Sarah S.
SS
Sarah S.
Web and Digital Communications Manager
Mid-Market (51-1000 emp.)
"A Pros and Cons list of FormAssembly"
3.5/5
What do you like best about FormAssembly?

* Pretty good functionality and features for the price

* Decent documentation in the Support KB

* Ability to import common data sets

* Ability to embed forms on websites is great

* There's a good variety of connectors to external systems, especially Salesforce

* You can do a lot of customization with the form appearance

* You can implement a wide range of formulas and calculations for even more powerful functionality and customization

* There's a pretty good form builder interface that is accessible to most users Review collected by and hosted on G2.com.

What do you dislike about FormAssembly?

* While there's a wide variety of connectors available, they are not always the most robust. There are some wildly GLARING gaps in functionality that are incredibly frustrating, especially when it comes to the Salesforce connector and some of the finance connectors

* In my opinion, you do need someone with technical expertise if you want to connect these forms to an external system in order to understand how the connectors work. You also definitely should have someone with knowledge of HTML/CSS to really be able to customize the appearance of the form because unless you go into the code to tweak things to exactly how you want, the form builder wizard does not always give you the best output.

* Form Assembly's customer support isn't the most helpful and the Knowledge KB could always be expanded/improved Review collected by and hosted on G2.com.

Joseph U.
JU
Joseph U.
Owner
Small-Business (50 or fewer emp.)
"Supercharge Salesforce effortlessly collecting and integrating form submissions"
4.5/5
What do you like best about FormAssembly?

The upsides of using Form Assembly is easily the degree to which you can customize how form data gets populated in Salesforce. There are few non-programming options available within Salesforce to collect external information. And even those options such as Web to Lead doesn't allow you anywhere close to the customizability you get from Form Assembly. That in and of itself is worth the price of admission for many organizations. But Form Assembly doesn't stop there. Not only can you collect data and store in Salesforce in limitless ways but you can also incorporate other services as well within the same process. For example, collecting an online donation via a webform, having Stripe collect the funds and seeing that donation entered into Salesforce all without a line of code being required. Review collected by and hosted on G2.com.

What do you dislike about FormAssembly?

I really haven't had any huge problems as the experience has overwhelmingly been positive for me. The issue that I encountered a few years back was creating forms that collect donations and being flagged by the algorithm as requiring review. Its been a couple of years since that has happened so perhaps it has been fixed or improved. Review collected by and hosted on G2.com.

Marya C.
MC
Marya C.
Salesforce Administrator
Mid-Market (51-1000 emp.)
"Best form tool I've used - great Salesforce integration"
5/5
What do you like best about FormAssembly?

The Salesforce prefill and Submission connectors allow for a sophisticated Salesforce administrator to do magical things with forms. I've set up single forms that serve multiple business processes and save our staff SO MUCH data entry, back and forth communications, and prevent data entry errors. Review collected by and hosted on G2.com.

What do you dislike about FormAssembly?

There are still a few features that you need to do a little creative problem-solving to make the most of. For example, in order to send a PDF to the person who completes the form, I had to do a workaround that is meant to send a PDF to our internal users. FormAssembly told me how to do this, so I'm not sure why they haven't built this feature into the options for the auto-responder. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
CN
Verified User in Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"User friendly and robust!"
4.5/5
What do you like best about FormAssembly?

It is very user-friendly but can be made more complicated for more complicated needs. Review collected by and hosted on G2.com.

What do you dislike about FormAssembly?

If you try to use section columns, they run off the page when viewing the form on a phone. The same issue occurs when viewing a Likert matrix. It would be nice if this could be fixed. Review collected by and hosted on G2.com.

Mayra G.
MG
Mayra G.
Small-Business (50 or fewer emp.)
"We are bale to successfully integrate with Salesforce"
5/5
What do you like best about FormAssembly?

We love to connect it to Salesforce, and it is dynamic when customizing the form for our customers. It is a little bit of a learning curve, but it is easy to be proficient here. Review collected by and hosted on G2.com.

What do you dislike about FormAssembly?

I want to be able to integrate Java Script in a better way. I would love a better editor that is more dynamic since it is hard to create more complex forms because of this feature. Review collected by and hosted on G2.com.

Pedro P.
PP
Pedro P.
Gerente de Customer Journey
Mid-Market (51-1000 emp.)
"Best tool to integrate into Salesforce"
5/5
What do you like best about FormAssembly?

The salesforce connector is excellent. It allows you to build complex flows and update records easily. Also, the possibility to calculate and formulate fields is very useful. Review collected by and hosted on G2.com.

What do you dislike about FormAssembly?

That it does not have the ability to integrate with other tools. I would really like a connector with Zapier. Review collected by and hosted on G2.com.

JD
Jamed D.
Digital Marketing Manager
Mid-Market (51-1000 emp.)
"CRM Connection is a Lifesaver"
3.5/5
What do you like best about FormAssembly?

The connection and the depth that you can send values to our Salesforce.

All of the question/response logic that you need.

The simplicity of being able to create new forms and being able to duplicate existing forms. Review collected by and hosted on G2.com.

What do you dislike about FormAssembly?

I have limited understanding of Syntax so it would be good if there was another way to manage this

When forms are embedded onto our websites the styling is muddled - would be great if it was easier to manage styling from TFA end

I would love it there was the ability to create custom quizzes (or make it easier to do) that presented question & answer, and then right/wrong before going to next question. Review collected by and hosted on G2.com.

Candice C.
CC
Candice C.
Small-Business (50 or fewer emp.)
"Form Assembly - no clicks - no code - pretty powerful!"
5/5
What do you like best about FormAssembly?

Flexibility in updating information from Form Assembly to Salesforce. Also used form handlers for Pardot which was super helpful. Review collected by and hosted on G2.com.

What do you dislike about FormAssembly?

Some conditions in the pre-fill don't work. The repeatable sections need to do more than just repeat Review collected by and hosted on G2.com.

RW
Ryan W.
Mid-Market (51-1000 emp.)
"Great tool for easy form building with intuitive salesforce integration"
4.5/5
What do you like best about FormAssembly?

Its salesforce integration is intuitive and easy to set up for non-technical users to manage. Review collected by and hosted on G2.com.

What do you dislike about FormAssembly?

Some limitation exist in workflow, including the inability to access easily created or updated records from previous steps. Review collected by and hosted on G2.com.

Pilar D.
PD
Pilar D.
Director of Operations
Small-Business (50 or fewer emp.)
"Easy to use app to help my org collect data"
5/5
What do you like best about FormAssembly?

The ease of creating professional looking surveys and the ease of adding to emails and website. Lots of Intergration with other applications. Review collected by and hosted on G2.com.

What do you dislike about FormAssembly?

Connecting to other applications like Salesforce could be a challenge, but not a dealbreaker. Review collected by and hosted on G2.com.