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.

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.

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.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.