FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Easy to Use and great functionality
What do you like best about the product?
I like the integration with Salesforce which allow us to update fields in every object as well as create new records based on different conditions.
What do you dislike about the product?
I don't like that when you add new content to the form, the new content always goes to the bottom of the page.
What problems is the product solving and how is that benefiting you?
FormAssembly allows us to expand our salesforce platform for those who have a limited license. Throughout the connectors, users can create opportunities and products in a simple and effective way.
Supercharge Salesforce effortlessly collecting and integrating form submissions
What do you like best about the product?
The upsides of using Form Assembly is easily the degree to which you can customize how form data gets populated in Salesforce. There are few non-programming options available within Salesforce to collect external information. And even those options such as Web to Lead doesn't allow you anywhere close to the customizability you get from Form Assembly. That in and of itself is worth the price of admission for many organizations. But Form Assembly doesn't stop there. Not only can you collect data and store in Salesforce in limitless ways but you can also incorporate other services as well within the same process. For example, collecting an online donation via a webform, having Stripe collect the funds and seeing that donation entered into Salesforce all without a line of code being required.
What do you dislike about the product?
I really haven't had any huge problems as the experience has overwhelmingly been positive for me. The issue that I encountered a few years back was creating forms that collect donations and being flagged by the algorithm as requiring review. Its been a couple of years since that has happened so perhaps it has been fixed or improved.
What problems is the product solving and how is that benefiting you?
FormAssembly makes collecting information via the web and integrating it with Salesforce and other 3rd party services a cinch. Without a service like this, you would need to program the solutions which take a far greater amount of time and/or expense for an organization that doesn't have development resources. Even being a developer I recommend using FormAssembly as it saves so much time and works reliably.
Best form tool I've used - great Salesforce integration
What do you like best about the product?
The Salesforce prefill and Submission connectors allow for a sophisticated Salesforce administrator to do magical things with forms. I've set up single forms that serve multiple business processes and save our staff SO MUCH data entry, back and forth communications, and prevent data entry errors.
What do you dislike about the product?
There are still a few features that you need to do a little creative problem-solving to make the most of. For example, in order to send a PDF to the person who completes the form, I had to do a workaround that is meant to send a PDF to our internal users. FormAssembly told me how to do this, so I'm not sure why they haven't built this feature into the options for the auto-responder.
What problems is the product solving and how is that benefiting you?
The staff in my organization asked for a "Portal" that would enable our volunteers to have a window into their current status and the steps they need to complete to be fully cleared to volunteer. They thought it was a "pie in the sky" request, but FormAssembly's prefill connector essentially made this possible.
Very, very powerful solution for direct-to-Salesforce connection
What do you like best about the product?
I like that there are quite a few different integrations and the drag-and-drop format for form building is nice and simple. It is a very powerful solution for getting data directly into salesforce whether that's contacts, leads, or campaigns, I've had pretty good success and reliability in the solution.
What do you dislike about the product?
I would say the support line can be difficult. It is chat-only. I am a hands-on learner and wish I could call someone when I get stuck. I would also say that if you are using for Salesforce integrations, you need to have a really good understanding of logic rules and Salesforce principles about leads/contacts.
What problems is the product solving and how is that benefiting you?
It saves our sales team plenty of time when the information is directly imported into salesforce for demo requests.
Great and easy to use!
What do you like best about the product?
It is simple to use and mapping to Salesforce works really well
What do you dislike about the product?
It would be great if you could upload CSV forms
What problems is the product solving and how is that benefiting you?
Workflows and data loading into Salesforce
FormAssembly is a great tool for internal and external form needs
What do you like best about the product?
The user-friendly functionality and depth of documentation resources are amazing.I wish
What do you dislike about the product?
I wish there was a way to better folder and organize all of my forms above and beyond tags.
What problems is the product solving and how is that benefiting you?
It allows us to easily capture prospect information and solve internal process problems using a easy to design form solution.
Handles our custom application needs while offering great formatting options!
What do you like best about the product?
I most like the appealing formatting capabilities and brand customization. I also like how well it works with salesforce to send over information. I also like how easy some parts are to use.
What do you dislike about the product?
I dislike the lack of automation options available and the limited amount of integrations with various platforms like airtable. I also dislike that I can't end a form response immediately if someone chooses a particular survey answer choice. I also wish I could do more with font changes
What problems is the product solving and how is that benefiting you?
It's solving the need for a dynamic form to gather information and give important information. I am able to gather all of the info I need and make sure my volunteers have all that they need to know before submitting the form.
Powerful Form Builder Tool with Native Salesforce.com Integration
What do you like best about the product?
Utilizing the form builder is straightforward. The dynamic picklist options with the salesforce integration are excellent-- whether linking directly to a salesforce picklist so that the values only need to be maintained in sfdc, or using filtered lookups to return subsets of records from the specified object-- the flexibility here is great.
What do you dislike about the product?
This isn't a dislike, per se, but there's a bit of a learning curve for properly nesting Connector Steps and duplicating for multiple levels of lookups, i.e. a lookup with very fine criteria, followed by a more broad set of criteria.
What problems is the product solving and how is that benefiting you?
Consistent. efficient data entry & collection.
Great tool for Salesforce Admins!
What do you like best about the product?
I love how easy they make it to learn the platform. They even have their own Academy where you can do modules to earn badges, and get certified in the Platform. The Salesforce and Stripe connectors are awesome!
What do you dislike about the product?
Just that sometimes it takes a while to get an answer from support if I get stuck. It doesn't take that long, but when I get pressure from my boss to finish something it can be mildly frustrating to have to wait for support. Once I get help though it's amazing, and the reference articles are very thorough.
What problems is the product solving and how is that benefiting you?
Form Assembly provides an easy way for us to have custom forms on our site and take payments and get all of the information seamlessly into Saleforce so we can reference it later.
Great form solution!
What do you like best about the product?
FormAssembly has enabled our institution to create and connect forms to multiple Salesforce orgs as well as Google forms.
What do you dislike about the product?
While the company is working to create customer-recommended solutions, one function that would be helpful for our team is a better way to organize our forms.
What problems is the product solving and how is that benefiting you?
FormAssembly benefits our team by enabling us to focus on target audiences utilizing single-sign on functions, community sign-in functions, and guest user functions.
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