FormAssembly is rolling out powerful updates designed to help organizations streamline integrations, generate documents seamlessly, and enhance workflow security. With a completely reengineered Salesforce connector, brand-new HubSpot integration, and built-in document generation tool, users can create secure, efficient data flows without relying on custom code or third-party tools.
Watch the clip below from our annual virtual user conference, FormFest, to learn more, or read on for a recap.
Data Collection Is Just the Beginning
Organizations today aren’t just collecting data – they need to move it, transform it, and act on it securely and efficiently.
At this year’s FormFest, we shared how we are leveling up our platform to meet these needs, starting with a rock-solid foundation and extending into exciting new features for 2025.
Built for the Future: Next-Gen Connectors
Connector Framework Reimagined
At FormAssembly, we spent 2024 building a next-generation connector framework, focused on native, in-house development. These aren’t off-the-shelf integrations – they’re deeply embedded into the FormAssembly workflow engine.
Why this matters:
- Our connectors are built specifically for complex business logic and dynamic data mapping
- Enterprise-grade compliance is baked in (HIPAA, SOC 2, GDPR, etc.)
- Our product is reliable at scale – built on the same infrastructure handling millions of secure submissions annually
Introducing the New Salesforce Connector
Salesforce remains one of the most critical integrations for FormAssembly customers, and it just got a major overhaul.
Key Improvements:
- Support for Composite API
→ Fewer API calls, faster processing, and rollback support for cleaner data integrity - Multi-Form Support
→ Consolidate data from multiple forms into a single workflow - Unified Connector for Prefill + Submit
→ Manage everything in one place for simplified configuration - Streamlined Business Logic UI
→ Visual configuration with action dependencies, no complex formulas required - Automatic API Syncing
→ Stays current with Salesforce updates—no more waiting on patches - Advanced Error Handling
→ Choose how to handle and display Salesforce errors, and reroute workflows as needed - Workflow-Native Variables
→ Store and reuse data between steps—no hidden fields required
This new connector is now available as part of the Salesforce Add-On Package for Teams and above plans.
New Feature Spotlight: Workflow Replay
Workflow replay allows users to re-run steps in a workflow; this is ideal for long or externally dependent processes. It adds resilience to automations, helping to:
- Troubleshoot errors without starting over
- Make updates mid-process
- Minimize data loss during interruptions
Form Security Gets a Boost
Coming soon: Respondent authentication within workflows
This feature will allow users to restrict access to specific parts of a process, boosting security for sensitive data collection. This is perfect for legal, HR, or compliance-heavy use cases.
Now Live: Built-In Document Generation
One of the most exciting updates FormAssembly is rolling out in 2025 is document generation, which is now available for Teams and above plans.
What document generation can do:
- Generate branded documents like quotes, receipts, agreements, or letters
- Use uploaded templates with mapped data fields
- Eliminate the need for third-party tools, scripts, or separate platforms
- Ensure everything runs securely with FormAssembly’s existing compliance infrastructure
Common use cases:
- Donation confirmations
- Event tickets or passes
- HR onboarding documents
- Invoices and certificates
With this new feature, document creation becomes a seamless, secure part of workflows – no extra tools or complexity required.
Coming Soon: HubSpot Integration
FormAssembly is expanding into new ecosystems, starting with the launch of the HubSpot Connector – a major step for marketing and customer success teams.
What to Expect:
- Fast setup for dynamic, personalized forms
- Seamless push and prefill workflows
- No need for custom code or middleware
- Trusted FormAssembly security and scalability
This addition opens the door for users in modern CRM environments to simplify their data collection and processing like never before.
FormAssembly: Built for What’s Next
FormAssembly continues to evolve from a form builder into a full-scale data workflow platform, and these new features prove it:
- Enterprise-ready integrations
- End-to-end document workflows
- Workflow resiliency and control
- Expansion into major CRM platforms like HubSpot
Whether you’re already using FormAssembly or just exploring your options, these updates show a clear commitment to power, flexibility, and trust in 2025 and beyond.
