FormAssembly Essentials
FormAssemblyReviews from AWS customer
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CRM Connection is a Lifesaver
What do you like best about the product?
The connection and the depth that you can send values to our Salesforce.
All of the question/response logic that you need.
The simplicity of being able to create new forms and being able to duplicate existing forms.
All of the question/response logic that you need.
The simplicity of being able to create new forms and being able to duplicate existing forms.
What do you dislike about the product?
I have limited understanding of Syntax so it would be good if there was another way to manage this
When forms are embedded onto our websites the styling is muddled - would be great if it was easier to manage styling from TFA end
I would love it there was the ability to create custom quizzes (or make it easier to do) that presented question & answer, and then right/wrong before going to next question.
When forms are embedded onto our websites the styling is muddled - would be great if it was easier to manage styling from TFA end
I would love it there was the ability to create custom quizzes (or make it easier to do) that presented question & answer, and then right/wrong before going to next question.
What problems is the product solving and how is that benefiting you?
Creating and optimising online forms for CRM acquisition and lead generation
Online engagement to drive longer time on website
Online engagement to drive longer time on website
Perfection, there isn't much I can't do with FA
What do you like best about the product?
Pushing to multiple objects at the same
What do you dislike about the product?
Time. Being able to use formulas and Javascript
What problems is the product solving and how is that benefiting you?
Building out an event management form using FA
Powerful Integrated Form Creation Tool
What do you like best about the product?
FormAssembly does an excellent job with Salesforce in particular. The pre-fill and post-submission connectors are exceptional and allow us to supplement or expand website functionality in very valuable ways. That it's so configurable to these ends is without a doubt the most valuable element of this tool for us.
What do you dislike about the product?
Connectors can be confusing to configure and troubleshoot. Other issues are conditional and dynamic fields - specifically that you cannot make things conditional based on text values easily. This makes it challenging to architect dynamic forms that don't use structured data types.
What problems is the product solving and how is that benefiting you?
FormAssembly is the tool we use to bridge gaps in website functionality. It can serve as a testing ground for features that we are considering making a part of our suite of website features - things like registration to events as a group, for example. The automation components allow it to be used as an MVP product but still integrate.
Easy to Use and great functionality
What do you like best about the product?
I like the integration with Salesforce which allow us to update fields in every object as well as create new records based on different conditions.
What do you dislike about the product?
I don't like that when you add new content to the form, the new content always goes to the bottom of the page.
What problems is the product solving and how is that benefiting you?
FormAssembly allows us to expand our salesforce platform for those who have a limited license. Throughout the connectors, users can create opportunities and products in a simple and effective way.
Supercharge Salesforce effortlessly collecting and integrating form submissions
What do you like best about the product?
The upsides of using Form Assembly is easily the degree to which you can customize how form data gets populated in Salesforce. There are few non-programming options available within Salesforce to collect external information. And even those options such as Web to Lead doesn't allow you anywhere close to the customizability you get from Form Assembly. That in and of itself is worth the price of admission for many organizations. But Form Assembly doesn't stop there. Not only can you collect data and store in Salesforce in limitless ways but you can also incorporate other services as well within the same process. For example, collecting an online donation via a webform, having Stripe collect the funds and seeing that donation entered into Salesforce all without a line of code being required.
What do you dislike about the product?
I really haven't had any huge problems as the experience has overwhelmingly been positive for me. The issue that I encountered a few years back was creating forms that collect donations and being flagged by the algorithm as requiring review. Its been a couple of years since that has happened so perhaps it has been fixed or improved.
What problems is the product solving and how is that benefiting you?
FormAssembly makes collecting information via the web and integrating it with Salesforce and other 3rd party services a cinch. Without a service like this, you would need to program the solutions which take a far greater amount of time and/or expense for an organization that doesn't have development resources. Even being a developer I recommend using FormAssembly as it saves so much time and works reliably.
Best form tool I've used - great Salesforce integration
What do you like best about the product?
The Salesforce prefill and Submission connectors allow for a sophisticated Salesforce administrator to do magical things with forms. I've set up single forms that serve multiple business processes and save our staff SO MUCH data entry, back and forth communications, and prevent data entry errors.
What do you dislike about the product?
There are still a few features that you need to do a little creative problem-solving to make the most of. For example, in order to send a PDF to the person who completes the form, I had to do a workaround that is meant to send a PDF to our internal users. FormAssembly told me how to do this, so I'm not sure why they haven't built this feature into the options for the auto-responder.
What problems is the product solving and how is that benefiting you?
The staff in my organization asked for a "Portal" that would enable our volunteers to have a window into their current status and the steps they need to complete to be fully cleared to volunteer. They thought it was a "pie in the sky" request, but FormAssembly's prefill connector essentially made this possible.
Very, very powerful solution for direct-to-Salesforce connection
What do you like best about the product?
I like that there are quite a few different integrations and the drag-and-drop format for form building is nice and simple. It is a very powerful solution for getting data directly into salesforce whether that's contacts, leads, or campaigns, I've had pretty good success and reliability in the solution.
What do you dislike about the product?
I would say the support line can be difficult. It is chat-only. I am a hands-on learner and wish I could call someone when I get stuck. I would also say that if you are using for Salesforce integrations, you need to have a really good understanding of logic rules and Salesforce principles about leads/contacts.
What problems is the product solving and how is that benefiting you?
It saves our sales team plenty of time when the information is directly imported into salesforce for demo requests.
Great and easy to use!
What do you like best about the product?
It is simple to use and mapping to Salesforce works really well
What do you dislike about the product?
It would be great if you could upload CSV forms
What problems is the product solving and how is that benefiting you?
Workflows and data loading into Salesforce
FormAssembly is a great tool for internal and external form needs
What do you like best about the product?
The user-friendly functionality and depth of documentation resources are amazing.I wish
What do you dislike about the product?
I wish there was a way to better folder and organize all of my forms above and beyond tags.
What problems is the product solving and how is that benefiting you?
It allows us to easily capture prospect information and solve internal process problems using a easy to design form solution.
Handles our custom application needs while offering great formatting options!
What do you like best about the product?
I most like the appealing formatting capabilities and brand customization. I also like how well it works with salesforce to send over information. I also like how easy some parts are to use.
What do you dislike about the product?
I dislike the lack of automation options available and the limited amount of integrations with various platforms like airtable. I also dislike that I can't end a form response immediately if someone chooses a particular survey answer choice. I also wish I could do more with font changes
What problems is the product solving and how is that benefiting you?
It's solving the need for a dynamic form to gather information and give important information. I am able to gather all of the info I need and make sure my volunteers have all that they need to know before submitting the form.
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