---
title: FormAssembly Reviews
meta_title: 'FormAssembly Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 425 reviews by the users' company size, role or industry
  to find out how FormAssembly works for a business like yours.
aggregate_rating:
  rating_value: 4.4
  review_count: 425
  scale: '5'
date_modified: '2026-08-12'
parent_category:
  name: Content Management
  url: https://www.g2.com/categories/content-management
---


# FormAssembly Reviews
**Vendor:** FormAssembly Inc.  
**Category:** [Online Form Builder Software](https://www.g2.com/categories/online-form-builder)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 425
## About FormAssembly
FormAssembly is an enterprise data collection and automation platform that enables organizations to capture clean, compliant data from the start. FormAssembly turns secure web forms into governed data collection workflows. From the moment information is submitted, it is validated, structured, and routed reliably into systems of record, like Salesforce. With AI-assisted guidance from Fai, teams can design sophisticated workflows faster without sacrificing control or compliance.



## FormAssembly Pros & Cons
**What users like:**

- Users value the **user-friendly interface** of FormAssembly, enabling easy customization and quick implementation for their needs. (10 reviews)
- Users praise the **excellent customer support** from FormAssembly, highlighting their helpfulness and timely responses. (9 reviews)
- Users value the **seamless integrations** with Salesforce, enabling efficient data handling and enhancing overall user experience. (9 reviews)
- Users value the **easy integrations** of FormAssembly, enabling seamless data collection and efficient Salesforce connectivity. (6 reviews)
- Users love the **user-friendly interface and drag-and-drop capabilities** , making form updates and data collection seamless and efficient. (6 reviews)
- Users appreciate the **seamless Salesforce integration** of FormAssembly, enhancing data management and customization for client needs. (6 reviews)
- Intuitive (5 reviews)
- Connectivity (4 reviews)
- Customization (4 reviews)
- Customization Options (4 reviews)

**What users dislike:**

- Users experience **limited customization** options, frustrating branding flexibility and efficiency when managing multiple forms with FormAssembly. (6 reviews)
- Users find the **missing features** of FormAssembly, like CRM connectors and PDF attachments, limit their efficiency. (5 reviews)
- Users find FormAssembly **expensive** , particularly when accessing advanced features that are essential for their projects. (4 reviews)
- Users experience **limitations in features and flexibility** , particularly with advanced options and customization capabilities. (3 reviews)
- Users find **pricing issues** limiting, as advanced features often come at a premium, restricting access for smaller teams. (3 reviews)
- Technical Issues (3 reviews)
- Coding Challenges (2 reviews)
- Users find the **complexity of licensing and advanced features** frustrating, as it complicates their experience with FormAssembly. (2 reviews)
- Complex Logic (2 reviews)
- Users find the **form design options inflexible** , leading to difficulties in personalization and integration with complex systems. (2 reviews)

## FormAssembly Reviews
  ### 1. Flexible, Easy-to-Build Forms with Seamless Salesforce Integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jackie W. | Senior Assistant Director, Business Systems, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2026

**What do you like best about FormAssembly?**

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 FormAssembly?**

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 FormAssembly 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.

  ### 2. Versatile Forms and Workflows with Powerful Salesforce and Google Sheets Integrations

**Rating:** 4.5/5.0 stars

**Reviewed by:** Amanda S. | Senior Director Marketing operations, Enterprise (> 1000 emp.)

**Reviewed Date:** July 23, 2026

**What do you like best about FormAssembly?**

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.

**What do you dislike about FormAssembly?**

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.

**What problems is FormAssembly solving and how is that benefiting you?**

Before using FormAssembly, many of our processes relied on emails, spreadsheets, duplicate data entry, and manual follow-up between teams. FormAssembly allows us to create customized forms and workflows that collect the right information upfront, guide users through different paths based on their responses, and automatically send the data into Salesforce or Google Sheets.

We use it for a wide variety of needs, including customer-facing applications, internal request forms, surveys, event tracking, discount and financial assistance processes, and operational data collection. The Salesforce integration has significantly reduced duplicate entry and made it easier to create or update records, cases, and related information without requiring employees to manually transfer submissions. The Google Sheets integration gives other teams access to real-time results, which reduces reporting delays and eliminates the need to continually export and redistribute data.

FormAssembly has also allowed us to build solutions internally instead of relying on custom development for every new business need. This helps us launch processes more quickly, make updates as requirements change, improve data accuracy, and save teams substantial time on administrative work and manual handoffs.

  ### 3. Intuitive Form Building That Boosts Efficiency Across the Organization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Valerie D. | Remote Project Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 22, 2026

**What do you like best about FormAssembly?**

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.

**What do you dislike about FormAssembly?**

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.

**What problems is FormAssembly solving and how is that benefiting you?**

Data entry used to take up significant time and effort across the organization. Now, forms are immediately uploaded, staff members are immediately notified, and the flow and efficiency of work has increased. In addition, we used to use numerous spreadsheets and other tracking methods that are now obsolete with the integration of Form Assembly.

  ### 4. Easy Salesforce Setup and User-Friendly Form Building

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mark D. | Salesforce Administrator, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 22, 2026

**What do you like best about FormAssembly?**

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.

**What do you dislike about FormAssembly?**

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.

**What problems is FormAssembly solving and how is that benefiting you?**

It allows us to customize forms on our site to collect leads. We are able to have multiple forms in action on multiple pages, sites, etc. We're able to use Form Assembly to segment form submitters based on the URL they submitted from, their source, etc. We use form assembly's reporting functionality to review form submissions for completeness and to evaluate which forms are performing best.

  ### 5. Intuitive Interface and Stellar Support for Nonprofits

**Rating:** 5.0/5.0 stars

**Reviewed by:** Anne P. | Data, Evaluation, &amp; Implementation Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 05, 2026

**What do you like best about FormAssembly?**

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.

**What do you dislike about FormAssembly?**

There used to be more of a chat support function, and I feel it has been less available lately.

**What problems is FormAssembly solving and how is that benefiting you?**

I use FormAssembly to gather information from clients and donors. We easily connect it with Salesforce to make informed decisions. I find the interface intuitive, simplifying form creation.

  ### 6. Form-builder of choice with Robust Salesforce Connector

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 31, 2026

**What do you like best about FormAssembly?**

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 FormAssembly?**

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 FormAssembly 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

  ### 7. Flexible Salesforce Integrations and Outstanding Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Civic & Social Organization | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 21, 2026

**What do you like best about FormAssembly?**

What I like best about FormAssembly is the flexibility and depth of its integrations with other tools in our tech stack, especially Salesforce. The ability to build highly specific connectors allows us to design sophisticated workflows–for example, updating a particular Salesforce field in a precise way based on a respondent’s submission. Pre-fill connectors are especially valuable because they allow respondents to see information they have previously provided, confirm that we have it on file, and make updates when needed. This not only creates a smoother user experience but also helps build trust with our respondents by demonstrating that we are managing their data thoughtfully and accurately.

I’ve also consistently had positive experiences with FormAssembly’s support team. When questions or issues arise, their support has been responsive, knowledgeable, and helpful in working toward a solution.

**What do you dislike about FormAssembly?**

FormAssembly continues to improve, and we’ve benefited from many of the features added over time. That said, there are still a few relatively simple capabilities that would make form management and collaboration much easier. I’d especially like to see the ability to export a form, add internal comments or notes to individual fields or form elements, and generally have more tools for collaborating with colleagues during form development and review.

I also wish administrators were granted manager-level access to all forms by default. In our environment, this would significantly streamline internal workflows and troubleshooting. A model more similar to Salesforce–where system administrators can view and manage all records and configurations by default–would be very helpful.

Finally, I’d like to see more reusable functionality for connectors. FormAssembly allows us to add questions and sections to predefined content, but I wish we could do something similar with connector configurations. Being able to create and reuse standardized connector components would save time, reduce duplication, and make it easier to maintain consistency across forms.

**What problems is FormAssembly solving and how is that benefiting you?**

FormAssembly is our primary data collection platform, and it plays an important role in helping us collect clean, consistent, and usable data at the point of entry. In-form validation helps prevent common data quality issues before information is submitted, while the flexibility and depth of FormAssembly’s Salesforce connectors allow us to control exactly how that information is written back to our system of record.

For my department, this significantly reduces the amount of manual data cleaning and troubleshooting required after collection. It gives us greater confidence that the data we rely on to monitor program administration, evaluate outcomes, and report on impact is accurate and analysis-ready. That allows our team to spend less time fixing data issues and more time using the data to generate insights and support decision-making across the organization.

  ### 8. Great tool - doing better with support

**Rating:** 4.5/5.0 stars

**Reviewed by:** James P. | Director of Information Technology, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 08, 2023

**What do you like best about FormAssembly?**

FormAssembly provides a lot of flexibility with a relatively straightforward development environment. We use the forms for a variety of purposes, including general data gathering, higher education applications, enrollment and class registration, license renewals, etc. In most cases, forms are esigned connect/update Salesforce and also our credit card processor (Authorize.net). Also, the company seems focused on enhancements and growing the product. Recently, we started using the iATS/Deluxe connector to allow for donations from our  USA-based donors via ACH.  Also, now using the HTTPS connector, to pass data to Zapier for other internal workflows

**What do you dislike about FormAssembly?**

Support had been average at best, but over that past couple months response times have been lowered. The documentation is a bit clumsy to use, and there are features/steps undocumented. Some service reps know the product and can help resolve an issue timely, while others struggle to understand. In other words, support can be hit or miss.

**What problems is FormAssembly solving and how is that benefiting you?**

With FA we can quickly create forms to eliminate the need for fillable PDFs, plus eliminate data entry, since the forms connect to Salesforce.

  ### 9. FormAssembly: Robust Setup, Excellent Salesforce Connector, and HIPAA Compliance

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 23, 2026

**What do you like best about FormAssembly?**

From an admin perspective, FormAssembly set up is fairly straightforward. The user interface is good (maybe not as simple as some other form/survey tools but certainly more robust). The Salesforce connector (what our team uses is for most) is excellent and really easy to customize. FormAssembly also has tools that are explicitly HIPAA compliant, which is a non-negotiable for us. Overall, an excellent tool in a space where not many exist.

**What do you dislike about FormAssembly?**

Because FormAssembly is very robust and customizable, the learning curve is higher than other survey tools. I would not want a basic user creating surveys with connections, and I would anticipate them meeting issues quickly.

**What problems is FormAssembly solving and how is that benefiting you?**

Primarily taking internal and external data and bringing it into our CRM in a clear, clean, customizable format.

  ### 10. Exceptional Client Support and Onboarding Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amy M. | Applications Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2026

**What do you like best about FormAssembly?**

Client services support/onboarding could not have been more exceptional. They are very sensitive to the time they have with you.  Being a new uses they were helpful to assist in planning next steps and pieces to work in between our sessions.

**What do you dislike about FormAssembly?**

At this time I would like to have a better way to pull reports related to form submissions. This could be a gap that I have in knowledge.

**What problems is FormAssembly solving and how is that benefiting you?**

We are working to get to paperless forms and applications.  Regarding our applications, the time saved and reduction in stress for our applicants suffering from TBI's and PTSD, has been resounding to date.  Utilizing connectors and workflows has reduced their face to face demand with providers.  This is a common challenge and results in avoidance and delay in submissions.

  ### 11. Seamless Salesforce Integration, Despite Learning Curve

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 23, 2026

**What do you like best about FormAssembly?**

I use FormAssembly to securely collect data and integrate it into our Salesforce environment. I appreciate the prefill feature, which allows us to input data we already know, saving time for people filling out the forms. The integration with Salesforce is key and very helpful because information goes right into our system, streamlining the process for form fillers. It's excellent, and I would rate it a 10 out of 10 for recommendation.

**What do you dislike about FormAssembly?**

I find there is a learning curve with FormAssembly, which is expected but still noticeable. The page loads for building the connectors can be very slow. There's a specific page where we map the form data to the database in Salesforce, and it uses connectors. Unfortunately, the page that loads those connectors can be slow. Additionally, the formula builder requires using a specific syntax, and it takes a bit of time to become familiar with it.

**What problems is FormAssembly solving and how is that benefiting you?**

FormAssembly lets us securely collect data, prefill forms with known data, and integrate seamlessly with Salesforce. It streamlines data entry for users and sends information directly into our system, making the process efficient.

  ### 12. FormAssembly - Ease of integration and use w/ Salesforce

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.)

**Reviewed Date:** May 19, 2022

**What do you like best about FormAssembly?**

We've been able to leverage form assembly instead of a net new experience cloud based build in Salesforce for student submitted forms which generate case and recommender records in Salesforce.  FormAssembly last year provided training to become FormAssembly certified which encompasses building flows and configurations within FormAssembly.

**What do you dislike about FormAssembly?**

Not too many things - More hands on based trainings (monthly?) to onboard new system users outside of the annual conferences.

**Recommendations to others considering FormAssembly:**

If you are a larger company with multiple teams, consider enterprise instead of having individual accounts to conserve money.  Also have team members join the VIP program to learn about new updates provided early to users in this program.

**What problems is FormAssembly solving and how is that benefiting you?**

We leverage form assembly for submission of support tickets which is sent to Salesforce for case creation as well as a way to allow student application recommenders to submit recommendations which are written to the student's salesforce opportunity record.

  ### 13. FormAssembly, Powered to Expand Workflow Management, but High Expenses Billed

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mikes L. | Senior Accountant , Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 09, 2025

**What do you like best about FormAssembly?**

I like the introduction of drag and drop capabilities in matters form builder and this helps us in updating forms in real time
I acknowledge the importance of compliance and security features, which maintains reliability in handling sensitive data 
The process of data collection keeps improving, where we get valuable content from diverse sources.

**What do you dislike about FormAssembly?**

I found FormAssembly quite inflexible, and this makes users get bored with some designs 
The program limits the reporting capabilities and this makes businesses less responsive 

**What problems is FormAssembly solving and how is that benefiting you?**

We use FormAssembly to digitize all the data collection and reporting process using FormAssembly
We get prefilled forms from the app, helping us to facilitate external data transfer or flow
All enterprise regulatory requirements are meet by  FormAssembly, more so those that entails data security

  ### 14. AI PDF Upload Instantly Converts Files into Inquiry Forms

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.)

**Reviewed Date:** July 23, 2026

**What do you like best about FormAssembly?**

The best feature would be the new Ai functionality which allows me to upload a pdf file and the system quickly converts it into an inquiry form.

**What do you dislike about FormAssembly?**

Complex conditional logic, Salesforce connectors, and advanced workflows can require technical expertise or even some coding. This forces the common user to either seek training or contract experts.

**What problems is FormAssembly solving and how is that benefiting you?**

It reduces or eliminates data entry as it sends information to our CRM. Additionally, it replaces the paper process which streamlines processes and enhances the student experience.

  ### 15. Seamless Salesforce Connection with Form Assembly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Molly M. | Deputy Executive Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 23, 2026

**What do you like best about FormAssembly?**

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

**What do you dislike about FormAssembly?**

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

**What problems is FormAssembly solving and how is that benefiting you?**

Seamless data collection and integration into Salesforce

  ### 16. Easy Salesforce Connection with Flexible Customization

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ruth M. | Associate Director, Graduate Admissions, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 31, 2026

**What do you like best about FormAssembly?**

connecting to Salesforce, somewhat easy to use, customizable

**What do you dislike about FormAssembly?**

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

**What problems is FormAssembly solving and how is that benefiting you?**

sending immediate information to the CRM

  ### 17. FormAssembly Makes Form Building Easy and Intuitive

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** July 21, 2026

**What do you like best about FormAssembly?**

FormAssembly is very user-friendly, and you can build a form with little to no training needed.

**What do you dislike about FormAssembly?**

When using workflows, you always have to build the form first. It would be better if the form creation were integrated into the workflow builder, so you could build the form as part of setting up the workflow.

**What problems is FormAssembly solving and how is that benefiting you?**

FormAssembly has added AI, and it makes it much easier for me to complete my tasks.

  ### 18. Accessible and Useful Forms

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2026

**What do you like best about FormAssembly?**

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

**What do you dislike about FormAssembly?**

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 FormAssembly 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

  ### 19. Powerful Salesforce Connectors and Flexible Conditional Logic

**Rating:** 4.5/5.0 stars

**Reviewed by:** Daniel A. | CRM &amp; Marketing Automation Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 27, 2026

**What do you like best about FormAssembly?**

The Salesforce connectors and the conditional logics.

**What do you dislike about FormAssembly?**

The UI/UX could be better overall, and particularly when it comes to the look and feel of the forms, how they’re filled out, and the CSS. Also, it’s not a cheap tool.

**What problems is FormAssembly solving and how is that benefiting you?**

It helps us to close the GAP between the data we own and our automations. We use it a lot to conduct events invitations and lead generation.

  ### 20. Excellent features

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Arts and Crafts | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 19, 2022

**What do you like best about FormAssembly?**

The ability to create custom workflows and form handoffs is huge.  This has allowed us to create a smooth process for employee reimbursement requests from initial submission, to approval, to disbursement.

**What do you dislike about FormAssembly?**

I hope the certification program continues as that was very helpful in learning the system.

**Recommendations to others considering FormAssembly:**

This is a great product, but I highly recommend going through the certification process and learning the tools and features before fully implementing the forms.

**What problems is FormAssembly solving and how is that benefiting you?**

We use Form Assembly to collect valuable internal information and surveys, accept credit card payments, process program inquiries, and we are working on using workflow to build out multi user approval processes.

  ### 21. Simple, Seamless Data Collection and CRM Integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sai R. | Director of IT, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 23, 2026

**What do you like best about FormAssembly?**

Formassembly makes it simple and straightforward to collect data and integrate it seamlessly with our CRM, without requiring complex application development or any coding.

**What do you dislike about FormAssembly?**

There isn’t much to say overall, except that I do run into a few glitches from time to time.

**What problems is FormAssembly solving and how is that benefiting you?**

Redeeming coupons, scheduling event registrations, and collecting information about participants in a program are all straightforward. I also like using prefilled forms with unique links, which makes it easier to gather the right details without extra back-and-forth.

  ### 22. Powerful, User-Friendly, Must-Have Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paula T. | Business Analyst and Salesforce Administrator, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 21, 2025

**What do you like best about FormAssembly?**

What I like the most about Form Assembly is how user friendly it is, while still allowing customisation to fit our business needs. I also appreciate that new features are added regularly, and their support team is absolutely amazing. The integration with Salesforce, which we use the most, is reliable and works seamlessly. Form Assembly is basically plug and play product, implementation took no time, as soon as we had log we immediately jumped in creating first form.

**What do you dislike about FormAssembly?**

There are only a few things I'd improve. Some of more advanced features often come at additional cost, and it sometimes feels like the ones we need most are at the higher-tier plans. For standard fields and connections it works perfectly but when working with repeaters or more complex setups things can get a bit tricky and may even require some coding. It would also be great to have more options for field types especially with date and time fields, which can get challenging to manage at times.

**What problems is FormAssembly solving and how is that benefiting you?**

Form assembly helps us streamline data collection and automate workflows by connecting web forms directly with Salesforce. It eliminates manual data entry, reduces errors and ensures information flows smoothly between systems, saving time and keeping our processes efficient and consistent

  ### 23. Easy Form Design with a Huge Salesforce Integration Benefit

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 28, 2026

**What do you like best about FormAssembly?**

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

**What do you dislike about FormAssembly?**

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

**What problems is FormAssembly solving and how is that benefiting you?**

We can integrate easily with Salesforce CRM.

  ### 24. Easy to Use with Seamless Form Connections Across Platforms

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matthew S. | Data Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 07, 2026

**What do you like best about FormAssembly?**

It's easy to use and connecting the forms to our different platforms is pretty seamless.

**What do you dislike about FormAssembly?**

Sometimes, I kind of have to play with the connecters to make sure they're connecting the correct SF fields.

**What problems is FormAssembly solving and how is that benefiting you?**

Collecting accurate data. This saves us time from having to correct what our users have filled out.

  ### 25. FormAssembly - Makes Form Creation and Data Collection Super Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kaushik M. | Frontend Team Lead | UI/UX Designer | Freelancer, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 18, 2025

**What do you like best about FormAssembly?**

FormAssembly is reallt easy to use. I like how I can quickly create forms without writing any backend code. The AI agent is a greate feature, Like I just tell it what kind of form I need, like a contact or enquiry form and it builds it for me within seconds.

**What do you dislike about FormAssembly?**

Sometime the UI feels a bit heavy when working with large forms and loading can take a few extra secs. But overall, it still works smoothly.

**What problems is FormAssembly solving and how is that benefiting you?**

I use FormAssembly for static websites that don't have a backend or admin panel. Earlier, I had to build a backend just to store form data, but now I can simply create forms here and view all the responses on the platform itself. It saves a lot of development time and helps me manage data easily.

  ### 26. Sleek, Easy to Use, and Great Salesforce Integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 29, 2026

**What do you like best about FormAssembly?**

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

**What do you dislike about FormAssembly?**

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 FormAssembly 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.

  ### 27. Easy Form Creation with Highly Customizable Connections

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 28, 2026

**What do you like best about FormAssembly?**

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

**What do you dislike about FormAssembly?**

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

**What problems is FormAssembly 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

  ### 28. From Employee to User

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steven W. | Systems Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 07, 2025

**What do you like best about FormAssembly?**

Along with an easy to use product, the Sales and Support teams at FormAssembly have been and are always stellar to work with. They are helpful, timely, responsive, and always a delight.

**What do you dislike about FormAssembly?**

It is not free. I would have nothing to dislike if it were free, though. :)

**What problems is FormAssembly solving and how is that benefiting you?**

At Skeens Warehouse Services we have a large network of trusted partners and we onboard them and obtain important documents using FormAssembly. This makes sure our data is uniform and portable in anyway that we need it.

  ### 29. User friendly platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sarah J. | Program Support Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2024

**What do you like best about FormAssembly?**

I use FormAssembly in my job on a daily basis. 
Salesforce integration is straight forward and easy to use. If there are errors, it is clear to see where the integration failure was for an easy fix. 
The AI generated feature is easy when creating choices. 
Easy to navigate the different fields when building out forms. 
The ability to clone forms without losing their formatting is a huge plus (other platforms tend to lose some of the formatting or change the fields)
Customer support is great and they get back to you in a timely manner

**What do you dislike about FormAssembly?**

More opportunity for custom CSS (for example, changing the font of a form without compromising the layout of it)
I hope that FormAssembly will update their notification emails to respondents to allow a PDF attachment, rather than just the text in an email confirmation. That is the only downside of FormAssembly that other platforms have (e.g. Formstack).

**What problems is FormAssembly solving and how is that benefiting you?**

Salesforce integration - the responses submitted are efficiently being put into Salesforce for ease of reading the applications and connecting them to the appropriate accounts.

  ### 30. Effortless Form Building and Data Collection with Salesforce Integration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Dr.Prasannababu D. | Senior Project Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** October 14, 2025

**What do you like best about FormAssembly?**

Easily build forms and collect data with a seamless, two-way integration to Salesforce

**What do you dislike about FormAssembly?**

Security risk -forms directly into Salesforce Experience Cloud sites.

**What problems is FormAssembly solving and how is that benefiting you?**

allowing users to create web forms that can directly create or update records in Salesforce, automate data collection, and streamline workflows

  ### 31. Great UI, Customization, and Exceptional Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ilker Colt D. | Salesforce Business Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** January 31, 2025

**What do you like best about FormAssembly?**

I’m impressed with the simplicity of the UI. I can also use HTML codes in the forms to make them more customizable than they already are. I must also mention that the employees are incredibly friendly and welcoming. I’ve had the opportunity to meet a few people beyond our Account Representative (Beth Miller), and they’ve all been exceptionally pleasant and approachable. I want to give a special shoutout to Beth Miller for her exceptional job performance.

**What do you dislike about FormAssembly?**

I always say it’s not realistic if you can’t mention a downside or two—if everything is perfect, it feels like you’re not being honest. But with FormAssembly, I really have to push myself to find something I dislike. If I had to point out one thing, it could be that the interface, while functional, feels a bit dated compared to some modern form builders. Also, while the platform is highly customizable, certain advanced configurations require more technical knowledge, which might be a challenge for users without a technical background. That said, these are minor issues in an otherwise excellent product.

**What problems is FormAssembly solving and how is that benefiting you?**

We have some users and clients who don’t have access to Salesforce. However, they still need to input data (such as cases or other types of records) for use. We are building forms with FormAssembly so that we can use it.

  ### 32. The best form builder for Salesforce

**Rating:** 5.0/5.0 stars

**Reviewed by:** Moses K. | Salesforce Admin, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 22, 2024

**What do you like best about FormAssembly?**

What I like best about FormAssembly is its comprehensive connectors that make integrating with standard or custom objects seamless. The platform's ability to work effectively with Salesforce integration user accounts is a huge plus, as it helps save costs by avoiding the need for standard licenses. Additionally, the customer support is excellent, and there is a rich, knowledgeable community that offers valuable resources and guidance.
I also like the fact that you can embed salesforce community forms with ease.
Indepth error logs
We currently depend on the platform daily operations and lead generation.
Easy to implement as long as one has admin permissions on both platforms.
This combination of powerful integration capabilities, cost-saving features, and strong support makes FormAssembly an outstanding choice for data collection and form management.

**What do you dislike about FormAssembly?**

More error handling options would make the platform even better such as error notification emails.

**What problems is FormAssembly solving and how is that benefiting you?**

FormAssembly is solving the challenge of seamless data collection and integration with Salesforce. By allowing forms to connect directly to both standard and custom objects, it streamlines the process of capturing and managing data without the need for manual entry. This not only saves time but also reduces the risk of data errors. The platform's ability to utilize Salesforce integration user accounts helps significantly in saving costs, as it avoids the need for additional standard licenses. Furthermore, the rich support community and responsive customer service ensure that any issues are quickly resolved, enhancing productivity and efficiency.
- lead generation with limited duplicates
- application reviews
- multi step business processes
- duplicate handling

  ### 33. Works well!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stan Z. | Database Support Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 09, 2025

**What do you like best about FormAssembly?**

Never encountered a bug, good support when needed and their tutorial videos are great

**What do you dislike about FormAssembly?**

Can't think of any at the moment, thank you

**What problems is FormAssembly solving and how is that benefiting you?**

Intake

  ### 34. Client & Developer Friendly Form with unlimited creation of Forms

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 22, 2025

**What do you like best about FormAssembly?**

Ease of Use
Ease of implementation
Ease of Development of the form with minimal coding, 
Ease of Integration 
Customer Support

**What do you dislike about FormAssembly?**

Skip the condition rule
Unable to send back the same form for getting the missing information or correction .

**What problems is FormAssembly solving and how is that benefiting you?**

Ease of collecting information from clients and automatically getting updated in Salesforce. Saves time in collecting information in google form or excel and then manually updating salesforce

  ### 35. FormAssembly and Salesforce are a great combination

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.)

**Reviewed Date:** February 15, 2022

**What do you like best about FormAssembly?**

FormAssembly integrates well with Salesforce.  It allows us to collect and bring data into the CRM.  We can also prefill forms to ensure data quality.

**What do you dislike about FormAssembly?**

There is a learning curve with FormAssembly.  The page loads for the connectors can be very slow.

**What problems is FormAssembly solving and how is that benefiting you?**

We use FormAssembly to collect data from external users and integrate the data with Salesforce.  Support for pre-filled links streamlines the process.

  ### 36. FormAssembly continually improves our user experience with our systems

**Rating:** 5.0/5.0 stars

**Reviewed by:** Elizabeth Y. | Enterprise Applications Administrator/Developer, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 13, 2024

**What do you like best about FormAssembly?**

The Salesforce connectors are excellent - having the picklist lookup connectors to Salesforce to automatically bring in active Salesforce values without us having to update multiple forms is such a timesaver, and gives us much more accurate data. We've also had excellent experience with payment connectors, and are looking forward to the improved Google Sheet connector coming soon. Workflow has improved vastly over the past year, and is making us jump to revamp old forms to better utilize its power. Using javascript to extend the capabilities is also excellent, as is the SAML prefill connector for SSO attributes. Overall it is intuitive and powerful, two things that don't often go together in software!

**What do you dislike about FormAssembly?**

It is expensive, but you definitely get what you pay for!

**What problems is FormAssembly solving and how is that benefiting you?**

From general forms to complex workflows with approvals from multiple parties (linear or asynchronous), from payment forms to event registration to contracts to secure views of Salesforce data for non-licensed users to application portals, this is our go-to.

  ### 37. Powerful Salesforce Integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Derick H. | Senior Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 27, 2024

**What do you like best about FormAssembly?**

FormAssembly has the most powerful Salesforce integration tools on the market. It is amazing how much work can be accomplished within the form to save time from creating and updating Salesforce records. The ability to handle multiple processes when the form is submitted is unmatched by any other form tool.

**What do you dislike about FormAssembly?**

The customer facing survey very basic. Many other form tools have added varying ways for the customer to engage with the form, but FormAssembly only has the basic text, picklist, multiple choice options. It would be nice to make the form more engaging for the customers.

**What problems is FormAssembly solving and how is that benefiting you?**

Using FormAssembly significantly reduces the amount of data entry required by staff by putting the customer in charge of entering their own data on a form. We then push all the form data to Salesforce using the integration tools FormAssembly has built.

  ### 38. FormAssembly: an easy to use, intuitive tool backed by a great staff

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jared E. | Lead Salesforce Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 27, 2024

**What do you like best about FormAssembly?**

I love how easy FormAssembly is to use. You can quickly produce very sophisticated forms to cover a multitude of business needs. If you cannot figure out how to do something, FormAssembly offers an elaborate documentation library. The team at FormAssembly from sales to support has been extremely helpful and knowledgable in our experience.

**What do you dislike about FormAssembly?**

The calcualted fields in forms are very useful, but are tough if you, like me, do not have expereience in JavaScript. When you are able to figure it out, its great and very powerful. But getting there can be difficult.

**What problems is FormAssembly solving and how is that benefiting you?**

Allows us to effeciently build forms that can be client or internal facing and read into Salesforce. This allow us to collect data that would otherwise need to be manually input into our org.

  ### 39. Multi-purpose tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Edison P. | Salesforce Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 27, 2024

**What do you like best about FormAssembly?**

FormAssembly can be used for a number of purposes. We use it for event RSVPs, internal surveys, and as part of our grant processes. We connect it to our Salesforce org to maximize its functionality and maximize our data. Forms are extremely easy to set up and get running. Integration can be a little tricky, but in my opinion it's easier and has better UI than Form Titan. Customer Support has been responsive and helpful.

**What do you dislike about FormAssembly?**

The licensing and permissions aspect is a little frustrating and difficult to understand/explain.

**What problems is FormAssembly solving and how is that benefiting you?**

We implemented FormAssembly to replace Classy, a more expensive platform that could only do event registration. We're able to gather data internally and externally using FormAssembly. Data can drop into Salesforce with an integration.

  ### 40. Access to Salesforce for non-Salesforce users.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Paul M. | CRM (Salesforce) Leader, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 27, 2024

**What do you like best about FormAssembly?**

It provides the ability for non-Salesforce users to access Salesforce data.

**What do you dislike about FormAssembly?**

Maintenance of forms is a bit challenging.  It's a bit of a hassle to reconfigure to use a Salesforce sandbox.

**What problems is FormAssembly solving and how is that benefiting you?**

We leverage FormAssembly to allow volunteers to sign up for shifts.  It looks up the volunteer in Salesforce (creates a new account if necessary)  and attachs a vounteer record to that volunteer.  Over time, we have expanded it's use to allow for volunteer groups to sign up, along with special types of vounteer events.  We also leverage the conditional logic parts to branch as necessary.  For example, when a volunteer is a minor, we check if they have parental permission on file, and request the parent contact information if not.

  ### 41. Revolutionize and Automate Mundane Tasks Using FormAssembly!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Adam J. G. | Director of Sleep Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2024

**What do you like best about FormAssembly?**

Revolutionize and Automate Mundane Tasks Using FormAssembly!

FormAssembly makes it easy to accomplish these goals. From a stellar interface to amazing customer support and everything in between. It was incredibly easy to implement into our workflow and brought us tremendous value in how we use it.

FormAssembly is used daily and many times per day utilizing patient facing questionnaires, evaluation of services, etc. In the future we plan to use it for patient scheduling. It was incredibly ease to integrate with our system.

**What do you dislike about FormAssembly?**

I haven't encountered any downsides yet.

**What problems is FormAssembly solving and how is that benefiting you?**

FormAssembly saves my staff from having to call patients on the phone, collect information, then spend time putting that data into our system. FormAssembly takes the data from the patient and brings it directly into our system providing invaluable time savings and value.

  ### 42. incredably easy to use with our Salesforce orgs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Robert W. | CRM Solutions Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 05, 2017

**What do you like best about FormAssembly?**

FA just makes work so much easier to complete. I love:
* How easy it is to add form questions.
* The Prefill connectors are simple and straightforward
* branding/themes
8 the connector is so powerful and easy to use. I love that cross-function object connections make it so easy to upset records to multiple objects in Salesforce

**What do you dislike about FormAssembly?**

OMG why the hell are there no folder options? All the forms are just dumped into one big section. I have almost 100 forms and tags just don't do it for me the way organizing in folders would. Please for the love of God add folder options

**What problems is FormAssembly solving and how is that benefiting you?**

entering our leads from school and fair visits and being able to sync those leads to campaigns

  ### 43. Great tool for intaking data into Salesforce

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ryan L. | Manager, Enterprise Technology, Leisure, Travel & Tourism, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 27, 2024

**What do you like best about FormAssembly?**

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.

**What do you dislike about FormAssembly?**

Nothing to dislike about it, it's a great tool,

**What problems is FormAssembly solving and how is that benefiting you?**

It's helps us to stand up projects faster and easier than if we were to build forms from scratch each time, it simplifies the integration work and the UI development specifically.

  ### 44. Form Assembly is super user friendly and low/no code development! Fix the Bugs and it gets an A+!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** August 27, 2024

**What do you like best about FormAssembly?**

Form Assembly for the price is a really robust solution. Their data security is top notch, surveys and workflows are extremely powerful, and end user configuration is really quite easy to get the hang of to build and maintain with ease. With an implementation manager we were able to build out a fairly complex and robust workflow solution within Form Assembly successfully with limited support and empowering us, the customer, to own that product build out.

The tool continues to be enhanced with additional features. Requests have been submitted fro additional enahncements and their DEV team seems open to ideas, but slow to actual produce and develop. Their customer service team definitely provides exceptional support- most tickets are responded to same day within hours of their submission.
We do not have an integration with Form Assembly (were attempting to connect via an API into the workflow solution- but Form Assembly only has an API stood up for surveys, not workflow) so I cannot provide feedback from here.

This software is used daily by our company and has continued to provide efficiencies and benefits across all the users that leverage it. Way to go Form Assembly for providing a robust simple solution for our teams to leverage!

**What do you dislike about FormAssembly?**

We have asked for several development enhancements that we feel could be beneficial beyond just our use cases. Unfortunately none of our ehnahcement requests have been taken to the point of DEV enhancement or release.

We leverage workflows heavily within Form Assembly and although very dynamic and robust- periodically one crashes (less than 1% of the time) but when a workflow crashes for no apparent reason- there is no reason/trigger or notification... so it either has to be processed manually outside the system workflow or deleted out and restarted. Wish the glitch rate was 0% instead 0.5%.

Beyond these couple deficiencies Form Assembly is really quite good. Bang for your buck they do provide a very solid software solution.

**What problems is FormAssembly solving and how is that benefiting you?**

What used to be a labor intensive manual survey and workflow solution, Form Assembly provides a digital software solution to perform this in an automated digital manner.

  ### 45. Valuable data collection tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mary M. | Salesforce Administrator, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 18, 2024

**What do you like best about FormAssembly?**

I love that FormAssembly lets us collect data from people external to our Salesforce organization without creating duplicates or exposing vulnerable information. We also make great use of their SSO security and form prefill to make employee-centric forms both secure and accessible.

**What do you dislike about FormAssembly?**

FormAssembly's formula writing tool can be comparatively difficult to work with, and the Response queries/reports are sometimes a little janky. Many of FormAssembly's best features are locked behind higher-cost tiers, which can create barriers for nonprofits. Still, it's more than worth it.

**What problems is FormAssembly solving and how is that benefiting you?**

FormAssembly is helping us capture secure data and feed it into Salesforce without having to buy everyone a Salesforce license. It's also cut down on our manual data entry immensely, saving us a ton of time and making our entire techstack more approachable to end users.

  ### 46. Digital web forms - Powerful Salesforce integration with workflows, Pre-fills & Payment Connector

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brian W. | Salesforce Administrator, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 23, 2024

**What do you like best about FormAssembly?**

How easy it is to create a form and map it to a salesforce data set. The Salesforce integration is my favorite part, it was very easy to set up. (I'm biased, I'm a Salesforce pro) But the customizations you can make on the form, and then how you can have those form entries trigger other salesforce automation was a game changer for our customer intake process. We also have web forms and a payment form where you can receive online payments with a web form! The customer support was always responsive and super helpful when exploring potential use cases. We use the form daily, and hope to increase the overall use.

**What do you dislike about FormAssembly?**

I can't think of any. I'm not sure if there would be any limitations on the UI or if you wanted to customize anything, but I don't have complaints.

**What problems is FormAssembly solving and how is that benefiting you?**

Capturing all customers who come into our three different locations. We were not doing this before, and now everyone is automatically entered as a new contact into Salesforce (if they're not already in). Formassembly can know if a contact is already in Salesforce, so it won't create duplicates if you set up the form and map it to salesforce correctly. We also easily setup a web payment form to collect online credit card payments, which is helping out back end team.

  ### 47. Form Assembly makes gathering information a breeze

**Rating:** 5.0/5.0 stars

**Reviewed by:** Leona  B. | Systems and Data Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 14, 2023

**What do you like best about FormAssembly?**

I like that we can make each form unique and customizable to our events. We can change background images, colors, just about anything we want with a few simple clicks.

**What do you dislike about FormAssembly?**

I wish some of the connection pieces between the form and our CRM would save across forms. Something along the lines of a basic connection setup and then have the option to tweek it as needed would be wonderful!

**What problems is FormAssembly solving and how is that benefiting you?**

FormAssembly gives us a hands-free approach to collecting lead and prospect information, as well as gather what is needed for event registrations. The fact that the data drops right into our CRM is priceless!

  ### 48. Easy to use; love the quick connections to Salesforce!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.)

**Reviewed Date:** January 26, 2017

**What do you like best about FormAssembly?**

Ease of creating forms that connect to Salesforce
Ability to publish quickly

**What do you dislike about FormAssembly?**

Lack of capabilities to give "selection" option on Salesforce pre-fill connector - i.e. if I get back more than one record from my LOOKUP, want to have ability to view & select the appropriate record prior to submitting form.

**Recommendations to others considering FormAssembly:**

If you're looking for an easy-to-use form building tool that easily connects your forms to Salesforce, then this is the product for you!

**What problems is FormAssembly solving and how is that benefiting you?**

Have a single form building tool in our environment that is user-friendly and easily connects our forms to Salesforce.

  ### 49. Very excited for things to come.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Albert S. | Associate Director of Admissions Systems, Higher Education, Enterprise (> 1000 emp.)

**Reviewed Date:** May 15, 2024

**What do you like best about FormAssembly?**

I have always appreciated the support team at FormAssembly. Beth, our account rep, is great to work with. The Dev team is always improving their product with new and improved features. I am very excited about what is coming. When I was assigned to learn this application, I found it easy to learn and use.

**What do you dislike about FormAssembly?**

Being on the legacy platform, the visible working space was hard to work with. But now after the revamp, the working area is looking great.

**What problems is FormAssembly solving and how is that benefiting you?**

FormAssembly is helping us with Speed To Lead. Being integrated with Salesforce, we can acquire all the relevant data and start campaigns immediately.

  ### 50. Great Solution to Form Problem

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nick C. | Director of Digital & Systems Innovation, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 27, 2024

**What do you like best about FormAssembly?**

Security, ease of integration with other platforms and software

**What do you dislike about FormAssembly?**

Clunky builder makes it a little difficult to create forms.

**What problems is FormAssembly solving and how is that benefiting you?**

It allowed us to create a form that was completely secure when we were handling very sensitive data.


## FormAssembly Discussions
  - [When can we create and format reports with the same ease and features as forms (formatting and images, etc. )](https://www.g2.com/discussions/40447-when-can-we-create-and-format-reports-with-the-same-ease-and-features-as-forms-formatting-and-images-etc) - 1 upvote
  - [How to lookup Salesforce data on Form](https://www.g2.com/discussions/40132-how-to-lookup-salesforce-data-on-form) - 1 upvote
  - [How to lookup salesforce data into Form](https://www.g2.com/discussions/40131-how-to-lookup-salesforce-data-into-form) - 1 upvote
  - [Can I embed the form on my site?](https://www.g2.com/discussions/form-embedding) - 1 upvote
  - [Is there a limit to the length of one form?](https://www.g2.com/discussions/form-length) - 1 upvote

- [View FormAssembly pricing details and edition comparison](https://www.g2.com/products/formassembly/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-12+17%3A38%3A18+-0500&secure%5Bsession_id%5D=806f25d7-e42e-4e44-88b7-d2af8874883b&secure%5Btoken%5D=d7b0959eebeb101444bcb2281405fff69cd72b18ef727af8e3ac0227a91a9564&format=llm_user)
## FormAssembly Integrations
  - [Agentforce Education (formerly Salesforce Education Cloud)](https://www.g2.com/products/agentforce-education-formerly-salesforce-education-cloud/reviews)
  - [Agentforce Marketing (formerly Salesforce Marketing Cloud)](https://www.g2.com/products/agentforce-marketing-formerly-salesforce-marketing-cloud/reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews)
  - [Box](https://www.g2.com/products/box/reviews)
  - [ClickUp](https://www.g2.com/products/clickup/reviews)
  - [Dropbox](https://www.g2.com/products/dropbox/reviews)
  - [Form-Wizard](https://www.g2.com/products/form-wizard/reviews)
  - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews)
  - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews)
  - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)

## FormAssembly Features
**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Lead Generation**
- CRM Integration
- Marketing Automation Integration
- Data Import & Export Tools

**Lead Monitoring**
- Features
- Performance
- Lead Capture

**Survey Management**
- Survey Builder
- Customizable Questions
- Templates
- Survey Distribution
- Mobile Survey
- Site Intercept Survey
- Pulse Surveys

**Functionality**
- Customized Branding
- Application Templates

**Customization**
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design
- Forms Creation & Design

**Agentic AI - Lead Capture**
- Cross-system Integration
- Proactive Assistance

**Agentic AI - Salesforce AppExchange Apps**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**User Interface Design**
- WYSIWYG Editor
- Customized Branding
- App Templates
- Workflow Management
- Task Management
- Configurable Workflow
- Deployment Management
- Integrations Management

**Data Capture**
- Mobile
- Websites
- Social Media
- Data

**Survey Customization**
- Question Branching
- Branding
- Multimedia Support
- Multilingual Surveys

**Data Control**
- Data Migration
- Data Synchronization
- Data Security
- Real-Time Data

**Additional Functionality**
- Embedded Forms
- Offline Capability
- Notifications
- Payments
- Customizable Forms
- Real-Time Notifications
- Alerts/Notifications

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop
- Customizable Branding
- SSL Security
- API
- Document Management
- Document Storage
- Collaboration Tools
- Data Capture and Transfer
- Autofill
- Multi-Channel Distribution
- Convert to PDF
- Customizable Templates
- Media Library
- Generative AI
- Full Text Search
- Surveys & Feedback
- Data Import/Export
- Forms Management
- Electronic Signature
- Third-Party Integrations
- Reporting/Analytics
- Workflow Management
- Template Management
- Mobile Access

**Data Control**
- Data Migration
- Data Synchronization
- Data Security

**Analytics**
- Export/Import
- Reporting

**Survey Insights**
- Reporting & Analytics
- BI Tools Integration
- Data Exporting
- Permissions
- Collaboration Tools
- Presentation Tools
- Data Analysis Tools
- Real-Time Data
- Visual Analytics

**Agentic AI - Drag and Drop App Builder**
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance

**Additional Functionality**
- Role-Based Permissions
- Real-Time Updates
- Graphical User Interface
- No-Code
- Real-Time Reporting
- Data Visualization
- Customizable Fields
- Charting
- Integrated Development Environment
- Customizable Forms
- Generative AI
- API
- Reporting & Statistics
- Agile Methodologies
- Web Forms
- Custom Development
- Offline Access
- Customizable Reports
- Visual Modeling
- Access Controls/Permissions
- Authentication
- Search/Filter
- Alerts/Notifications
- Activity Dashboard
- AI Copilot
- Secure Data Storage
- Collaboration Tools
- Approval Process Control
- Web/Mobile App Development
- Data Import/Export
- Version Control
- Real-Time Notifications

**Publishing**
- Application Deployment
- Platform Compatibility
- Lifecycle Management
- Mobile Access

**Customization**
- Web Forms
- Personalization
- Templates
- Integration
- Social Media Integration
- Customizable Forms
- Customizable Templates

**Agentic AI - No-Code Development Platforms**
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Survey**
- Adaptive Learning
- Proactive Assistance
- Decision Making
- Dynamic Content

**Additional Functionality**
- Role-Based Permissions
- Real-Time Updates
- Graphical User Interface
- No-Code
- Real-Time Reporting
- Data Visualization
- Customizable Fields
- Charting
- Integrated Development Environment
- Customizable Forms
- Generative AI
- API
- Reporting & Statistics
- Agile Methodologies
- Web Forms
- Custom Development
- Offline Access
- Customizable Reports
- Visual Modeling
- Access Controls/Permissions
- Authentication
- Search/Filter
- Alerts/Notifications
- Activity Dashboard
- AI Copilot
- Secure Data Storage
- Collaboration Tools
- Approval Process Control
- Web/Mobile App Development
- Data Import/Export
- Version Control
- Real-Time Notifications
- Drag & Drop
- For No-Code Development
- Performance Metrics
- Pre-Built Modules

**Additional Functionality**
- Single Sign On
- Phone Polling
- Online Polling
- Support Audio/Images/Video
- Engagement Tracking
- Question Library
- Data Visualization
- Survey/Poll Management
- Generative AI
- Word Clouds
- Alerts/Notifications
- AI Copilot
- Customizable Fields
- Template Management
- Email Management
- Interactive Content
- Q&A Management
- Surveys & Feedback
- Activity Tracking
- Feedback Management
- API
- Data Cleansing
- Email Marketing
- Data Security
- Anonymous Feedback
- URL Customization
- Question Piping
- Offline Response Collection
- Activity Dashboard
- NPS Survey Structure
- Drag & Drop
- Data Import/Export
- Response Validation
- Customer Segmentation
- Response Quotas
- Multi-Language
- Sentiment Analysis
- Email Reminders
- Gamification
- Randomization

**Additional Functionality**
- Lead Segmentation
- Conversion Tracking
- Activity Dashboard
- A/B Testing
- AI Copilot
- Pipeline Management
- Drag & Drop
- Reporting & Statistics
- Multi-Campaign
- Prospecting Tools
- Customizable Fields
- Lead Distribution
- Event Triggered Actions
- Engagement Tracking
- Generative AI
- Chat/Messaging
- CRM
- Email Marketing
- Template Management
- Lead Nurturing
- Customizable Branding
- Contact Management
- Contact Database
- Email Management
- Real-Time Notifications
- Customer Segmentation
- Surveys & Feedback
- Campaign Management
- Activity Tracking
- Alerts/Notifications
- Data Extraction
- Lead Notifications
- Reporting/Analytics
- Dashboard
- Business Card/Badge Scanning
- Lead Generation
- Customer Database
- Autoresponders
- Lead Qualification
- API
- Forms Management
- Visitor Tracking
- Lead Management
- Campaign Analytics
- Search/Filter
- Campaign Planning
- Lead Scoring
- Email Tracking
- Drip Campaigns
- Campaign Segmentation
- Lead Verification/Validation
- Source Tracking
- Calendar Management
- Reminders
- Interaction Tracking
- Opportunity Management
- Sales Reports
- Document Storage
- Sales Trend Analysis
- Monitoring
- For Sales Teams/Organizations
- Sales Forecasting
- Workflow Management
- Task Management

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