FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Great tool for easy form building with intuitive salesforce integration
What do you like best about the product?
Its salesforce integration is intuitive and easy to set up for non-technical users to manage.
What do you dislike about the product?
Some limitation exist in workflow, including the inability to access easily created or updated records from previous steps.
What problems is the product solving and how is that benefiting you?
Building intake forms, surveys and loan applications. Pushing data into salesforce as create and upserts.
FormAssembly was born in Salesforce
What do you like best about the product?
Technical capabilities, specially about the Salesforce connector.
What do you dislike about the product?
The actual form builder interface could be more user friendly and have more design options.
What problems is the product solving and how is that benefiting you?
Unifying processes and filling the gap between automation systems.
FormAssembly is the BEST!
What do you like best about the product?
FormAssembly makes it easy to move data into Salesforce, no matter how complex the data. Their team is also super responsive when you have questions, issues or just need to learn more.
What do you dislike about the product?
The only downside I can think of is that it's a bit pricey. Because I'm a FormAssembly partner, I'm able to direct the nonprofits I work with to all the discounts that are available, though, so we end up with exactly the tool we need at a price my nonprofits can afford.
What problems is the product solving and how is that benefiting you?
Getting data from their constituents, creating registration forms for events and conferences, and learning more about who their audience is-- my nonprofit clients just can't find another tool that does it all, with ease.
FormAssembly integrated with Salesforce is an essential tool for us
What do you like best about the product?
The ability to get data into Salesforce while eliminating duplicates and setting up multiple standard and custom objects.
I would say it is moderate to easy to use.
Customer service is excellent
I would say it is moderate to easy to use.
Customer service is excellent
What do you dislike about the product?
It is slow to add every field and connection in the Salesforce connector.
Also, the only way to have forms in multiple languages is to have multiple forms
Also, the only way to have forms in multiple languages is to have multiple forms
What problems is the product solving and how is that benefiting you?
Student Enrollment, Seasonal Applications, Surveys, Assesments, duplicate elimination
Non-Profit Integration Into Salesforce
What do you like best about the product?
We have been able to collect different types of information (surveys, invitations, interest) and automate their input into Salesforce for tracking and analysis. It has helped us streamline many of our processes and ensured we're maintaining a single source of truth in one database rather than taking time to upload data on a regular basis.
What do you dislike about the product?
There's a steep learning curve in creating connections. Making a small mistake at the onset can cost hours of redoing work.
There doesn't to be a way to be notified of errors in the connection - so you have to manually look through logs to resolve. You can't clear the log so you end up going through to see if you previously cleared the error.
There doesn't to be a way to be notified of errors in the connection - so you have to manually look through logs to resolve. You can't clear the log so you end up going through to see if you previously cleared the error.
What problems is the product solving and how is that benefiting you?
FormAssembly allows us to collect various types of information and integrate the information directly into Salesforce. This allows more time for analysis and less time manually shifting data.
Form Assembly - no clicks - no code - pretty powerful!
What do you like best about the product?
Flexibility in updating information from Form Assembly to Salesforce. Also used form handlers for Pardot which was super helpful.
What do you dislike about the product?
Some conditions in the pre-fill don't work. The repeatable sections need to do more than just repeat
What problems is the product solving and how is that benefiting you?
Create forms easily and don't have to configure them to be mobile friendly.
Love it! Especially if you're integrating with Salesforce
What do you like best about the product?
- Form design flexibility
- Salesforce integration is THE BEST around
- Form pre-fill capabilities
- Heavy backend customization where we need it most
- Not restricted with as many limits as other form tools
- Workflow! Seriously, amazing feature. Sometimes I don't even need it because your out of the box connectors are complex and fit the need
- Customer support is timely and great to work with
- Admin support docs - perfect. I've never worked with a tool that had resources as organized as FormAssembly
- Salesforce integration is THE BEST around
- Form pre-fill capabilities
- Heavy backend customization where we need it most
- Not restricted with as many limits as other form tools
- Workflow! Seriously, amazing feature. Sometimes I don't even need it because your out of the box connectors are complex and fit the need
- Customer support is timely and great to work with
- Admin support docs - perfect. I've never worked with a tool that had resources as organized as FormAssembly
What do you dislike about the product?
- Lack of Outlook 365 integration (you have Google, but sending results to a 365 sheet would be AMAZING)
- The weirdness of requiring sharing forms/templates to other admins in the tool
- I can't save as a draft. Or at least I haven't figured that out without cloning a form. Would be nice when testing a major change to a form if I could test it before it would impact the live form
- The weirdness of requiring sharing forms/templates to other admins in the tool
- I can't save as a draft. Or at least I haven't figured that out without cloning a form. Would be nice when testing a major change to a form if I could test it before it would impact the live form
What problems is the product solving and how is that benefiting you?
1. A form builder that connects and works directly with SFDC but is available to non-SFDC users and can be used externally wherever we need it
2. Customized dynamic form capabilities for our clients utilizing SFDC data to determine what should be asked creating a seamless experience for all
2. Customized dynamic form capabilities for our clients utilizing SFDC data to determine what should be asked creating a seamless experience for all
Versatile Applications for all Nonprofits
What do you like best about the product?
I like that we can use it for multiple aspects/facets of our nonprofit's services. From helping teachers to book field trips to getting usage data for our Culture Pass program, we use FormAssembly for it all!
What do you dislike about the product?
I wish it had a built-in connector to Salesforce and other CRMS which would make a lot of our work easier when trying to collate data into our database.
What problems is the product solving and how is that benefiting you?
Capturing data consistently in an easy-to-read and easy-to-use format.
Form Assembly made easy
What do you like best about the product?
It's a fantastic experience working with Form Assembly forms. I can create simple and user-friendly forms for my clients. Conditional field options help me create one form instead of two forms for the client.
What do you dislike about the product?
I like all about Form Assembly. Great experience with FA
What problems is the product solving and how is that benefiting you?
Intake forms for client
It does a decent job of building forms
What do you like best about the product?
Easy integration with Salesforce, allows for conditional questions
What do you dislike about the product?
There are few key areas that could use improvement in terms of UX.
What problems is the product solving and how is that benefiting you?
Helps us create no-frills subscription forms and integrates with our CDP - Saleforce CRM.
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