WHERE MISSION-CRITICAL DATA BEGINS

Built for the Data You Depend On

Power your organization with clean data
and a platform that makes automation easier, smarter, and more secure.

Data issues don’t start in your CRM

Incomplete submissions, manual follow-ups, compliance gaps, and fragile integrations slow teams down and increase risk. By the time bad data reaches your systems of record, it’s already expensive to fix and difficult to trust. The most reliable way to reduce risk and unreliable analytics or AI outcomes is to get data right at the moment it’s collected.

Turn secure forms into reliable workflows

When compliance matters and integrations can’t fail, FormAssembly ensures data is handled correctly from the moment it’s submitted. Secure forms and governed workflows route structured, validated information directly into Salesforce and other systems of record, improving data quality, reducing integration friction, and maximizing the value of your CRM and AI efforts.

Maximize your Salesforce and AI investments

Agentforce is raising expectations for Salesforce Admins and Architects, but it is only as effective as the data behind it. FormAssembly ensures validated data enters Salesforce correctly at submission, protecting data integrity at scale and driving better workflows, faster deployments, and stronger AI performance.

Built to handle any process, from simple to sophisticated

Clean, compliant data from the start

Apply validation, structure, and security controls at submission so information enters Salesforce and other systems of record correctly the first time. From simple forms to sophisticated workflows, data starts clean and stays reliable.

Move faster without losing control

Fai, our agentic AI assistant, guides complex forms and workflows into place quickly. Reduce setup time and dependency on experts while keeping people in control of rules, reviews, and approvals.

Adapt without disruption

Evolve your data collection as needs change. Connect forms, people, and systems into a single intake process that scales with volume and complexity without breaking what works.

Data humans and AI can rely on

Analytics and automation depend on trusted inputs. Capture information with the structure and safeguards needed to support reporting, automation, and AI initiatives with confidence.

Trusted by 5,500+ teams managing complex data workflows

Organizations across highly regulated and data-driven industries rely on FormAssembly to manage mission-critical data collection securely and at scale — including workflows involving sensitive information such as PHI, PII, and CUI.

Healthcare

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Higher Education

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Financial Services

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Government & Public Sector

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Nonprofit Organizations

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Marketing

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One platform. Endless mission-critical use cases.

Salesforce-connected lead capture and qualification

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Convert paper forms, PDFs and more into secure web forms

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Secure internal requests that replace email and spreadsheets

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Contract and agreement workflows with document generation and eSignature

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Regulated data collection across departments

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SAML, CAS & LDAP for enterprise-ready authentication

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Certified to meet the highest standards of security and compliance

Seamlessly connected to the systems that power your business

Structured, validated data delivered reliably into Salesforce and the platforms your business depends on so your systems perform the way they were designed to.

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AI to get you from idea to implementation

Imagine, your teams can describe what data they need to collect and let FormAssembly do the rest.

FormAssembly’s AI Assistant, Fai, acts like a built-in consultant, helping teams design sophisticated workflows quickly without deep technical expertise. The result is faster time to value, lower maintenance, and confidence that complexity is handled correctly from the start.

Proof of the FormAssembly Difference

Keep pace with high-volume data collection

The Boston Marathon manages qualification across multiple sub-races and complex eligibility rules. FormAssembly supports sophisticated conditional workflows that ensure every submission is validated correctly before it reaches Salesforce.

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Replacing paper with better volunteer experiences

A national nonprofit replaced paper-based processes with secure Salesforce-connected forms, improving the volunteer application experience while reducing administrative overhead across local chapters.

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One platform for data collection across campus

The University of Michigan consolidated fragmented form tools into a single governed platform, giving teams across the institution a secure, standardized way to collect and manage critical data.

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Ready to get data collection right?