Nonprofits do a lot with a little—and that’s no small feat. From tracking impact to managing fundraising and day-to-day operations, nonprofit teams often juggle mission-critical work with limited time and resources.
During our annual virtual user conference, FormFest 2025, we explored how nonprofits can overcome common hurdles by leveraging the powerful combination of FormAssembly and Salesforce. Watch the video below to hear directly from the presenter, or read on for information about how to improve data collection, simplify program intake, and boost donor engagement.
What is Holding Nonprofits Back?
Nonprofits face several common challenges, including:
- Collecting the right data and translating it into meaningful insights
- Donor fatigue, fragmented systems, and outdated donation processes
- Time spent on repetitive tasks
- Smaller teams, often wearing many hats
These challenges can slow down fundraising efforts and take away from time spent focusing on the mission.
So, what can be done about this?
From Challenges to Solutions
To overcome these barriers, nonprofit teams need tools that save time, reduce complexity, and make it easier to connect with the communities they serve. This FormFest session focused on three areas where FormAssembly and Salesforce make a real difference:
- Simplify the way you collect program applications and intake forms. With FormAssembly’s Salesforce-connected forms, you can create efficient, user-friendly experiences for volunteers, clients, and community members—no manual data entry required.
- Make giving easier for donors and tracking easier for your team. FormAssembly’s donation forms integrate with secure payment processors like Stripe and Authorize.Net and push clean, reliable data directly into Salesforce for better reporting and stewardship.
- Build strong relationships with donors and program participants. From follow-up emails to satisfaction surveys, FormAssembly helps you collect feedback and automate communication to keep your constituents engaged and informed.
How FormAssembly + Salesforce Work Together
Here’s how nonprofits are already using this integration to streamline workflows and increase impact:
- Program Applications: Accept and manage program or volunteer applications with forms that route data directly into Salesforce for faster processing and better data accuracy.
- Online Donations: Embed a branded, multi-step donation form on your website to support one-time and recurring gifts, all securely tracked in Salesforce.
- Feedback Collection: Use post-program surveys and automated thank-you messages to gather insights and show appreciation – all without manual follow-up.
Real-World Use Cases
Here are some practical examples of how nonprofit organizations can put these tools to work:
- A multi-step donation form embedded on a website helps simplify the donor experience while capturing clean, secure data.
- A program intake application built with conditional logic streamlines onboarding and enables automated triage in Salesforce.
- Feedback surveys sent at key moments gather critical insights that support continuous improvement and impact reporting.
Final Thoughts
Nonprofits don’t have time to waste on inefficient systems. With the right tools in place, they don’t have to! FormAssembly + Salesforce empower mission-driven teams to streamline operations, boost fundraising, and deepen engagement with the people they serve.
