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
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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

"...It is easy to get information from customers into Salesforce for easy reporting and follow up...." Peer review by Kristen S., Information Technology and Services

FormAssembly, Rippling, NinjaOne (formerly NinjaRMM), ProveSource, Ignition, 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 solutions does FormAssembly provide for Sales Document Management?

How does FormAssembly address your Onboarding Challenges?

How can FormAssembly optimize your Workflow Management Workflow?

What Are the key features of FormAssembly for Helpdesk Management?

How can FormAssembly enhance your Engagement Management process?

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.

Campus Compact - Education

FormAssembly helped Campus Compact automate its membership renewal process for over 500 college campuses. Before, the team used manual data entry, phone calls, and Google searches, which caused error...s and wasted time. With FormAssembly and Salesforce, they built a new account query tool and a renewal form. Now, members update their details through a simple link. The process is faster, more accurate, and helps generate new leads. Campus Compact doubled its university contacts and improved engagement with its network.

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TechBridge - Non Profit Organization Management

FormAssembly helped TechBridge, a nonprofit, improve data collection for other nonprofits. TechBridge used FormAssembly with Salesforce to move from paper to digital forms. Big Brothers Big Sisters o...f Metro Atlanta saved $65,000 a year and 15,000 sheets of paper. Volunteer application time dropped by about 50%. This led to 550 new mentors joining the program.

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Tyndale University - Education - Medium

FormAssembly helped Tyndale University modernize its admissions application process. The university replaced outdated legacy software and saved $10,000 by avoiding custom development. With 56 active ...forms, Tyndale processed over 20,000 applications and enrolled 1,300+ students. Integration with Salesforce improved data management and student recruitment. Customization features enhanced the user experience for both students and staff.

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Olivet Nazarene University - Education - Small

FormAssembly helped Olivet Nazarene University triple new student enrollment. ONU used FormAssembly, Salesforce Experience Cloud, and myTrailhead to build a modern student portal. The new system save...d 80 hours per week in processing time and cut manual work by 50%. ONU now saves 2,080 hours of processing time each year. Faculty and students benefit from a single interface for grading and community building.

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Atlanta Habitat for Humanity (AHFH) - Nonprofit

FormAssembly helped Atlanta Habitat for Humanity digitize their forms and automate workflows. The organization replaced paper forms and manual data entry with digital solutions. This change saved the...m 36 hours of data entry each month. They also gained $10,000 in extra annual revenue. The new system improved donor engagement and made event management easier.

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Verspieren - Financial Services - Large

FormAssembly helped Verspieren, an insurance brokerage, digitize complex workflows like onboarding and risk assessments. The platform enabled them to build multi-page forms, automate conditional work...flows, and store data locally in Europe for GDPR compliance. Verspieren improved customer experience, enhanced data traceability, and saved significant time for both customers and staff. They replaced manual Word and paper processes, streamlining insurance operations.

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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), ProveSource and Ignition 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 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)

Software Failure Risk Guidance

?

for FormAssembly

Overall Risk Meter

Low Medium High

Top Failure Risks for FormAssembly

FormAssembly Inc. News

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.

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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.

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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.

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Partnership

FormAssembly Earns Top Marks in Info-Tech Emotional Footprint Report - The Manila Times

FormAssembly has joined the HubSpot App Marketplace, offering a new connector that enables secure data collection and real-time integration with HubSpot CRM. This integration allows users to create flexible web forms that sync data in real-time, enhancing lead capture and data accuracy. The launch also includes no-code features for converting various document types into web forms, streamlining data intake for HubSpot users.

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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