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Great product, fantastic support

This is a really simple to use yet powerful product. Salesforce integration is a snap and a drag-and-drop builder will get your mobile-friendly form designed very quickly. I love that it includes the ability to submit data not visible to the end-user and that it supports conditional fields. Also supports creating user accounts within Formsite so users can save and return to their form. This is nice because it doesn't eat up a Salesforce license. Will integrate with a sandbox or production. Support is great, typically answering within a few hours even at off hours and on weekends. They provide straight answers or, when something cannot be done, a straight honest explanation. There are a few minor quirks. The Salesforce integration is tied to a username and token meaning you need to be aware of the user account status. Also, pagination is supported, however, the form will submit to Salesforce each time a user moves to the next page. Formsite will then update the Salesforce record as the user moves through the form. Could be a little confusing if you only want completed forms submitted to Salesforce. Also, a few different payment gateways are supported but the payment information itself is not passed to Salesforce. However, I would say this is more of a consequence of the payment gateways and less on Formsite. Overall a great product that I would highly recommend.

Caution: Salesforce integration requires you to store your user credentials in their app

I'm evaluating this product right now for use in our Salesforce org, and noticed that in order for the Salesforce integration to work, you must store your username and password within the Formsite webapp. Best practice is to use OAuth to generate a unique token for the webapp to use for authentication. Interestingly, Formsite supports OAuth for its Google integration. Other than this issue, this is a very powerful form builder tool, yet still easy to use.

For those potential customers reading the reviews, Formsite now uses OAuth instead of user/pass to authenticate the integration. The user/pass isn't necessarily a security risk but OAuth lets you deactivate the authorization from either side, while the user/pass method requires that you change the password if you want to disallow the connection. Feel free to contact us with any questions from https://www.formsite.com/contact.

Hi Mitch Did you try Integrating the app and do you find it useful. Does the App support OAuth or does it still require user credentials ? Is that Security Risk ? Appreciate your feedback.

Great product!

Very useful tool. Easy to set up and start sending forms. The only thing I would want to change is being able to send the templates from the account page instead of from the form site section.

Overall good app but I'd like to see integration with existing accounts,contacts, etc

It was easy to build my first form and I was pleased with the process and integration. But it is missing something in the integration with Salesforce. Today, when a person hits submit, it does not update the existing object in Salesforce - it creates a new contact or account or whatever object you are working with. To make it really useful, I'd like to see two enhancements which would really make this shine: I want to use this to send an email to existing prospects or customers (who are already in Salesforce) that directs them to fill out a form that is prepopulated in a hidden field, based on the information that was in the email with the Salesforce Account ID of the company. Then, once they submit the form, the results update the fields on the Existing Account. For now, I get the email notification that a form was submitted and then go into Salesforce, search for the account (sure enough, there are now 2 of them) and merge the account. This is OK for this example because there are not that many we will be doing. But it does not scale if we invite more than 20-30 people to complete the form.

I just started playing with Formsite, but you may be able to use Visual Workflow ("Flows") to achieve this. For example, you could store the form submission in one Salesforce object record, and then use a Flow to lookup a contact or account record from the supplied response (First & Last Name and/or email address) to find the corresponding record you want to update. This would give you very fine control over what gets updated (you could configure it to only populate empty fields to avoid overwrite).

What if an admin gets notify when a form is submitted and he/she will verify the contact information against SF contact? It does sound cumbersome but just a thought.

Hello- Have there been any updates that allow forms to map back to SF to populate data?

Hello, Thank you for follow up. It may be possible to update existing Salesforce record the way you mentioned but there could be a lot of potential problems with overwriting everything that is already saved in the object, etc. I have forwarded this to our development team to investigate further. Thank you, Alex Powers FormSite Support Specialist

Thanks Alex, If we used the Prepopulate link functionality to populate the Reference Id into an Admin field (hidden from the person filling out the form), couldn't you use the API to send that form information back to the existing object? If that Reference field is empty, then create a new object. Just an idea.

Hello, Thank you for reviewing FormSite and suggesting improvements. I can see how useful those can be. As of now, you can use Salesforce's Mass Email functionality to send Prepopulate Link for your form. More on Prepopulate Link: https://www.formsite.com/documentation/pre-populate.html When a record is created in Salesforce via FormSite form, Salesforce returns a reference Id which can be used for updating Salesforce record when you update your result using FormSite interface. For existing results, FormSite does not have the reference Id to update correct record. We will look further into this. I have added your suggestions in the list that we often consider. Please feel free to contact us at support@formsite.com for any additional questions. Thank you, Alex Powers FormSite Support Specialist

Great overall app that adds a lot of value for the cost!

The app itself is very easy to use and extremely configurable. The only issue I was having was integrating with Salesforce, but when I finally gave in and contacted support, they answered in less than an hour. The solution they gave me was easy to follow and worked perfectly. FormSite will be able to give us a wholoe new level of information collection for our customers and will no doubt increase our ability to meet their needs.

I can't seem to get any help with SF integration. Would you mind passing along how they helped you?

Hello, You can find more details about getting started with FormSite's Salesforce integration at: http://www.formsite.com/documentation/integrations/salesforce.html. If you have any further questions, please feel free to contact us at http://www.formsite.com/contact.html.

can you write the solution . i will be thankful to you

The most ridiculously useful and user-friendly app out there

I am in love - with FormSite. The functionality is second-to-none, ease of setup is a 2 on a scale of 1-10, and support so far has been extremely responsive and helpful. We have found a number of ways to use these forms that we hadn't even considered at first, primarily because it's so simple to use and setup for employees at all levels. So you don't need one or two "go to" experts for this app... EVERYONE in the organization can leverage and use it. We have created several user profiles so that different employees can setup and deploy and edit only specific forms. The reporting and results emails, triggers, etc. are feature rich. I honestly can't say enough good things about this application. We'd be lost without it - we send out forms for everything now! Who knew forms could be so exciting? I guess when something is so slick that it saves everyone time and money, it's hard not to get excited. FormSite, please keep up the great work and superior support!

Do yourself a favour, try this App.

The pre and post sales support is excellent. Even my entry level skill set users love working with this app. We've redone every form in our company in under a days work using non-IT personnel. What used to be a manual process is now automated by linking the forms directly to SalesForce objects. We even pre-populate forms with known information from SFDC. It really does work. We copy n paste from Word directly into the web page and get full HTML formulated tables and layouts. We're yet to find anything it can't do.

Great Application

Downloaded the Formsite App last week and immediately started to build forms and integrate them into my website. I do not write HTML but found it easy to paste the generated HTML code into my web site application. Really easy to use and forms work and look great. Integration with Salesforce is easy. In just a few hours I redesigned all the forms on our website. Only drawback I see is the ongoing cost of using the service once the forms are set up. Did not have to use support at all

Fabulous Application

Within about 4 minutes of creating and account on this platform I was creating professional full function forms and was blown away. Finally, a multi-function form creation platform that is intuitive, powerful, and creates very impressive output. The ability to output to PDF's is an added value. Great software, great people, quick support. Highly recommended.

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