FormAssembly: Secure AI-Assisted Forms and Workflows

Excellent product. Clients very satisfied

When clients share great feedback, it deserves to be highlighted. At Navirum, our financial services clients consistently report higher productivity and improved customer satisfaction after implementing formAssembly. If you’re evaluating a formAssembly implementation, we’d be happy to share more details on the process and more client feedback. Rory – Founder navirum.com info@navirum.com Transforming the financial services industry with Salesforce

FA support is timely and helpful. Good platform to support sales process.

We've used FormAssembly for years but had not learned much about extended functionality until recently. The Salesforce connector is key to structuring our renewal pipeline with form submissions becoming opportunity records. Also, the FormAssembly Resource Center is helpful and I look forward to learning more from FA University as I pursue a certification.

Good app.

Good app!

Poor service - they owe me money and simply won't reply to any mails... stay away!

We have been customers for years and when we had to switch to yearly billing we were not offered the opportunity to pay via bank transfer in time for the renewal. We agreed via email that I would pay the amount with my credit card in the meantime. When we later transferred the money again via bank transfer when it was made possible, they did not send me my money back the way they had promised before. For months they are simply not replying to any of my emails. I don't get any reaction. They owe me $2.500. I cannot believe the way I am treated as a loyal customer for +5 years. I strongly recommend you to stay away from that firm.

Flexible and Powerful

We've used FormAssembly since 2021 and have been very happy with it. FormAssembly makes it incredibly easy to create web forms for use with (or without) Salesforce. You can spin up simple data entry forms quickly and easily or build very complex, multi-step forms/workflows that flex based on user-entered and queried Salesforce data. There are many built-in standard integrations; we primarily use FormAssembly with the Salesforce connectors, but we've also used the Stripe connector for collecting credit card payments. In the last few years, the FormAssembly team has actively rolled out new functionality and connector integrations, and there are regular trainings webinars offered for subscribers. Highly recommended if you're looking for a form tool that can integrate with Salesforce, is easy to learn (with no coding needed to start), and is highly customizable and powerful in the hands of intermediate/advanced users with a little curiosity and creativity (and some coding knowledge).

Form Assembly Runs smooth

Whenever there is down time, form assembly is fast to respond and update the status for admins. Form assembly also has a friendly User Interface.

Works Well

FormAssembly integrates with Salesforce well and provides the necessary tools for data ingestion. I wish FormAssembly had more customizability in terms of their fields and custom code rather style design. I wish there was also a better way to which Salesforce connections are used by which form. I would recommend FormAssembly for someone looking for a straightforward user-friendly solution for their business.

Simple and flexible

FormAssembly is like a glorified Google form, with several more features that lets you customize how data is collected. The connection to Salesforce is simple to set up and very user friendly. I have enjoyed my experience using FormAssembly.

Excellent Customizable Tool with Outstanding Support

I have been using FormAssembly for over 3 years, and it’s a highly customizable product capable of handling complex business scenarios. It’s also an excellent tool for integrating with Salesforce. The customer support team has always been fantastic, providing great assistance whenever we need help troubleshooting. The only area for improvement would be the documentation—it could use a bit more detail, as it’s sometimes hard to find exactly what you’re looking for. However, reaching out to FormAssembly support has always been helpful, and they provide clear answers every time.

Many Business Use Cases

We've been using FormAssembly for years and have over 50 live forms in production, assisting almost every team within our company. We launch forms from custom buttons on Salesforce records, from custom email actions, visualforce pages, and even have many living on our website. The customer support has always been great whenever we need help troubleshooting. The features are very user friendly, and the documentation is excellent. We're usually able to find the answers before needing customer support. We recently upgraded from a monthly plan to the Enterprise plan, and the process was very smooth! There were multiple contacts assisting throughout the process, and the forms experienced zero downtime.