Real-World Case Studies and Customer Success Stories with FormAssembly

FormAssembly helped Big Brothers Big Sisters of Metro Atlanta save $65,000 per year and cut paper use by 15,000 sheets. The nonprofit reduced... application processing time by 50%. TechBridge and FormAssembly replaced paper forms with online forms integrated with Salesforce and Calendly. Staff now track applications and analytics more easily. The new process supports growth and better service for Atlanta's youth.
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NPower used FormAssembly to replace paper and disjointed digital forms with one streamlined web form for all regions. This change made... it easier for staff to manage applications and focus on expanding IT training programs. Conditional logic and Salesforce integration helped screen applicants automatically, saving staff time. The Save and Resume feature increased application completion rates. Staff now spend less time on manual tasks and more on their mission.
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FormAssembly helped NASBA move from paper forms to online applications. Before, applicants spent weeks or months completing forms. With FormAssembly,... NASBA converted all applications in 3 months for less than 10% of the estimated IT cost. Now, applicants finish in 4 hours. NASBA doubled its initial applications and improved sales. Staff praise FormAssembly’s support and reliability.
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Year Up used FormAssembly to replace paper and web forms for student and volunteer records. Before, staff spent extra time... re-entering data and risked errors. Now, internship timesheets and application forms are online, with data sent directly to Salesforce. This change improved data quality and sped up the admissions process. Year Up staff also praised FormAssembly’s support team for their quick help.
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FormAssembly helped Keshet connect their forms directly to Salesforce. This integration removed manual data entry and kept their records clean.... Keshet used FormAssembly to build complex fundraising and event registration forms. The forms allowed for payment collection, conditional logic, and seamless mapping to Salesforce objects. Staff could also send data to Google Docs for easy access. Keshet praised FormAssembly’s support and customization options.
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Granny's Finest used FormAssembly to replace slow, paper-based feedback forms. The nonprofit needed to automate data collection and reduce manual... entry into Salesforce. With FormAssembly's Salesforce integration, feedback and supply requests from 17 club locations now go directly into their CRM. This made it easier to track club performance and manage inventory. Club organizers can now submit feedback and requests quickly, improving efficiency.
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HomeKeeper used FormAssembly to replace paper-based homeownership program applications with smart online forms. The old process cost $2,000 per application... and required manual data entry into Salesforce. With FormAssembly, HomeKeeper built a customizable template that populates 34 records and over 300 fields in Salesforce. The new system screens applicants for eligibility, auto-fills repeated fields, and validates data for accuracy. HomeKeeper now benchmarks homebuyer data nationally and saves staff time, letting programs serve more people efficiently.
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OneGoal used FormAssembly to move from manual, spreadsheet-based staff applications to a single online form. This change made the application... process easier for applicants and the human assets team. After launching the new system, applications jumped from 843 to 918 in less than three months. FormAssembly also helped unify candidate records and internal communications by integrating with Salesforce. The team now tracks all candidate data and communications in one place, improving efficiency and reducing data silos.
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Polaris uses FormAssembly to collect and manage data for its anti-human trafficking programs. The team replaced manual, paper-based processes with... online forms integrated with Salesforce. Service providers now apply and update directory listings through FormAssembly, making intake faster and easier. Polaris gathers product feedback and training survey data, which is instantly available for analysis. The solution helps Polaris improve service quality and streamline operations across departments.
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FormAssembly helped The Opportunity Network, a New York nonprofit, centralize student data collection. Before, staff wasted time entering info from... many sources into Salesforce. Now, all student data goes straight from FormAssembly forms into Salesforce. This makes data cleaner and instantly available. Staff can track student progress and see full profiles. The team uses FormAssembly daily and plans to expand its use for recruiting.
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If/When/How used FormAssembly to centralize data collection and automate event registration. Before, they relied on Excel, Google Forms, and EventBrite,... which caused lost data and wasted time. With FormAssembly, all forms now connect directly to Salesforce. This change saves 20 hours a year on fellowship applications and two hours per event for 12 events annually. The team now has better visibility and faster grant reporting.
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FormAssembly helped NRCAC move 60% of manual processes to online forms. NRCAC used to rely on paper and spreadsheets, which... slowed down event feedback and data tracking. With FormAssembly, they now save 2 hours of data entry per training program. The integration with Salesforce lets them pull real-time reports and manage over 100 trainings each year. NRCAC can also track reimbursements and keep all financial data in one place.
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Vermont Organic Farmers used FormAssembly to replace 700 annual paper applications with web forms. They condensed a 20-page application into... a single online form. Staff now collect and manage data directly in Salesforce, reducing manual entry and paperwork. Prefilled and conditional forms make the process easier for applicants. The switch cut costs and improved reporting for organic certification renewals.
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FormAssembly helped the Institute for Humane Studies at George Mason University handle 4,000 event registrants per semester and 70 programs each term. Before, IHS used... manual data entry and tools that did not connect with Salesforce. With FormAssembly’s Salesforce integration and Prefill Connector, IHS automated event registration and data collection. Staff now use a single, flexible form for all events, saving hours of work. This change let IHS expand their programs and collect nearly 8,000 feedback surveys in one year.
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FormAssembly helped Keshet solve data collection and integration issues. Their old form tool did not sync well with Salesforce, causing... data gaps and manual work. With FormAssembly, Keshet uses conditional logic, formulas, and dependent mapping to streamline intake, donation, and registration forms. The Salesforce Prefill Connector speeds up intake and keeps data current. Donation forms now accept online payments, improving financial turnaround. Staff can manage over 50 forms for events and programs efficiently.
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FormAssembly helped Pacific Coast Farmers' Market Association serve over 250 farmers and 250 businesses across 54 weekly markets. The nonprofit replaced... paper processes with smart web forms, saving staff time and hundreds of dollars each year. Vendors now use online forms to apply, upload documents, and pay fees. PCFMA collected 4,700 survey responses and avoided hiring extra staff. The solution integrates with Salesforce and supports marketing, vendor management, and customer surveys.
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FormAssembly helped Pets for Patriots cut manual adoption application processing time by 50%. The nonprofit needed a way to sync... data in real time with systems like Salesforce. With only three staff members, automation freed up time for more meaningful work with veterans. The new workflow uses pre-qualification and full applications, integrating with Marketo for communication. Staff now spend less time on data entry and more on helping veterans adopt pets.
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FormAssembly helped PASA save $20,000 each year by replacing EventBrite. PASA created over 600 forms in three years and collected... more than 1,300 responses for annual giving. The Salesforce integration let PASA manage donations and membership reminders easily. Staff built complex forms without developers, saving time and money. PASA now securely collects data for sustainable agriculture research.
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FormAssembly helped the Kentucky YMCA Youth Association improve student program registration. The organization switched from Eventbrite and PDF forms to... FormAssembly with Salesforce integration. This change let them collect better student data and save 20,000 sheets of paper each year. They now serve 10,000 students annually and see 3% year-over-year growth. Staff can quickly access student information and manage dietary needs with ease.
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Supermums used FormAssembly to improve both external Salesforce training and internal data collection. The team replaced a manual, slow form... designer with FormAssembly’s easy-to-use platform. They now use 22 internal forms and have completed 12 training course cycles. FormAssembly’s e-signature and Salesforce integration features save time and ensure consistency. Supermums plans to move all forms to FormAssembly for better branding and GDPR compliance.
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FormAssembly helps Oakland Public Education Fund manage over 30 live forms and collect 9,000 expense submissions yearly. The nonprofit uses... FormAssembly to streamline volunteer onboarding, grant applications, and hiring processes. Dynamic Picklists and Salesforce integration keep data accurate and up-to-date. Custom coding enables unique landing pages and status tracking for users. The platform supports secure, compliant data collection for education grants and volunteer management.
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FormAssembly helped Impact Labs collect over 350 responses using gamified web forms. Impact Labs, a Salesforce program, needed a fun... way to gather feedback on community challenges. They built a "Mad Libs" style submission tool with FormAssembly, integrating it with Salesforce for real-time data capture. Attendees at events used mobile devices to submit feedback, which was instantly visualized. The no-code forms were easy to build, clone, and deploy at events like Dreamforce.
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FormAssembly helped Greater Pittsburgh Community Food Bank respond to a surge in food requests during the COVID-19 crisis. The team used... FormAssembly to build an online reservation system for food delivery and manage hotline requests. Staff processed over 3,269 individual food recipients and delivered more than 10 million pounds of food. Integrated web forms reduced training time and made data collection easy. The Food Bank used Salesforce integration to track and serve community needs quickly.
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FormAssembly helped Outward Bound Costa Rica manage program changes during the COVID-19 pandemic. The nonprofit used FormAssembly to collect updated... information from students and handle hundreds of new inquiries daily. The platform's user-friendly forms and Salesforce integration streamlined enrollment and communication. Conditional logic and flexible design allowed the team to adapt quickly to changing needs. Outward Bound Costa Rica improved data collection and response rates for their adventure-based programs.
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FormAssembly helped the National Gaucher Foundation save over 100 hours on patient data entry. NGF used FormAssembly to automate medical... assistance applications and manage sensitive data securely. The platform's save and resume feature let applicants update forms easily. 99.9% of applicants found the process simpler. NGF now gives $2.4 million in grants yearly, helping 200 families and individuals through a streamlined, automated workflow integrated with Salesforce.
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FormAssembly helped SAGE, a national LGBTQ+ advocacy group, move to digital data collection during the COVID-19 pandemic. SAGE used FormAssembly’s... drag-and-drop forms and Salesforce integration to streamline volunteer and partner data management. The organization deployed over 20 active web forms and supported 29 affiliates nationwide. With these tools, SAGE trained more than 122,000 staff through its programs. The new system improved outreach, communication, and service delivery for LGBTQ+ older adults.
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FormAssembly helped UtmostU cut manual data management by 50%. The nonprofit used to rely on manual uploads and a costly... mobile app for student data collection. With FormAssembly’s Salesforce integration, staff built custom forms and streamlined monthly surveys for over 400 students. This improved response rates and reduced form maintenance costs by 30%. Data is now more organized and accessible for coaches and mentors.
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Family Promise used FormAssembly to replace paper forms and manual data entry for their census survey. The nonprofit integrated FormAssembly... with Salesforce to automate data collection and reduce errors. Staff saved time by eliminating manual processes and using features like the Prefill Connector and Workflow. Family Promise now manages records for over 200 affiliates and serves 125,000 family members each year. The solution improved data accuracy and streamlined administrative tasks.
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FormAssembly helped Canteen Australia automate its data collection during a CRM migration to Salesforce. The team replaced manual, paper-based processes... with digital forms, streamlining intake and case management. Over 1,000 intake form responses and 3,000+ Salesforce records were created since October 2021. Staff now spend less time on data entry and more on supporting young cancer patients. Secure, compliant forms ensure accurate, timely data for care planning and referrals.
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FormAssembly helped Life Education AU automate its online grant application process. The organization replaced manual data tasks and two disconnected... systems with a single source of truth for data capture. This change led to a 35% increase in grant applications received. The new process also reduced the time spent on each submission and improved data security. Life Education AU now awards $10,000 in grants annually through a streamlined, Salesforce-integrated workflow.
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Oakland Public Education Fund used FormAssembly to fix volunteer management. They replaced manual data entry with custom forms and dynamic... picklists. This change let them manage over 100 volunteer forms and 1,000+ expense submissions each year. Live data updates and Salesforce integration improved accuracy. The team now tracks volunteer progress and next steps easily.
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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 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 forms 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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FormAssembly helped Give Something Back, a nonprofit, improve student data collection. The team replaced spreadsheets and paper forms with Salesforce-integrated,... prefilled forms. This change made it easier to manage data for 1,000 students and spend $35 million in tuition funds. With only one IT staff member, the organization saved time and reduced manual work. FormAssembly’s features enabled branded forms, SMS updates, and better reporting.
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FormAssembly helped GiGi’s Playhouse consolidate 250 forms into just 5, streamlining nonprofit data collection. The integration with Salesforce enabled real-time... updates and reduced IT support needs. GiGi’s Playhouse now manages 46 locations and delivers over 200,000 free program hours each year. The organization saw 35% annual growth in families served. Staff can now manage volunteer recruitment and program registration more efficiently.
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FormAssembly helped Child Matters fix data quality issues in event registrations and training enrollment. Before, incomplete and inaccurate data made... reporting and funding applications hard. With FormAssembly, Child Matters unified forms, automated data entry, and improved accuracy. The new system made it easy to track training, report demographics, and meet government standards. Staff now save time and have better data for stakeholders and grants.
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FormAssembly helped Eden Reforestation Projects fix slow, manual data processes. Before, the nonprofit tracked partnerships and donations in spreadsheets, causing... errors and delays. Arkus used FormAssembly to automate partnership applications and payment tracking. Custom forms and objects now manage planting sites, donations, and labor data. Partners can pay online, and staff can track donations and impact more easily. The new system saves time and improves reporting for Eden’s team.
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FormAssembly helped the Center for Action and Contemplation save $60,000 per year by replacing an expensive, outdated data platform. The nonprofit needed... a fast, easy solution for managing applications and data. With FormAssembly, they streamlined their Living School application, financial aid, and reference forms. Over four years, they collected more than 1 million responses and improved applicant experience. Salesforce integration and automation made the process seamless for staff and students.
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Clore Social Leadership used FormAssembly to replace paper forms and spreadsheets for their leadership program recruitment. The new system, integrated... with Salesforce, made application processing faster and less burdensome for staff. They now collect and analyze feedback from program participants to improve their services. FormAssembly also helps them measure the impact of their programs by comparing self-reported capabilities before and after completion. This data proves program value to funders and employers, showing clear improvements in participants’ confidence and performance.
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KIPP NYC uses FormAssembly to manage event registrations, referral programs, and email sign-ups. The team relies on FormAssembly's integration with... Salesforce to track recruitment contacts and streamline data collection. Forms are embedded on their website for easy access and a seamless user experience. The solution supports open house RSVPs, referral bonuses, and newsletter subscriptions. KIPP NYC values the flexibility and simplicity of FormAssembly for their recruitment and outreach needs.
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FormAssembly helped City University of London manage hundreds of web forms across campus. The university needed a tool for non-technical... staff to create forms, control data, and save time for the web team. With FormAssembly, every department—from admissions to IT—can securely process forms daily. Staff found the platform easy to use, with minimal training needed. The university now relies on FormAssembly for a wide range of campus needs.
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Teach Away used FormAssembly to improve job application and lead generation processes. Before, they struggled with scaling and Salesforce integration... using Web-to-Lead. With FormAssembly, they quickly set up custom forms for candidates and made reference checks easier. The integration with Salesforce helped them contact potential candidates and manage email opt-outs. Teach Away now spends less time on technical issues and more on placing teachers abroad.
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FormAssembly helped Lindamood-Bell replace paper forms with digital workflows across 65+ learning centers. Staff now use online forms for student... intake, lesson plans, and records, saving significant time. Over 50,000 lesson plans were processed electronically, eliminating manual data entry and paper storage. Integration with Salesforce allows remote access to student records and easier reporting. Quality control improved with real-time data and activity logs, boosting efficiency and accountability.
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Dominican University used FormAssembly to replace paper forms for parking permits. The old process made students wait up to 1.5... hours. With web forms, the wait dropped to 5 minutes. Students now fill out forms online and pick up permits quickly. The university also uses web forms for travel requests and guest network access. Integrations with Salesforce and Drupal help manage admissions and form creation. Staff trust FormAssembly for secure data collection.
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FormAssembly helped the University of Florida College of Pharmacy cut student form submission time by 60%. The college moved from... four separate databases to one central location in Salesforce. Staff created 120 new forms to streamline student data collection. The new process improved applicant experience and made data entry easier for students and staff. The college now has a more visible and efficient flow of information.
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FormAssembly helped the University of Michigan create a campus-wide registry for youth programs. Staff now use one system to register... programs, improving risk management and compliance. The new process increased awareness, simplified workflows, and saved staff time. Cross-campus collaboration and data transparency improved. The university won an innovation award for this project.
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Western Connecticut State University used FormAssembly to replace paper forms and manual processes. The university processed 1,400 orientation registrants in... 10 minutes and filled over 10,000 applications using integrated forms. Staff saved 1,600 work hours by automating the admissions process. FormAssembly features like data validation, required fields, and Google Sheets integration improved data quality and efficiency. Students and staff experienced fewer pain points and better satisfaction.
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Maryville University used FormAssembly to automate student enrollment and inquiry processes. Manual data entry was slow and caused frustration for... staff and students. With FormAssembly’s Salesforce integration, Maryville standardized data collection and improved communication. The university saw a 15% increase in enrollment in the 2017-2018 school year. By 2022, they aimed to reach 10,000 students using streamlined web forms.
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FormAssembly helped the University of Michigan’s Center for Educational Outreach improve communication across three campuses. Staff used FormAssembly to build... surveys, manage event registrations, and automate faculty feedback forms. The platform’s Salesforce and Google Sheets integrations enabled 15 departments to streamline data collection and reporting. Faculty moved from paper forms to digital, making processes easier and more efficient. The university now uses FormAssembly for new projects, including an award-winning registry process.
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FormAssembly helped Worcester Polytechnic Institute collect 5,000 internal form responses since August 2018. WPI used FormAssembly to support three offices... and manage 25-30 active web forms. The solution improved event registration and internal data submissions. Staff and students now have a seamless, branded experience with faster data collection. Integration with Salesforce removed data silos and made processes more efficient.
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Spark used FormAssembly to digitize their impact evaluation and mentorship program forms. Before, staff spent a lot of time on... paper applications and complex Salesforce data entry. With FormAssembly, they cut the time to create Salesforce records by 70%. The organization now manages 50 active forms and supports 1,300 students and mentors. New staff can onboard faster and handle data entry with simple web forms.
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University of Florida used FormAssembly to deliver emergency financial aid during COVID-19. Staff built secure online forms fast, enabling rapid... response to student needs. Over 12,000 submissions were processed and more than $10 million in aid was distributed. The solution integrated with Salesforce and used single sign-on for secure access. This helped students and staff get support quickly in a time of crisis.
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FormAssembly helped Online Education Services (OES) reduce tech debt and speed up form creation. OES built over 30 forms in... their first year, saving a week of tech work per form. The Salesforce integration let OES automate HR checklists and streamline data collection. Conditional logic and dynamic picklists improved form flexibility. OES now manages internal and partner processes more efficiently.
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UC Merced used FormAssembly to create a dynamic appointment request form. The new system integrates with Salesforce and lets staff... manage forms without extra technical help. Departments can open and close forms, update event locations, and set advising hours. This solution helps staff serve more students and saves time. Students now have a better booking experience and more flexibility.
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Pahara Institute used FormAssembly integrated with Salesforce to centralize fellowship data. Before, information was scattered and hard to manage. With... connected web forms, staff now collect and organize data from hundreds of fellows in one place. This change improved communication, saved time, and made the experience better for fellows. The institute now manages 15-20 active forms and collects over 680 survey responses each year.
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FormAssembly helped The Master's University automate admissions with Salesforce-connected web forms. Before, staff struggled with manual data entry and lost... student data. Now, over 150 dynamic forms streamline admissions, enrollment, and campus events. Students spend less time on paperwork and more time on campus life. Multiple departments adopted the solution after seeing time and cost savings.
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FormAssembly helped the University of North Texas replace an outdated card swipe system for student event check-ins. The new solution,... integrated with Salesforce, enabled any department to create events and track attendance without extra licenses. UNT ran over 2,200 events in one year and saved more than $50,000 compared to other event check-in software. Staff can set up events in 30 seconds, and students check in within 5 seconds using card swipe, QR code, or SSO. The system also tracks event goals and outcomes for better reporting.
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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 dropped 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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Fresno Pacific University uses FormAssembly to collect and manage student data. They replaced paper and hybrid forms with online forms... that connect directly to Salesforce. The university now automates feedback surveys for tutoring and academic probation petitions. Staff no longer need to enter data by hand. Alumni surveys are easier to send and update, with information prefilled from records. The process is faster, more accurate, and helps staff take action quickly.
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FormAssembly helped Frostburg State University overhaul its website and streamline campus communication. The IT team reduced form creation time from... weeks to just 1-2 days. Over 91 forms are now in use across 18+ departments. Staff can build and customize forms without coding. Integrations like PayPal and Salesforce improved event registration and data management.
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Nathan Spiwak is a Salesforce consultant for nonprofits. He uses FormAssembly to help nonprofit clients collect data and connect it... to Salesforce. FormAssembly is easy to use and quick to set up. It lets nonprofits manage event registrations, surveys, and applications in one place. The integration with Salesforce saves time and reduces errors. Nathan recommends FormAssembly as the top add-on for nonprofits using Salesforce.
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TargetX used FormAssembly to improve its Enterprise CRM for higher education. Before FormAssembly, TargetX clients relied on a limited form... tool and needed help to build new forms. With FormAssembly, colleges and universities can create and manage their own inquiry forms, applications, and event registrations inside Salesforce. This integration lets staff automate follow-ups and keep student data organized. The result is a seamless workflow for both staff and students, saving time and reducing manual work.
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FormAssembly helped Prialto collect and manage internal feedback quickly. Prialto needed a form solution with strong Salesforce integration. With FormAssembly,... they could send data directly to Salesforce. This saved time and made feedback collection easier. Prialto uses FormAssembly to gather feedback from clients and employees every day.
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FormAssembly helped OUT OF THE BOX Consulting automate sales incentive claim forms for a client. The client needed web forms... that connected to Salesforce and could be managed by non-technical staff. FormAssembly enabled easy form creation, cloning, and integration with Salesforce custom objects. Manual data entry was eliminated, saving significant employee time. The client now processes claims automatically and is extremely satisfied with the results.
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FormAssembly helped Collabrax manage Salesforce Campaign Members for a webinar. The solution used a Salesforce Connector to update or create... Leads and Contacts, avoiding duplicate records. Collabrax funneled all registrations into one Salesforce Campaign. This process saved time and eliminated manual data entry. Collabrax now updates records efficiently without costly enterprise tools.
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FormAssembly uses its own HTML web forms across every department. The team relies on web forms for marketing, sales, events,... customer support, and operations. The drag-and-drop form builder lets anyone create forms quickly, even without coding skills. Integrations with Salesforce and MailChimp automate data flow and communication. The company tracks onboarding, collects feedback, and manages registrations with these forms. This approach improves data accuracy and streamlines business processes.
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Swift River Consulting uses FormAssembly to help nonprofits streamline data collection and program management. The team focuses on reducing manual... work and outdated processes for nonprofit clients. They leverage FormAssembly’s Salesforce integration to automate tasks like application intake, event RSVPs, and feedback collection. This frees up nonprofit staff to focus on building relationships and creative work. Swift River empowers clients to manage their own systems and supports them with ongoing training.
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ScheduleOnce used FormAssembly to improve lead generation and customer onboarding. By integrating scheduling with FormAssembly forms, prospects could book demos... directly, cutting out extra steps. This led to 3X better conversion rates and 2X faster time-to-engagement. Customers also saved 50 percent of their time. The integration with Salesforce kept records updated automatically.
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FormAssembly and Chargent by AppFrontier work together to simplify billing in Salesforce. Chargent connects to 25 payment tools, making it... easy to handle recurring and subscription payments. The integration lets users post payments to Salesforce through forms, reducing manual errors. Companies can process refunds and transactions over the phone, improving customer service. The connector is simple to set up and does not require advanced web skills.
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fullOpp, a Salesforce consulting firm in South Florida, uses FormAssembly to streamline client meetings and manage action items. Before FormAssembly, meeting... notes and to-dos were hard to organize in Salesforce. Now, a custom meeting form in FormAssembly saves 30–60 minutes of documentation time per meeting. The form keeps notes centralized and makes it easy to assign tasks. fullOpp also recommends FormAssembly to clients for uses like contact forms and payment processing.
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CommonTeri Services used FormAssembly to help Literacy Action, an Atlanta-based group, manage adult literacy programs. They built Literacy Cloud, a... Salesforce-based tool for classroom management and attendance. Existing K-12 and higher education tools did not meet adult literacy needs. The new solution lets providers track students, donors, and volunteers in one place. This helps small nonprofits run their programs better.
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FormAssembly helped ElevateActual modernize capital improvement planning for the South Carolina Aeronautics Commission. The old process used paper and fax,... making reporting slow and hard. With FormAssembly, airport managers now use a single online form to manage five years of project data. The new system supports 58 airport managers and tracks 402 projects. The solution saves time, improves data accuracy, and makes project planning easier for everyone involved.
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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 during 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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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 days. 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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FormAssembly helped Kasasa save 60-80 hours each month by streamlining data collection for banks and credit unions. Kasasa used over... 200 active forms to gather thousands of data points across the customer lifecycle. The platform replaced spreadsheets and emails, making data easy to access and share in Salesforce. About 75% of Kasasa's clients now use FormAssembly forms. The solution improved team efficiency and centralized data management.
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FormAssembly helped InLoop's Flexischools brand cut helpline call volume by 60%. Flexischools used over 50 digital forms daily for ticketing,... troubleshooting, and feedback. Before FormAssembly, users struggled with confusing forms and frequent tech issues. The new mobile-friendly forms linked to FAQs and allowed easy contact or ticket creation. Now, Flexischools manages 200+ cases daily and only handles critical calls by phone.
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FormAssembly helped Dharma Merchant Services cut onboarding time by 78%. Before, onboarding calls took 30–45 minutes and relied on paper... forms. Now, online forms and Salesforce integration reduced calls to 5 minutes and saved over 50 hours each month. Data accuracy improved, and application approvals now take hours instead of days. Customers enjoy a faster, smoother signup process.
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Promontory Interfinancial Network used FormAssembly to improve customer surveys. The team built over 30 active forms, each in less than... 10 minutes. They integrated FormAssembly with Salesforce to send real-time survey data. Unlimited forms and responses removed previous limits on data collection. Staff now quickly create and embed forms, streamlining survey processes.
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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 collects 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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QTbreasthealth used FormAssembly to create a HIPAA-compliant, user-friendly medical history form. The form connects with Salesforce and their EHR system,... making patient data collection fast and secure. Patients can fill out the form in about five minutes and pay in advance for a discount. The solution supports their goal of a smooth digital patient experience. FormAssembly’s implementation services helped optimize the setup, saving time and ensuring compliance.
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Physicians for Human Rights used FormAssembly to automate their Asylum Program data collection. Before, staff spent hours on manual data... entry with PDF forms. Now, digital forms integrated with Salesforce save them 20 hours per week. They solved 10 cases in just 30 minutes using the new system. The team can now focus on big-picture projects and better track outcomes for asylum seekers.
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WMCHealth used FormAssembly to replace manual, paper-based processes with HIPAA-compliant digital forms. The new system automated patient consent, provider profiles,... and program intake, ensuring secure data collection. Integration with Salesforce Marketing Cloud enabled the team to track marketing ROI as a measurable KPI. The Transplant Buddy Program workflow was fully digitized, matching mentors and mentees with automated scoring and e-signature consent. WMCHealth now connects digital marketing efforts to business outcomes and saves hours each week on administrative tasks.
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FormAssembly helped Continuum Clinical cut staff workload by 20%. The company used FormAssembly to automate research and recruitment surveys. Before,... teams managed data manually with spreadsheets, causing errors and delays. With FormAssembly’s Salesforce integration, data collection became faster and more accurate. This improved recruitment strategies and made processes easier for both staff and clients.
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FormAssembly helped California Health Corps mobilize over 700 healthcare professionals during COVID-19. The team replaced slow paper forms with digital... forms and real-time data collection. Integration with Salesforce enabled fast, targeted communication and reduced staff workload. Embedding survey links in emails improved response rates and data accuracy. The solution allowed quick onboarding and deployment of medical staff to critical locations.
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Economic Change uses FormAssembly to help nonprofit clients collect and manage data. They replaced paper-based forms with online forms that... integrate with Salesforce. This made it easier and faster for volunteers to apply and for staff to collect and analyze data. Clients saw quicker response times, better data integrity, and improved security. FormAssembly's mobile optimization and affordable cost were key benefits for Economic Change and their clients.
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Rephrase Consulting used FormAssembly, Salesforce, and Drawloop to build a grant application management process. The system starts with an application... form that creates new account and contact records in Salesforce. Automated emails keep grant requesters informed. Assessors can review applications without needing Salesforce logins. The process includes forms for grant acceptance, onboarding events, and feedback, all linked to Salesforce. Dashboards provide insights from collected data.
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Economic Change, a Salesforce consulting agency in the UK, runs the Salesforce Supermums training program for parents returning to work. The program includes... a 2-hour FormAssembly training module, teaching participants about Salesforce integration. Over 45 parents have joined, with 30 securing jobs and admin certificates. Graduates use FormAssembly in new roles, supporting nonprofits and flexible work. Supermums trainees have provided 2,000+ hours of pro-bono Salesforce support.
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Attain Partners uses FormAssembly to help nonprofit and higher education clients improve engagement and streamline data collection. They integrate FormAssembly... with Salesforce to create dynamic forms for student life-cycle management and alumni engagement. Clients benefit from easier data updates, flexible form design, and payment processing. These solutions have led to increased alumni engagement and positive recognition for nonprofit clients. Attain Partners values the ongoing relationship and plans to continue using FormAssembly for future projects.
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FormAssembly helped mrk photography & videography simplify complex client order forms. The studio covers local sports clubs and events, needing... a tool for easy online orders. Clients can specify different photo needs for each child on one form. FormAssembly’s formula engine calculates totals instantly. Repeatable sections let clients add multiple players easily. The process is now clear and fast for every customer.
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Lenovo Executive Briefing Center used VisitOps, a Salesforce app, to manage customer visits and briefing programs. They needed a way... to connect sales data in Salesforce with actions from business partners who did not have Salesforce IDs. VisitOps and FormAssembly created a web portal for non-Salesforce users to request briefings. This solution enabled Lenovo to gather more data, improve analytics, and create high-impact customer experiences. The integration helped Lenovo track and measure the impact of briefing programs on sales.
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Lenovo used FormAssembly and VisitOps to connect briefing program data to Salesforce. About 25% of briefing requests came from non-Salesforce... users. FormAssembly web forms let these users request briefings and join their data with sales information. The solution improved communication and gave Lenovo a full view of program value. Lenovo now uses new analytics to measure the impact of their briefing program.
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