: drag-and-drop form builder Salesforce integration workflow automation AI assistance secure data collection Best for: Salesforce Admins and Marketing professionals in Higher Education, Nonprofit, Healthcare, Financial Services, and Government that need effective online form solutions.
FormAssembly Details
FormAssembly's In-App Market Place
Does FormAssembly have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
No
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD (CA$), AUD (A$), JPY (¥), CNY (¥), INR (₹), BRL (R$), MXN (Mex$)
Pros & Cons
- Prefills forms with relevant user data
- Customizable forms for precise data collection
- Seamless data transfer to Salesforce
- Enables applicant review and scoring within forms
- Scoring data integrates with Salesforce dashboards
- Simplifies project management and participant tracking
- No auto-save feature for form users
- Exporting results involves too many steps
- Missing necessary features and limited customization options
- UI/UX could be smoother for form organization
- Learning curve for advanced features
- Data export/import process is cumbersome
FormAssembly's Support Options
Contact
+1 (844) 293-2367FormAssembly's Alternatives
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