Real-World Case Studies and Customer Success Stories with FormAssembly

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 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 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 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 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 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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FormAssembly helped Build It Green launch a new portal for energy efficiency programs in California. The portal lets property owners... and raters update, create, and manage records in Salesforce Communities. Staff saw over 100 logins and 31 full submissions in the first 7 weeks. The new system improved data quality, increased adoption, and reduced manual work. Build It Green used FormAssembly’s Salesforce integration for secure, flexible data collection.
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FormAssembly helped Big Shoulders Fund digitize its scholarship application process. The team moved from paper forms and Excel to integrated... web forms with Salesforce. This led to a 93% growth in scholarship funds requested in the first year. Application volume jumped from 3,000 to over 15,000 in one year, with 11,000 received in a single day. The new system also enabled rapid response for emergency COVID-19 scholarships, processing over 1,000 applications for $1.2M in aid.
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FormAssembly helped the Boston Athletic Association register nearly 30,000 Boston Marathon participants. The old system used 60 separate Microsoft Access... databases, making data hard to manage. With FormAssembly, staff created easy web forms and reduced reliance on outdated tools. Registration became seamless for runners and staff. Staff now use dashboards to track trends and save time with reusable form connectors. The solution improved the experience for both participants and the team.
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FormAssembly helped Baltimore Corps save 1-2 hours of staff time per fellowship application. The nonprofit used FormAssembly to streamline event... operations, job applications, and program applications. Over 30,000 responses have been collected to date. The integration with Salesforce made reviewing applications easier and more objective. Staff now use custom forms, automatic notifications, and prefilled data to improve the applicant experience.
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FormAssembly helped the American Exchange Project, a nonprofit, grow student participation by 2400%. The organization replaced unprofessional Google Forms and... unreliable Zapier integrations with secure, Salesforce-connected web forms. Staff reduced manual data tasks by 80% and saved $9,000 a year by eliminating DocuSign. Over 500 students now participate annually. The new system improved trust, data quality, and workflow automation.
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FormAssembly helped American Enterprise Institute (AEI) streamline event management and data collection. AEI replaced manual spreadsheets and costly vendor solutions... with Salesforce-connected forms. Staff now create and update forms without IT help, saving many hours. The solution reduced duplicate records and improved data quality. AEI uses FormAssembly for event RSVPs and internal data input, boosting efficiency and buy-in.
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FormAssembly helped Big Brothers Big Sisters streamline data collection across 140+ chapters. The nonprofit integrated digital forms with Salesforce, saving... 30 minutes per application and $8,000 annually at one chapter. Staff now use paperless workflows for applications, agreements, and approvals. Over 70,000 applications are processed each year. The solution improved data security and eliminated manual entry and communication silos.
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FormAssembly helped Haggai International replace a costly, inefficient website with a flexible survey builder. The new platform made it easy... for leaders to apply to programs and update their information. Salesforce integration allowed real-time data syncing, reducing manual entry and errors. Haggai saved time and money while improving data quality. The easy-to-use interface and workflow features made data collection simple for the team.
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FormAssembly helped Central Pennsylvania Food Bank save over 15 hours of manual data entry each month. The team used Salesforce-integrated... web forms to automate SNAP eligibility screening and internal referrals. Families now get instant answers in their language, improving access to food assistance. Since launch, they processed 227+ internal form submissions and saved 20+ hours of internal data entry. The solution made it easier for more families to apply for help online.
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FormAssembly helped TechBridge, a nonprofit, improve data collection for other nonprofits. TechBridge used FormAssembly’s Salesforce integration to save $65,000 a... year for Big Brothers Big Sisters of Metro Atlanta. They also reduced paper use by 15,000 sheets and cut volunteer application time by 50%. This led to 550 new mentors joining the program. TechBridge now spends more time serving their mission, not paperwork.
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FormAssembly helped Atlanta Habitat for Humanity save over 36 hours each month by digitizing forms and automating data entry. The nonprofit used... FormAssembly to manage homebuyer applications, donations, and event registrations. This digital shift made it easier for families to apply and for staff to track data. The new system increased annual revenue by $10,000. Staff and donors now have a smoother, faster experience.
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FormAssembly helped Shaw Trust manage volunteer data for thousands of people. The old system was hard to use and not... secure. FormAssembly made data collection easy and safe. Volunteers now use simple forms that connect to Salesforce. This saves time and keeps data organized. Shaw Trust meets compliance rules and helps more people with less effort.
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Prison Network used FormAssembly to replace manual, paper-based volunteer tracking. Volunteers now log family visits, transportation needs, and program participation... in real time. The solution connects directly to Salesforce, giving staff and volunteers up-to-date, accurate data. Repeatable fields and file uploads make it easy to manage family records and consent forms. Conditional logic helps volunteers add children to families quickly. The new system saves time and reduces lost or inaccurate data.
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Campus Compact used FormAssembly and Salesforce to automate membership renewals for over 500 college campuses. Before, their process was slow... and manual, with lots of errors and data silos. Now, leaders get instant access to member data, making engagement more personal and effective. The new system lets members update details and nominate campus champions with a simple link. This change saves time, reduces errors, and helps generate new leads for Campus Compact.
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FormAssembly helped Harmony Public Schools save over 4 hours per week on manual data entry. They processed 900+ referrals and... leads in the first month. The new referral form brought in 5,500+ leads, up from zero. Salesforce integration and custom logic improved data accuracy and user experience. Notifications and redirects now send leads directly to recruiters, boosting efficiency.
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FormAssembly's Salesforce integration helped AAP Foundation automate 50 web forms across their multi-lingual websites. The nonprofit saved time and money... over four years by streamlining tour booking and data collection. Over 3,000 records were created in Salesforce using connectors. Automated data standardization reduced manual errors and kept contact data clean. AAP can now focus more on rescuing exotic animals and less on admin work.
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FormAssembly helped Prison Network move from paper to digital forms for volunteer and program management. Volunteers now track family visits,... transportation, and program data in Salesforce. The new system saves time and reduces lost or inaccurate data. Real-time updates and features like repeatable fields, conditional logic, and file uploads improve accuracy and efficiency. Staff and volunteers both benefit from easier, faster data collection.
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FormAssembly helped Haggai International replace a costly, limited website with a flexible survey builder. The new platform improved data collection... and integrated with Salesforce, keeping leader data up-to-date. Haggai saved hours by reducing manual data entry and errors. The easy-to-use interface and workflow features made the process simple for their team. Real-time Salesforce integration brought major time savings.
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FormAssembly helped Central Pennsylvania Food Bank save over 15 hours of manual data entry each month. The team used Salesforce... integration to automate SNAP eligibility screening and internal referrals. Since November 2023, they processed 227+ internal form submissions and saved 20+ hours in internal data entry. Multi-lingual, conditional, and template-based forms improved accessibility for families in need. The solution made it easier for people to apply for assistance online, reaching more families faster.
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FormAssembly helped Atlanta Habitat for Humanity save 36 hours per month on data entry. The nonprofit digitized forms and automated... workflows, making donor engagement and event management easier. The Home Buyer Program Interest Form now uses quotas and rules to manage applications. Donation and pledge forms are simpler, with automatic updates and reminders. These changes led to $10,000 in extra annual revenue.
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FormAssembly helped Campus Compact automate membership renewals for over 500 college campuses. Before, the process was slow and full of... errors from manual work. With FormAssembly and Salesforce, Campus Compact built a new account query tool and renewal form. This made updates fast and easy, improved data accuracy, and doubled their university contacts. The new system also turned renewals into a lead generation tool.
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FormAssembly helps Shaw Trust manage volunteer data securely and efficiently. The nonprofit needed a better way to collect and organize... sensitive information while staying compliant with government rules. Their old system was hard to use and not secure enough. With FormAssembly’s templates, conditional questions, and Salesforce Connector, Shaw Trust saves time and keeps data safe. Volunteers now have an easy, user-friendly experience when submitting forms.
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FormAssembly helped AAP Foundation automate 50 web forms across their multi-lingual sites. The Salesforce integration made tour scheduling easier and... kept data clean. AAP saved time and reduced errors by syncing forms directly to Salesforce. Over 3,000 records were created in Salesforce using connectors. The team now spends less time on admin and more on animal rescue.
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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 of 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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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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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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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 Cal State East Bay overhaul its lead capture process. The school created 129 forms and now manages 95%... of course enrollment with FormAssembly. After switching to Salesforce and FormAssembly, leads increased by 700%. Staff use real-time data syncing and conditional logic to reduce spam and improve communication. The integration made setup easy and streamlined student application tracking.
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FormAssembly helped Cherry Creek School District unify data from multiple sources. Staff replaced manual tasks in Google Sheets and PDFs... with easy-to-build online forms. The solution connected directly to Salesforce, improving data visibility and reporting. Over 48 active forms now collect 1,000+ responses each, serving 55,000 students across 50+ schools. The district gained faster information sharing, better funding, and positive press.
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Harmony Public Schools used FormAssembly to improve lead and referral management. They replaced Google Forms with custom-branded, Salesforce-integrated forms. This... change saved over 4 hours per week in manual data entry. In the first month, they processed 900+ referrals and leads and captured 5,500+ new leads from a website form. The new system improved data accuracy and made it easier for families to connect with recruiters.
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FormAssembly helped Stanford University's Office of Accessible Education digitize their Reduced Course Load Request process. The new system replaced a... slow, paper-based workflow with an online form integrated with Salesforce. 83% of approvals now finish in two days. Students saw a 60% decrease in time to complete requests. The digital process removed a .7 mile physical barrier and eliminated paper forms. Data silos across departments were removed, improving accuracy and access.
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FormAssembly helped Cherry Creek School District unify data from over 48 active forms, each receiving 100+ responses, serving 55,000 students. Staff moved from... scattered tools like Google Sheets and PDFs to a single Salesforce-connected platform. The solution enabled fast, accurate data collection and easy reporting. Features like conditional logic and page breaks improved user experience. The district gained better funding, support, and positive press through streamlined processes.
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FormAssembly helped Stanford University's Office of Accessible Education digitize their Reduced Course Load Request process. The new system eliminated paper... forms and removed a .7 mile physical barrier for students. 83% of approvals now finish in two days, and students complete requests 60% faster. The Salesforce integration broke down data silos and improved data accuracy. Advisors can now review and approve applications easily, making the process more accessible for everyone.
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FormAssembly helped Westmont College move all data collection online. The college eliminated 40 hours of manual data entry each week.... They saw a 160% increase in online payments. Over 100 administrative and payment forms are now in use. The solution replaced paper forms and siloed processes. Integration with Salesforce improved data visibility and management.
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FormAssembly helped the University of Oxford Saïd Business School streamline lead generation and data collection. The school replaced 117 old... forms with FormAssembly during a website overhaul. Now, 137 FormAssembly forms are in use. Staff can customize forms for better branding and use Salesforce integration for improved data management. The solution also supports GDPR compliance for student data.
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USC Marshall School of Business used FormAssembly to automate graduate admissions processes. Before, staff manually responded to student inquiries, which... took a lot of time. With secure web forms, responses are now automated, saving staff up to two hours per form. The platform ensures data security with compliance and encryption. Branded forms improve the applicant experience and keep the website organized. Staff now spend less time on repetitive tasks and can focus on helping students.
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FormAssembly helped Tyndale University replace an old admissions system. The university integrated FormAssembly with Salesforce to improve student recruitment and... enrollment. They saved $10,000 by avoiding custom software development. Over 20,000 applications were submitted through 56 active forms. More than 1,300 students enrolled using the new process. The solution improved data management and user experience for both students and staff.
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FormAssembly helped Olivet Nazarene University automate their student portal and application process. ONU replaced manual paperwork with a new system... built using Salesforce and FormAssembly. The university saw an 850% increase in new student enrollment. They saved 80 hours per week in processing time. Manual work dropped by 50%. The new portal improved student engagement and faculty satisfaction.
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Cornell University used FormAssembly to manage complex application processes for executive education programs. The Salesforce admin team created online forms... to automate data integration and reduce manual work. One form replaced the need to update eight different objects, saving hours and lowering error risk. The solution helped a small team handle applications for over 3,000 students. FormAssembly features like prefill connectors and validation rules improved data quality and efficiency.
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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 errors 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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FormAssembly helped Cherry Creek School District unify data from many sources. Staff used to manage information in Google Sheets, PDFs,... and local folders, making it hard to merge data. With FormAssembly, they built easy forms that connect to Salesforce. Now, they quickly collect and share information across 50+ schools and 55,000 students. The district uses features like conditional logic and page breaks. They get over 1,000 responses per form and improved reporting, funding, and press coverage.
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FormAssembly helped Stanford University Office of Accessible Education digitize their reduced course load request process. The old paper-based system caused... delays and physical barriers for students with disabilities. With FormAssembly and Salesforce integration, the process became digital, approvals sped up, and data silos were removed. Now, 83% of approvals finish in two days. Students complete requests 60% faster. Physical barriers and paper forms are gone.
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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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FormAssembly helped Cadence Bank manage online account applications as they grew and merged with other banks. The bank used FormAssembly’s... Salesforce integration to convert web forms and meet federal regulatory changes. They launched 12 active forms and created a 3-phase plan for web form implementation. The solution automated signatures and improved internal processes. Cadence Bank now tracks applications easily and reduces paperwork for staff.
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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 workflows, 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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FormAssembly helped Verspieren, an insurance brokerage, digitize complex workflows like onboarding and risk assessments. Verspieren replaced paper and Word forms... with FormAssembly’s multi-page forms and automated workflows. The platform enabled GDPR compliance by storing data locally in Europe. Verspieren improved customer experience, increased service quality with data traceability, and saved time for both customers and teams.
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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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CARDSITE uses FormAssembly to create digital business cards and personalized landing pages. The platform lets users share cards, make referrals,... and update information instantly. FormAssembly’s forms power client directories and enable PayPal payments. CARDSITE saves time and money by avoiding paper cards and development costs. The solution helps clients build better digital business connections.
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FormAssembly helped 1871, a Chicago coworking hub for tech startups, streamline operations. 1871 replaced three separate form tools with FormAssembly,... integrating directly with Salesforce. The team automated new member registration, stay-in-touch surveys, and guest check-ins. File uploads and save & resume features improved the member experience. Automated data syncing kept records accurate and eliminated manual entry. 1871 saw faster, more efficient operations and better engagement.
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FormAssembly helped San Francisco Public Utilities Commission modernize data collection. They use FormAssembly for event requests, newsletter signups, and outreach... to women in construction. Integration with Salesforce and user-friendly forms made processes easier. Fake newsletter signups dropped after adding CAPTCHA. Now, all data is stored in one place and is easy to access.
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FormAssembly helped Multnomah County IT cut Salesforce sandbox refresh times from hours to minutes. The team switched from a vendor... with poor Salesforce integration to FormAssembly for better efficiency. They saw a 75% increase in form responses and a 25% drop in manual data entry. Five departments now use FormAssembly, benefiting from features like multi-language forms and validation rules. The Salesforce connector also prevents duplicate records and keeps data organized.
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FormAssembly helped a major US city government rebuild 3,500 municipal forms on a secure platform. The city saved 55 staff... hours per week, totaling over 2,800 hours annually. This led to more than $75,000 in wage savings each year. Over 300 licensed users across 12 departments now use the platform. The city receives up to 2 million form submissions per year, improving data collection and compliance.
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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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FormAssembly helped Alosa Health replace paper forms with digital surveys for field clinicians. The new process removed manual data entry... and freed up office space. Alosa now collects feedback on iPads, making it easier to track program results. Data from surveys is sent directly to Salesforce. This change improved reporting and demonstrated value to stakeholders.
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FormAssembly helped Central Pennsylvania Food Bank move their SNAP eligibility screening online. The new forms integrate with Salesforce, saving over... 15 hours of manual data entry each month. Since November 2023, they processed 227+ internal form submissions and saved 20+ hours of internal data entry. Families now get instant answers in their language, making it easier to apply for help. The Food Bank can now reach more people faster and with fewer errors.
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FormAssembly helped Haggai International replace a costly, limited website with a flexible survey builder. Haggai needed a scalable, easy-to-use solution... with strong Salesforce integration. FormAssembly enabled real-time data syncing, saving hours on manual entry and reducing errors. Leaders can now start and resume applications, and workflows improved the user experience. The platform made data collection faster and more accurate for Haggai's global programs.
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FormAssembly helped Big Brothers Big Sisters of America move from paper to digital data collection. Staff used FormAssembly to save... 30 minutes on each application and $8,000 per year at one chapter. The platform integrated with Salesforce and improved security for sensitive data. Over 140 local agencies now use FormAssembly, processing 70,000+ applications yearly. The solution supports over 100,000 youth across the U.S.
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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 them 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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FormAssembly helped Harmony Public Schools fix data entry and lead management problems. Before, they used Google Forms and had slow,... error-prone manual work. With FormAssembly, they saved over 4 hours per week on manual data entry. In the first month, they processed 900+ referrals and leads. Their new referral form brought in 5,500+ leads in one month, up from zero. Custom forms and Salesforce integration made the process faster and more accurate.
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FormAssembly helped Prison Network move from paper to digital forms for volunteer and program management. Volunteers used to track family... visits and transportation needs by hand, leading to lost and inaccurate data. With FormAssembly and Blaze Your Trail, Prison Network now collects cleaner data and manages programs like Fun with Mum in Salesforce. Volunteers can upload consent forms, use repeatable fields, and see real-time updates. This saves time and gives staff and volunteers the information they need for better visits.
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FormAssembly helped Shaw Trust improve volunteer data management. Shaw Trust needed a secure, compliant way to collect and organize volunteer... data. Their old system was hard to use and not secure enough. With FormAssembly, they used templates, conditional questions, and a Salesforce Connector. Volunteers now fill out forms easily, and data goes straight into Salesforce. This saves time and keeps data safe and organized.
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