FormAssembly Overview

FormAssembly offers a no-code form builder with enterprise-level security, compliance, and customization. Users can easily create forms and collect data efficiently.

Use Cases

Customers recommend Sales Document Management, Onboarding, Workflow Management, as the business use cases that they have been most satisfied with while using FormAssembly.

Other use cases:

  • Helpdesk Management
  • Engagement Management
  • Sending & Publishing Communications
  • Customer Feedback Management
  • Capturing Leads
  • Knowledge Management
  • Creating Contact List
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Business Priorities

Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using FormAssembly.

Other priorities:

  • Enhance Customer Relationships
  • Improve Internal Communications
  • Establish Thought Leadership
  • Launch New Products
  • Grow Market Share
  • Manage Risk
  • Increase Sales & Revenue
  • Improve Stakeholder Relations
  • Enter New Markets Internationally Or Locally
  • Improve Consistency
See all business priorities See less business priorities

FormAssembly Use-Cases and Business Priorities: Customer Satisfaction Data

FormAssembly works with different mediums / channels such as Support Groups. and Mobile.

FormAssembly's features include Feedback Surveys, Recording, Personalization, etc. and FormAssembly support capabilities include Email Support, Phone Support, Chat Support, etc. also FormAssembly analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Capturing user interaction in salesforce from website...." Peer review by Christopher B., Internet

Peer review evidence (same sources as the product rating summary)

"...Advanced Security and Privacy Controls FormAssembly enters into a Service Level Agreement with each Compliance Cloud plan. ..." Secure Online Forms For Business
"...Packages include onboarding assistance, group training, and other options to help customers get the absolute most out of FormAssembly...." 5 Things you may not know about FormAssembly
"...From healthcare to higher education, FormAssembly is helping organizations like yours improve their processes and workflows...." FormAssembly

FormAssembly, Rippling, NinjaOne (formerly NinjaRMM), Ignition, Asset Panda, etc., all belong to a category of solutions that help Lead Generation. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for FormAssembly

Top Industries

  • Non-Profit Organization Management
  • Education
  • Information Technology and Services

Popular in

  • Small Business
  • Mid Market
  • Enterprise

FormAssembly is popular in Non-Profit Organization Management, Education, and Information Technology And Services and is widely used by Small Business, Mid Market, and Enterprise.

FormAssembly Customer wins, Customer success stories, Case studies

What makes FormAssembly ideal for Sales Document Management?

How efficiently Does FormAssembly manage your Onboarding?

How does FormAssembly facilitate Workflow Management?

Why is FormAssembly the best choice for Helpdesk Management?

What Are the key features of FormAssembly for Engagement Management?

11 buyers and buying teams have used Cuspera to assess how well FormAssembly solved their Lead Generation needs. Cuspera uses 3298 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Lead Generation needs.

 

University of Wisconsin–Madison - Education - Large

Madison, USA

FormAssembly helped the University of Wisconsin–Madison automate student enrollment and event management. The team cut event registration setup time by 30%. Manual data entry for webinar requests dro...pped by 90%. Staff no longer import event sign-in sheets by hand. Marketing now gets automatic updates without logging into Salesforce. The university uses FormAssembly Workflows to automate multi-step processes like credit evaluations.

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Hyphen8 - Information Technology And Services - Small

London, UK

Hyphen8 used FormAssembly to speed up grant application processes for nonprofits. Their usual 30-day Salesforce implementation was reduced to just three days. This helped nonprofits respond quickly d...uring times of crisis. With FormAssembly, Hyphen8 enabled the Halifax Foundation for Northern Ireland to fund 165 charities. The foundation distributed £701,169 to support food and care packages.

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HFM Investment Advisors, LLC - Financial Services - Small

Marlton, USA

FormAssembly helped HFM Investment Advisors, LLC save over 100 work hours and $1,500 by replacing manual, paper-based client onboarding with digital web forms. The firm, with just 5 staff, now collec...ts at least a dozen new client responses monthly. Integration with Salesforce made data entry faster and easier. Since 2016, HFM has processed 216+ new client forms with minimal maintenance. The solution improved efficiency and client experience for this small financial services business.

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Grounded Solutions Network - Non Profit Organization Management - Small

USA

FormAssembly helped Grounded Solutions Network automate its annual membership drive. The nonprofit used FormAssembly to collect 120 data points per government program and received over 500 responses ...from government offices. Integration with Salesforce enabled real-time data updates and saved the team an estimated 130 hours. The solution improved survey response rates and made membership sign-ups easier. Automated workflows also streamlined internal processes and payment collection.

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Global Dental Relief - Non Profit Organization Management - Small

Denver, USA

Global Dental Relief needed a new way to run their annual fundraising event during the pandemic. They switched from an in-person gala to a drive-in movie with a virtual silent auction. FormAssembly f...orms powered the entire bidding process, making it easy for attendees to participate safely. The forms included live updates, countdown timers, and dynamic images to boost engagement. This digital approach helped Global Dental Relief capture more data and track donations efficiently.

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Gameflow Interactive - Information Technology And Services - Small

USA

Gameflow Interactive used FormAssembly to build secure, flexible class registration forms. They created an e-commerce-like experience for community organizations, handling 306 registrations in 90 day...s. The solution saved 30 minutes of manual follow-up per registration. FormAssembly enabled integrated payment processing and custom branding. Sensitive data was protected with PCI compliant forms.

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How to Build a Salesforce Web-to-Lead Form with FormAssembly

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Frequently Asked Questions(FAQ)

for FormAssembly

What is FormAssembly?

FormAssembly is an online form and data collection platform for organizations to increase productivity and save time.

FormAssembly helps teams to solve data collection problems and save time, money, and effort through easy-to-use form builder, robust integration to Salesforce and high security and compliance standards. It helps in collecting data online or offline through mobile forms and sync it to your account when you have internet access. FormAssembly’s powerful Salesforce connector allows you to create and update records, prefill forms, send attachments, and more. The possibilities are endless.

FormAssembly comes with mobile forms, powerful Salesforce connector to create and update forms, it uses drag and drop form builder to personalize and secure online forms with custom css. It comes with Compliance Cloud plan with HIPAA Compliance, PCI DSS Level 1 certification for securing the data.

What is FormAssembly used for?

FormAssembly is a Lead Generation Software mainly used by its customers to Acquire Customers and Scale Best Practices by Sales Document Management, Onboarding and Workflow Management .

What are the top features of FormAssembly?

Feedback surveys, Recording and Personalization are some of the top features of FormAssembly.

Who uses FormAssembly?

FormAssembly is used by Non-Profit Organization Management, Education and Information Technology And Services among other industries.

What are FormAssembly alternatives?

Rippling, NinjaOne (Formerly NinjaRMM), Ignition and Asset Panda are popular alternatives for FormAssembly.

Where is FormAssembly located?

FormAssembly is headquartered at 101 W. Kirkwood Ave., Suite 224, Bloomington, IN 47404, US.
lightning

Peers used FormAssembly for sales document management and onboarding

FormAssembly Competitors

FormAssembly Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.05/5 ★

Read Reviews (1)
Analytics

4.78/5 ★

Read Reviews (53)
Custom Reports

4.07/5 ★

Read Reviews (292)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.05/5 ★

Read Reviews (1)
Analytics

4.78/5 ★

Read Reviews (53)
Custom Reports

4.07/5 ★

Read Reviews (292)

FormAssembly Integrations

FormAssembly integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.15/5 ★

Read Reviews (341)
Data Export

3.93/5 ★

Read Reviews (225)

Few API Integrations for FormAssembly

Mindbody Software

3.98 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Gusto

4.67 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Objective ECM

4.17 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

PDF-XChange

4.66 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Qualtrics

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for FormAssembly

Overall Risk Meter

Low Medium High

Top Failure Risks for FormAssembly

FormAssembly Inc. News

Partnership

FormAssembly Achieves DoD IL4 Status in Partnership With FedHIVE

FormAssembly has partnered with FedHIVE to achieve DoD IL4 status, allowing its secure data collection platform to meet stringent Department of Defense requirements. This partnership enables rapid modernization for government agencies by integrating FormAssembly's low-code platform with FedHIVE's compliance expertise, facilitating secure data collection and processing in regulated environments.

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Partnership

FormAssembly Expands Partner Program for Regulated Industries

FormAssembly has launched an enhanced Partner Program aimed at regulated industries, offering compliance-focused tools, tiered incentives, and co-marketing support. The program targets sectors like public services, healthcare, and finance, providing partners with resources to modernize workflows while maintaining compliance. The initiative includes a diverse partner ecosystem, strategic collaboration, and revenue opportunities, aligning with partners' needs for secure, automated data workflows.

Read more →
Partnership

FormAssembly Launches Enhanced Partner Program for Secure Data ...

FormAssembly has launched an enhanced Partner Program aimed at modernizing data collection systems in regulated industries. The program offers partners tools and resources for secure, automated workflows, focusing on compliance and governance. It includes tiered participation, financial incentives, and strategic collaboration opportunities, making it ideal for partners in sectors like healthcare, education, and finance.

Read more →
Partnership

FormAssembly Launches Enhanced Partner Program for Secure Data Collection in Regulated Industries

FormAssembly has launched an enhanced Partner Program aimed at secure data collection in regulated industries. This program equips partners with tools to modernize data systems with automated workflows, focusing on compliance and security. It includes tiered participation, financial incentives, and strategic collaboration opportunities, making it ideal for partners in sectors like healthcare and finance.

Read more →

FormAssembly Inc. Profile

Company Name

FormAssembly Inc.

Company Website

https://www.formassembly.com/

HQ Location

101 W. Kirkwood Ave., Suite 224, Bloomington, IN 47404, US

Employees

1-10

Social

Facebook Linkedin Twitter

Financials

SERIES A