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FormAssembly: Secure AI-Assisted Forms and Workflows
Collect, Connect & Protect Your Data
- Industries
- EducationFinancial ServicesHealthcare & Life Sciences
- Business Need
- IT & AdministrationSurveysEvent Management
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudMarketing Cloud Engagement
FormAssembly is a secure data collection platform for organizations that need to manage sophisticated, mission-critical workflows that deliver information reliably into systems of record like Salesforce.
Highlights
AGENTIC AI-ASSISTANT Paired with Fai, our AI assistant, users can create secure, branded workflows in minutes and ensure their CRM data is accurate, consistent, and fully actionable.
END-TO-END AUTOMATION Automated workflows handle approvals, notifications, routing, and integrations behind the scenes, removing error-prone manual steps, speeding processes, and reducing risk.
ADVANCED INTEGRATIONS Build Salesforce-connected forms, create or update records, work with standard or custom objects, and prefill forms. Integrate data with Google, Pardot, Microsoft, PayPal and other business-essential applications.
ENTERPRISE-GRADE SECURITY Protect your customer's data with industry-leading security and compliance: GLBA, GDPR, CCPA, HIPAA, ISO 27001, PCI DSS, SOC 2, TX-RAMP and FedRAMP-Authorized at the High Impact level.
Provider Details
By simplifying form building and automating data capture, FormAssembly removes the challenges many organizations face when collecting data. Our industry-leading integration with Salesforce unlocks the power of unified data management while improving data accuracy and consistency. Display live Salesforce data in your forms with features like Dynamic Picklists, Salesforce Prefill, and more. Effortlessly create and manage forms, automate workflows, improve collaboration, and protect sensitive information with FormAssembly. Company Accolades: - 350+ 5-Star AppExchange Reviews - Software Reviews Industry Leader - Stevie Award-Winning Support - 96% Customer Satisfaction Score FREE TRIAL https://www.formassembly.com/sign-up/
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
FormAssembly offers plans for organizations of all sizes and sophistication, from small businesses to large enterprises and government organizations. Connect with the FormAssembly team to learn more: formassembly.com/contact/