FormAssembly Reviews & Product Details

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 Review collected by and hosted on G2.com.

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). Review collected by and hosted on G2.com.

Customized forms, and easy integration with Salesforce Review collected by and hosted on G2.com.

Support around complex forms and integrations. Tracking down errors can be tricky Review collected by and hosted on G2.com.

Easily build forms and collect data with a seamless, two-way integration to Salesforce Review collected by and hosted on G2.com.

Security risk -forms directly into Salesforce Experience Cloud sites. Review collected by and hosted on G2.com.

Workflows is the best aspect of Form Assembly. It is a streamlined process that allows users to connect forms. The customer service support is exceptional and offers explicit details through hands-on delivery. Review collected by and hosted on G2.com.

I wished there was a way that form responses could be used when customers need to make another draft of the same response, Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

More error handling options would make the platform even better such as error notification emails. Review collected by and hosted on G2.com.

Never encountered a bug, good support when needed and their tutorial videos are great Review collected by and hosted on G2.com.

Can't think of any at the moment, thank you Review collected by and hosted on G2.com.

Ease of Use

Ease of implementation

Ease of Development of the form with minimal coding,

Ease of Integration

Customer Support Review collected by and hosted on G2.com.

Skip the condition rule

Unable to send back the same form for getting the missing information or correction. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There is a learning curve with FormAssembly. The page loads for the connectors can be very slow. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

It is expensive, but you definitely get what you pay for! Review collected by and hosted on G2.com.