No matter where you work, you navigate process, data, and organizational hurdles that interfere with achieving business goals every day. The good news is, there’s a solution that can save time, reduce manual data entry, and transfer information safely to the many different programs you use.

Introducing: FormAssembly, the #1 web form solution for Salesforce. It’s powerful enough to handle all of the form creation and data collection needs of companies with thousands of employees, while still flexible enough that you can personalize it to your exact situation. If you need more reasons to start streamlining processes and optimizing data collection with Formassembly, we’ve compiled 11 examples of why our customers love and use FormAssembly to improve their organization’s workflow on a daily basis.

1. Customers Love (Yes, Love) Our Support Team

It isn’t often that you hear people talk about how much they love technical support. But we frequently receive rave reviews on our support team on Twitter, at tradeshows, and by email. We have earned our positive reputation by providing prompt, friendly issue resolution for customers that use FormAssembly to power key workflows and business processes. The skill and speed of our support team allows large companies to avoid any lull in productivity and continue meeting their own internal deadlines and goals.

How do we create a support team that our customers love? It’s all about finding the right people and taking the time to train them. Our in-depth training process covers all aspects of FormAssembly and gives new employees experience on the backend and user side of our tool. On a daily basis, our support team stays in constant communication. This collaboration helps us find the best, fastest solutions to your questions.

At FormAssembly you won’t get generic support. You’ll get attentive, friendly assistance from a team who can help because they use our solution themselves—every day.

Here are a few quick facts about our support:

  • We worked over 24,000 support cases in 2017
  • Our average initial response time for email support tickets from January through May 2018 was 1.4 hours
  • We’re currently maintaining a 97% customer satisfaction rate.

Customer Story:




Getting acclimated to FormAssembly was a fairly quick process for Spark Program, but Michael Kolodner, Director of Information Systems, shared that the Support team has always been available for quick responses and helpful answers. When a certain form field was giving him confusing results, he contacted FormAssembly Support for a solution.

“Support pounded away at it for several days, and we got there. I really appreciate that and was really pleased that I was able to get that level of support,” Kolodner said.

2. We’re Obsessed With Data Security

The reality of the need for increasingly sophisticated data security isn’t lost on us. Our customers use FormAssembly forms to collect a wide variety of data types, ranging from non-sensitive information to highly sensitive healthcare-related data. We take security very seriously and have multiple measures in place to ensure that we keep our customers, their stakeholders, and their data safe:

  • Vendor Selection: We identify and work with trustworthy partners by adhering to a strict vendor evaluation process.
  • Data Access: By default, we do not allow customer data access, and we avoid the possibility of a customer privacy breach by only allowing access to customer data on an as-needed basis and only with prior customer consent.
  • Employee Training: Every new employee is trained on security and privacy and are required to sign security training completion statement. Training is ongoing, and we specifically stress secure coding practices for our developers.
  • Third-Party Audits: We hire third-party auditors to audit our policies and procedures, and perform penetration tests.
    Software: We use sophisticated software that identifies potential vulnerabilities through static and dynamic source code analysis.
  • GDPR/HIPAA Compliance, PCI DSS Level 1 Certification: Our robust security practices satisfy the requirements of the EU’s General Data Protection Regulation (GDPR), HIPAA Compliance and PCI DSS Level 1 Certification (for certain Enterprise-level plans).
  • Backup and Data Retention: All backups are encrypted with a strict retention policy.
  • Dedicated ISO and Security Management Team: This team uses various automated tools and manual penetration and scanning tools to keep on top of vulnerability management and malicious activity. We also use a bug bounty program to keep abreast of any potential security vulnerabilities.

Customer Story:


Clients large and small trust FormAssembly and our excellent uptime (99.9% in 2017) to transmit their data securely. Adam Smeets, Director of University Information Systems for Dominican University, noted that our security gives them peace of mind that confidential information stays safe and secure:

“For example, students who want to apply to be teaching assistants in the classroom — that data needs to be secure. With FormAssembly, security is clearly defined and protected, specifically with the data we’re collecting and storing,” said Adam.

3. We Offer Unparalleled, Seamless Integration with Salesforce

Our Salesforce Connector is kind of like our signature dance move. This feature allows you to automatically send just about any information into Salesforce with a few quick setup steps. Think, Web to Anything. Adding leads? Yes, you can do that. Updating contacts? Yep, that too. Prefilling from Salesforce, attaching files to Salesforce records, and sending data to custom objects and fields as well as objects from your favorite AppExchange apps? Check, check, check.

With this connector, businesses reduce the need to manually add and update information in Salesforce, eliminating the stress of human error and duplicate information complications. With FormAssembly, data goes where it’s supposed to and can stay updated, with a few clicks in our Salesforce Connector.

Customer Story:




Many of our customers use the Salesforce Connector to power all kinds of processes. Maryville University uses the Salesforce Connector for student information requests, enrollment processes, admission decision forms and more. FormAssembly and the Salesforce Connector have simplified processes for staff at Maryville University while simultaneously improving the student experience.

“We all know how important it is to keep CRM data clean, and FormAssembly has helped us in this effort. We’ve automated and standardized much of the data input into our CRM (Salesforce) through forms, while making the experience easier for our users and prospective students.” – Brian Heger, Associate Director of Communications, Office of Admissions, Maryville University

4. FormAssembly Helps You Get IT on Your Side

Which department is tasked keeping your company secure and compliant? Who has to fix the problems when your data collection practices are found to be lacking? The answer to both is IT.

With FormAssembly as a centralized data collection solution, IT can maintain much-needed oversight of the data collection process, and avoid the potential consequences of using multiple different methods (not all of them secure) of collecting and storing information.

Additionally, the sophistication of our security program and strength of our product allows IT to successfully conduct any security, legal or compliance-related reviews without a hitch.

5. Replace Paper Forms With Web Forms

Countless businesses spend time and resources using paper-based processes for hiring, evaluation, training, and more. Companies may find themselves stuck using PDF forms they have to print, have manually completed, and then spend time entering the data into any given system. The costs of paper, including printing, copying, and filing can add up over time, resulting in unnecessary, large sums of money spent by businesses.

For examples, paper costs only center per sheet, but the average employee uses 10,00 sheets a year. This, in addition to other costs for managing paper, amounts to a big spend for companies. (Printed forms cost U.S. companies more than $120 billion annually.)

FormAssembly allows companies and departments to escape the paper prison and move to a faster, simpler, more elegant form solution. Our forms are secure and easy to modify based on any specific business need. E-signature capabilities eliminate the need for a physical ink signature from form respondents.

6. FormAssembly’s Payment Integrations Make Online Transactions Simple

Every day we watch our customers innovate with FormAssembly, which is why we do our best to increase integrations, build partnerships, and highlight use cases surrounding the most popular opportunities. For instance, FormAssembly’s integrations with payment platforms like PayPal, Stripe, and Authorize.Net make it a perfect system to help you collect payments.

With our payment integrations, you can collect donations for your organization, accept payment for events, implement an invoicing system, set-up recurring payments, or enable lightweight ecommerce. Like all of our integrations, the payment connectors are simple to set-up and use.

Customer Story:





CARDSITE, a digital business card company, uses FormAssembly forms to help power their business cards. In addition to other features, CARDSITE creator Adam Taylor, appreciates being able to use the PayPal connector to allow payments to be processed from people’s business cards. Read the full case study.

7. You Don’t Have to Be a Developer to Do a Lot With FormAssembly

FormAssembly isn’t just a simple form builder. Beyond our drag-and-drop user interface , we offer advanced usage opportunities, like forms that prefill your information, forms with multiple pages, forms with options that change based on your answers, and forms that respondents can save and continue editing later. These features (along with advanced branding abilities and brand new, modern theme options) allow users to make forms that do exactly what they want and maintain brand consistency.

Customer Story:



NPower, a nonprofit organization focused on creating “pathways to economic prosperity by launching digital careers for military veterans and young adults” shows the kind of complex forms that are possible by making use of the Conditional Logic features. NPower’s forms display questions and details conditionally depending on what program an applicant selects. If an applicant doesn’t fit the training program requirements, NPower can also halt the application and suggest other resources that may be more fitting.

8. Is Self-Service More Your Style? We’ve Got You Covered.

Many of our users like to solve their questions without assistance. To accommodate this self-service style, we offer a huge (and we mean HUGE) training and resource database filled with instructional articles and videos. The Resource Center is updated frequently and includes topics on all aspects of the Form Builder and our many connectors.

We have over 400 instructional articles and videos and our blog is full of helpful tips and examples of how to use FormAssembly in your organization.

“FormAssembly’s documentation is invaluable when it comes to creating and connecting forms because it is organized, up-to-date and extremely thorough. They have made it incredibly easy to find anything that you would need in their documentation library. I have been using FormAssembly for about 3 years now and I sometimes come across an obscure question and I can simply type the question in the search engine and find the exact resource I need.” – Kortney Cervantes, Certified Salesforce Consultant, Cloud Giants

9. We’re Nonprofit-Friendly

FormAssembly is sensitive to the budget constraints and needs of nonprofits, and we are proud to be able to serve many prominent organizations including Polaris, OneGoal, and Habitat for Humanity. We understand that you are out there changing the world—literally. That’s why we offer a 20% discount to all nonprofits, ensures that the vast capabilities of our Form Builder are available to all organizations.

Customer Story:




Polaris is a nonprofit that provides a variety of services aimed at fighting human trafficking around the world. They use FormAssembly in a number of ways, including streamlining the process for service provider applications, receiving product feedback on their Global Modern Slavery Directory, and gathering information on client needs.

10. You Can Improve Your Data Governance

Data governance continues to be a focus for businesses in 2018. According to a report from Redgate Software, nearly 80 percent of surveyed professionals had put a data governance plan in place or had plans to do so in a two-year timeframe.

As you work on building or improving upon your organization’s own data governance strategy, consider the benefits of using FormAssembly:

  • Compliance/Security: FormAssembly is HIPAA compliant and PCI DSS Level 1 certified (on Compliance Cloud plans) and GDPR compliant.
  • Data Quality: Built into our product are features such as in-form validation and smart Salesforce Connector logic that help to uphold data quality across the board. By ensuring your forms collect the right data in the right format, we head off frustrating and time consuming issues for your admins.
  • Data Access: Newly released response search makes it even easier to find the data you need when you need it.
  • Data Connection: Our unmatched Salesforce connector, helps your organization leverage data better by reducing silos and improving transparency.

11. The FormAssembly iOS App (Offline Capabilities, Anyone?)

It’s in our DNA to constantly grow and improve at FormAssembly: A better user experience, better (and increased!) features, better support—you name it. One of our latest developments is the FormAssembly iOS app, which lets you collect data in your forms from anywhere with or without an internet connection.

Our customers have responsibilities that span beyond their office walls, which often means limited access to WiFi or organizational systems. With the FormAssembly app, you can collect data on service calls, in the field, at events, or virtually anywhere else. When you have internet access again, you can easily sync the collected data to your account. How could you use offline data collection in your business? Download the app and level up your FormAssembly use today.

You don’t have to accept disorganization and clutter in your business. You don’t have to go through the frustration of another mile-long email chain just to complete a simple business process. You don’t have to spend hours entering simple information into Salesforce. FormAssembly simplifies and streamlines complex workflows, no matter how large a company is or how many people are involved in a process. All in all, FormAssembly is a smart choice for collecting critical business data and integrating it with other systems you rely on.

The truth is, there isn’t a lot that FormAssembly can’t do.

Start organizing and streamlining your work with web forms today.

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