FormAssembly Essentials

What do you like best about the product?

connecting to Salesforce, somewhat easy to use, customizable

What do you dislike about the product?

when wanting to customize, it can get complicated. but the support help is great

What problems is the product solving and how is that benefiting you?

sending immediate information to the CRM

What do you like best about the product?

Paying for users vs # of responses is SO helpful for a not-for-profit, especially when sometimes it's very difficult to predict how many responses a form will get. The Salesforce connector is SO robust - we have a very customized SF instance, so this is an important feature for us. As the connector has gotten more development and more features, it just keeps getting better. The quarterly webinars outlining new features are incredibly helpful to see what is being developed and released, as well as getting ideas for further efficiencies and broadening our use cases.

What do you dislike about the product?

The customer support is good, I would love to see the chat feature enabled for a more instant response. The documentation is good, however I'd love to see more updates with the new features and consistency in the support library, and perhaps some easier navigation.

What problems is the product solving and how is that benefiting you?

We use FormAssembly for a large spectrum of use cases - including registration forms that integrate with Salesforce, internal employee surveys, and even simplifying Salesforce data entry

What do you like best about the product?

I use FormAssembly for all of our online forms, and it plays a crucial role in generating leads and onboarding applicants into our training program. I appreciate how scalable it is and how it allows me to solve most problems after years of use, even though sometimes compromises must be made. Usually, there's a solution to be found if a form is needed. I find the multi-signature forms very useful; setting them up to first be signed by one party and then by another, in combination with Salesforce flow, really streamlines the process. It amazes people who previously did this manually, saving an incredible amount of time. The integration with Salesforce is especially valuable to me. The connectors are super powerful, allowing us to look up and update different objects based on criteria inputted in the form. It's just a massive time saver.

What do you dislike about the product?

I'm always a little bit dubious about the quite frequent downtime and messages we get about problems with connectivity, which is quite worrying when we rely on it so heavily. There was a time where emails weren't being received, and reports of an issue often happen after the fact, making it difficult to know whether we've been affected or not. It leaves us feeling a bit in the dark about how it has affected us as an organization.

What problems is the product solving and how is that benefiting you?

FormAssembly streamlines lead generation, onboarding, and surveys with around 60 forms saving time. Its integration with Salesforce for multi-signature forms automates processes, and its connectors look up and update objects based on form inputs, which is super powerful.

What do you like best about the product?

I like the look of it, how easy it is to use, and the Salesforce integration.

What do you dislike about the product?

I don’t really see where the AI is taking place here. Maybe it could let you create a form using AI, and then make changes to existing forms as needed.

What problems is the product solving and how is that benefiting you?

easy way to craete form so we can insert/update recrods in salesfroce, outside of the org without the need of user login.

What do you like best about the product?

Formassembly is easy to create forms and fields needed. The connections are easily customizable to what I need

What do you dislike about the product?

Some of the workflows have limitations that I wish it didn’t.

What problems is the product solving and how is that benefiting you?

Even registrations, request forms, application forms, checkin forms. All of these make our processes easier and quicker along with being user friendly to end users and customers

What do you like best about the product?

Ease of use to deign a quick form. The integration to Salesforce is a huge benefit.

What do you dislike about the product?

I wish we had the budget for a higher level of users.

What problems is the product solving and how is that benefiting you?

We can integrate easily with Salesforce CRM.

What do you like best about the product?

Our account representative is extremely helpful and they are always working to improve and expand their offerings

What do you dislike about the product?

There are more limitations to the functionality than I would prefer and many things that see like they are 'basic' functions are an added cost.

What problems is the product solving and how is that benefiting you?

They are helping us make accessible forms that work for all of our audiences and are easily embedded in locations convenient to them

What do you like best about the product?

I like that FormAssembly is its flexibke and seamlessly integrates into Salesforce. We use it for everything from event registration to complex admissions workflows, and the conditional logic and workflow features allow us to automate processes that would otherwise require a lot of manual effort. The form builder is easy to use, making it simple to build and update forms as our business needs change.

What do you dislike about the product?

Managing large workflows can become cumbersome, especially when there are many conditional rules. I would also like to see more detailed error messages to make troubleshooting easier. While the platform is powerful, there are a few administrative tasks that could be more intuitive and streamlined.

What problems is the product solving and how is that benefiting you?

FormAssembly helps us automate admissions and recruitment processes while ensuring data flows directly into Salesforce. It has reduced manual data entry, improved data accuracy, and allowed us to quickly build forms and workflows to support changing business needs. This has saved our team time and created a better experience for prospective students and staff.

What do you like best about the product?

I like that it's easy for end users to build forms.

What do you dislike about the product?

I dislike some of the inconsistent connector behavior that I have created tickets about recently. See case #00432639 for the open FormAssembly bugs that are causing us issues.

What problems is the product solving and how is that benefiting you?

Allowing non-technical users to create donor-facing forms, which are handed off to technical users for integrations to CRM.

What do you like best about the product?

The seamless connection to salesforce is what drew us to Form Assembly

What do you dislike about the product?

If I had to pick one thing, I would say the cost can be prohibitive

What problems is the product solving and how is that benefiting you?

Seamless data collection and integration into Salesforce