The FormAssembly Data Collection Platform helps organizations collect, connect, and protect data. It features a no-code form builder that simplifies the process of collecting data in the most complex environments. Multi-stage workflows automate manual processes and business-critical integrations – including Salesforce, Google, and Microsoft – provide a connected data ecosystem that ensures data is where it’s needed, when it’s needed. Its operational standards, combined with…
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Formstack for Salesforce
Score 9.0 out of 10
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Formstack for Salesforce helps users create dynamically prefilled forms, automating document generation and streamlining digital signature collection without leaving Salesforce. In this way, the solution helps companies ensure customers never fill the the same information twice, with no manual data entry and uploads required.
Form Assembly allows for advanced data mapping, pre-filling forms with Salesforce data, and working with custom objects. FormAssembly excels in Salesforce Integration, as it is highly specialized and deeply integrated. Often considered the industry leader for Salesforce forms, …
FormAssembly has superior Salesforce configuration settings, but JotForm offers a much greater variety of systems integrations. We don't really use reports or workflows in FormAssembly, but the Jotform Report Builder is frustrating at best. Workflows feel comparable from my …
It is easier to design a form through Formassembly and integrate the results with Salesforce. When compared with docomotion, Formassembly is user-friendly. Additionally, the new feature in Formassembly that allows for designing signatures is beneficial.
Our website couldn’t handle self-hosting Formidable Forms as a plug-in on our website and would frequently crash. Titan Forms had poor communication and was difficult to schedule customer service. Formstack was self-hosted on our Salesforce, but was overpriced for our use case …
TargetX Forms is another option that I have. We decided to continue using FormAssembly due to the lack of features and flexibility available in TargetX Forms.
We have only used FormAssembly, once we were made aware of it by a consultant a few years ago. I checked the vendor recommendations against the Salesforce forums to see if it was recommended there and it was, plus I read the user-reviews on the AppExchange page. Once I got …
When we were researching options 2 years ago, FormAssembly beat other form tools hands down based on Salesforce integration features. The ability to declaratively set up prefill and post-submission data connectors supporting complex hierarchical data relationships was huge …
We considered a few others - Jot, conga, etc. We landed on FormAssembly mainly for the SalesForce integration. It's just so clean, and you get SO MANY options. The way that you can automatically create cases/leads (and do so conditionally) was huge for our support team. We've …
I think that FormAssembly does a good job of integrating with multiple platforms, making it appropriate for any use. I think that it is a little less user-friendly than WooBox, however.
The big differentiator for me with FormAssembly has always been the Salesforce integration. I have yet to find an alternative form builder that makes building integrations with Salesforce any easier than FormAssembly. I like the look and feel of Typeform forms better than …
We evaluated FormSpring, and Caspio among the products we were interested in. Considering that FormAssembly was available in an on-site version went a long way towards our decision, but frankly, it was just an easier product to use at a very reasonable price for what has the …
I was not the key decision maker in purchasing this product; I only provide administrator and user support for the product. FormAssembly works fairly well for our needs as an organization and we have not explored any other products for our business needs. If considering similar …
Formstack has a lot of work to do to get up to Jotform standards. Jotform has more payment integration options which is a HUGE selling factor for us as far as which program to choose. They also offer more discounts for non-profits which we work with often. Formstack has some …
FormAssembly has been an essential tool to have in our back pocket. It's best when you need a form quickly and can compromise on some of the dynamic elements that would be possible in Visualforce. It serves a particularly critical need when skilled developers are at a premium, but clever admins are available.
- Formstack for Salesforce excels in scenarios where organizations need to capture leads seamlessly. The platform's ability to create customized and branded lead generation forms, coupled with its direct integration with Salesforce, facilitates the smooth transfer of lead data into the CRM system. This is particularly beneficial for marketing teams running campaigns and events.- In scenarios where the primary goal is to collect basic contact information without the need for complex workflows or integrations, the comprehensive features of Formstack may be more than what is required. Simpler tools or solutions might be more appropriate for straightforward contact form needs.
SalesForce integration is really nice. You can map to specific fields with form values, or you can use detailed formulas. You can also choose to bypass assignment rules on a per-form basis, and create customized logic for when cases are created, when leads are created/merged, etc. It's very robust.
Form creation in general is very simple. They've gotten good over the years of creating an intuitive, drag and drop interface that's quick to edit. I like that you can also assign values to fields so conditional form building gets easy.
I like that you can customize how responses are viewed in the response window. Choose what columns show up so you can find records with ease, and with just one glance. OR you can download everything to excel in a snap too.
The information coming from Salesforce to use in the choices for an answer does not always appear as needed. (API vs name).
Ability for Admins to see and edit every user's forms. This would be useful in the event that someone is no longer with the institution.
When a form is cloned, it would be nice if the connector were also cloned but not active. This would allow us to verify and turn on without having to rebuild everything.
mastering the more advanced features of Formstack, especially those related to complex form configurations and workflow automation, can be challenging.
we need a broader range of pre-built templates within Formstack
Improvements in the mobile app experience, such as a more intuitive design and additional features comparable to the web version, would enhance the usability of Formstack
One major point for us is our migration to a completely Microsoft infrastructure. IN addition to that, the afore mentioned need to ingest external data resources means that we do have our eyes open toward the landscape so that we can fill these needs. This in no way indicates a move away from FormAssembly: their support is first rate, and so far the product has always stood up to the tests we've put it through.
Given how many sophisticated features appear in the form builder itself, the back-end management can feel strikingly skimpy at times. More dynamic or visually appealing confirmation messages/email notifications would realign these with the existing capabilities of the forms themselves. This is a small issue though because data capture is our primary priority in form fills and it is always excellent in Salesforce!
While it's not a true development package and misses some features like ingestion of external data for lists, etc... the product is fast, stable, easy to use, and will suit the needs of anyone needing online form functionality with SalesForce and other connectors available for your marketing needs.
Form Assembly allows for advanced data mapping, pre-filling forms with Salesforce data, and working with custom objects. FormAssembly excels in Salesforce Integration, as it is highly specialized and deeply integrated. Often considered the industry leader for Salesforce forms, Formstack has strong integration, but may not offer the same level of granular control as FormAssembly.
Formstack has a lot of work to do to get up to Jotform standards. Jotform has more payment integration options which is a HUGE selling factor for us as far as which program to choose. They also offer more discounts for non-profits which we work with often. Formstack has some pros but Jotform is more elaborate
