FormAssembly Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I like how well FormAssembly works with the other things we use at work, especially how simply it integrates with Salesforce and does what we need. I also like that it integrates with our WordPress pages. The front-facing UI is clean and neat, and I find it intuitive and customizable, so I can make forms look the way I want. Making forms and connecting them back to Salesforce are both simple. It’s good for collaborating with my communications team, and the support from FormAssembly has been really good when needed. Other than some initial trouble connecting to Salesforce, setup was pretty easy. Review collected by and hosted on G2.com.

The back end can be a little bit complicated, and we had some initial trouble getting it connected to Salesforce. Occasionally, I run into a small limitation, like not being able to limit the number of checkboxes. The connector back to Salesforce can also be a little slow sometimes. I’m not sure if that’s a Salesforce or FormAssembly issue, and it’s pretty minor. Review collected by and hosted on G2.com.

What I like best about FormAssembly is its flexibility and customization options. I can build forms for different business needs, use conditional logic to show relevant questions based on user responses, and validate inputs to help ensure data accuracy. I also appreciate its integration capabilities with other systems, which help streamline workflows and reduce manual data entry. Overall, it is a reliable and versatile tool that makes it easier to manage form submissions and support our business processes. Review collected by and hosted on G2.com.

Some advanced features can take time to configure, and troubleshooting complex integrations or conditional logic can sometimes be challenging. I would also appreciate more flexibility and clearer guidance when setting up advanced customizations. Overall, FormAssembly is a useful tool, but improvements in documentation and troubleshooting support would make the experience even better. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What I like best about FormAssembly is its versatility. I regularly find myself turning to it to solve a wide range of business needs, from building forms and surveys to creating more complex workflows that help streamline internal processes and improve how information is collected and shared.

The Salesforce connector has been especially valuable because it allows us to send data directly into Salesforce, reducing duplicate entry and helping ensure our records stay accurate and up to date. The Google Sheets connector has also been a game changer when we need to share real-time submission data with other teams without creating additional manual reporting work.

Overall, FormAssembly has helped us automate processes that would otherwise require multiple tools, spreadsheets, and manual handoffs. It gives us the flexibility to build solutions quickly while still supporting more advanced integrations and conditional workflows as our needs evolve. Review collected by and hosted on G2.com.

What I dislike most about FormAssembly is the difficulty of getting timely, hands-on support when an issue requires help from a real person. The help articles and self-service resources are useful, but there are times when troubleshooting a complex form, connector, or workflow requires direct assistance.

Because phone support is not available, live agents are rarely accessible, and email responses can sometimes take several days, resolving urgent issues can be slower than it should be. A more reliable live chat option or faster response times for support requests would significantly improve the overall customer experience. Review collected by and hosted on G2.com.

Form Assembly is incredibly intuitive on the form building side. You can see exactly what your audience will see as you build it. The connectivity between forms and our software platform has increased efficiency across our organization significantly and decreased the need for tedious, manual data-entry tasks. Review collected by and hosted on G2.com.

The only possible negative is that learning how to use the pre-fill and post-survey connectors can be challenging. That said, there are numerous templates that can help with this, along with support tutorials and regular office hours offered by customer service. An AI chat bot is also available to support with error codes or general issues. Review collected by and hosted on G2.com.

Ease of use for our developers to stand up projects quickly, the tool allows us to build forms quickly without starting from scratch. Customer service with support has been good as well when the team has questions. Review collected by and hosted on G2.com.

Nothing to dislike about it, it's a great tool, Review collected by and hosted on G2.com.

Form Assembly was easy to install, set-up and use. We were able to connect to our Salesforce instance easily and started building forms immediately. Very user friendly while building forms and the options for question types, conditional visibility, and response types were exactly what we needed. Review collected by and hosted on G2.com.

Not many things to dislike about form assembly. The more branching logic you employed, the more tricky the user interface for form managers would become. Review collected by and hosted on G2.com.

Overall formassembly is a great product to be able produce and maintain forms for salesforce environments. You can customize the look and feel of the forms to your organizations needs. Review collected by and hosted on G2.com.

That the connectors from Salesforce where easier to maintain and update. That there was a better way to make the connectors more secure Review collected by and hosted on G2.com.

I appreciate FormAssembly for its easy-to-use interface for creating and troubleshooting forms. The chat and email support have been excellent throughout our several years of working with FormAssembly, making it a wonderful experience overall. Being able to pull in questions and predefined content helps with making new forms quickly. The initial setup was very easy, thanks to the onboarding experience with their team who helped us work through everything. Connecting with Salesforce has been very helpful overall and it gives us a central place to ask clients and donors for information for decision-making. It's easy to share information within our small team of about twenty people. Review collected by and hosted on G2.com.

There used to be more of a chat support function, and I feel it has been less available lately. Review collected by and hosted on G2.com.