How can you connect data across systems without wasting time on manual work?
If your business data is scattered across platforms – sales in one system, marketing in another, and operations in three more – you’re not alone. But disjointed systems lead to inefficiencies, errors, and lost productivity.
The solution? Seamless integrations that eliminate data silos and automate your workflows.
With FormAssembly, you can unify your tech stack and streamline operations by connecting forms directly to Salesforce, marketing platforms, payment processors, and productivity tools. No more copying, pasting, or second-guessing your data – just accurate, secure information flowing exactly where it needs to go.
In this post, you’ll learn how FormAssembly’s integration capabilities help you:
- Sync and standardize data across your business,
- Improve accuracy and compliance,
- And unlock time-saving automation across every team.
Let’s explore how integration can be the key to higher efficiency and real business growth.
Integration Architecture: How FormAssembly Connects Your Tech Stack
FormAssembly is built with seamless data collection, automation, and collaboration in mind. We believe your forms should integrate uninterrupted with Salesforce, Excel, and the rest of your data ecosystem.
By setting up powerful integrations and automated workflows, your data can flow between systems with centralized data management, allowing for better data governance and stronger security to protect that data.
FormAssembly’s integrations allow for secure form connections and the implementation of real-time data updates across multiple platforms. Here are some of the capabilities that make this possible:
- Bidirectional Salesforce Integration – Sync form data with Salesforce, updating records automatically.
- Prefill Forms – Populate fields with existing data for accuracy and efficiency.
- Form Analytics – Track user interactions, abandonment rates, and error codes, allowing you to optimize your forms and data systems based on performance.
- Salesforce Dynamic Picklists – Pull live dropdown values from Salesforce for dynamic user experiences that cut down on time and effort spent filling forms.
- Payment Integrations – Accept payments via Stripe, PayPal, Authorize.net, and more.
- Sync with Spreadsheets – Connect form responses to Google Sheets or Microsoft Excel for deeper insights.
Salesforce Integrations: Automating Data Flow for Business Growth
As the core for your powerful sales operations, your CMS needs to be set up with proper data flows. FormAssembly’s integrations with Salesforce help you build data collection workflows that can update and search your existing records, keep your information clean and accurate, and simplify your business processes.
FormAssembly’s Salesforce integrations include:
- Salesforce Submit Connector: Create or update any Salesforce object with your web forms.
- Salesforce Community Cloud: Collect data from your Salesforce Experience Cloud Site members by embedding your form in a Salesforce Experience Cloud Site.
- Marketing Cloud Account Engagement: Collect and process prospect data, automating personalized marketing and strengthening your prospect relationships.
- Salesforce Prefill Connector: Seamlessly connect your systems to automatically identify users, prefill forms with existing Salesforce data, and eliminate redundant data entry.
- Salesforce Marketing Cloud: Sync live data into Marketing Cloud for up-to-date lead generation, qualification, and routing.
Salesforce is just one step in your sales journey, but when done right, it can have a broad impact. Take this example from Big Brothers Big Sisters (BBBS) of America, for instance. With more than 140 chapters, limited budget nationwide, and a scrappy staff needing to juggle multiple priorities across the organization, BBBS was in need of automated systems that managed their data collection so they could focus on what was most important: the kids they serve and the volunteers that help make a difference.
BBBS set up data collection with FormAssembly that built paperless workflows, including form templates, Salesforce prefill connector, localization for language translation, and email notifications for chapter leads that were unable to access Salesforce. Integrating their sales pipeline with FormAssembly helped BBBS streamline processes and save 30 minutes of processing time on each application. BBBS chapters also experienced financial benefits, including one chapter that saved $8,000 in annual costs.
Beyond Salesforce: Enhancing Your Marketing Ecosystem
Chances are, your marketing tech stack only uses Salesforce as one touchpoint. That means you need data flows that connect all your prospects, leads, and closed customers across all the tools you’re using. FormAssembly helps optimize that across all your marketing tools, from capture to qualification to analysis.
FormAssembly connects with top marketing tools to help you build campaigns that are data-driven, personalized for your marketing segments, and optimized to help you hit your OKRs, including:
- GoToWebinar: Connect your FormAssembly forms to GoToWebinar and Pardot to streamline the webinar registration process.
- Mailchimp: Create subscribers or Mailchimp groups with FormAssembly’s HTTPS Connector.
- AWeber: Set up data-rich forms to enrich your email sign-ups and integrate your lead generation across marketing platforms.
- Adobe Marketo Measure (FKA Bizible): Collect enriched tracking and attribution information in your forms, including web source, medium, keyword, and more.
- CapsuleCRM: Enhance Capsule’s out-of-the-box lead form with a FormAssembly form that captures all the lead information you need, and integrate that data back into CapsuleCRM.
From form submission to marketing automation, integrations improve lead capture and qualification by enriching the data you collect. This means your data is in the right place to track your marketing journey at every stage of the funnel, from capture to conversion, and you can lean on data-driven insights when it comes time for analysis.
Streamlining Financial Operations with Payment Integrations
Collecting payment shouldn’t be a pain point for you or your customers. FormAssembly’s rich payment integration makes your life a breeze, giving your customers quick, secure, and easy payment options across the top payment processors:
Not only can your customers use the payment providers they’re familiar with, they can rest assured their payment information is safe and secure in these trusted processors. That enables your business to set up one-time and recurring payments, enable subscription models, and even open the door for donation portals.
Productivity Boosters: Connecting Your Everyday Tools
FormAssembly’s benefits aren’t just limited to customers. Your organization can utilize FormAssembly integrations to support collaboration both within teams and across departments. Workflow automation helps connect your tools and make sure your systems talk to each other, improving efficiency and driving results.
FormAssembly integrates with the top tools in sales CRM, marketing technology, business intelligence, and productivity, including:
- Drupal
- Google Drive
- Google Sheets
- Microsoft Excel
- Microsoft SharePoint
- HTTPS Connector
- Webhook Connector
- WordPress
- TaskRay
- Dropbox and Box
- OnceHub
Utilizing smart integrated workflows, your team can save time and connect directly with one another across file-sharing, data analytics, task management, calendar scheduling, and so much more.
FormAssembly Integrations: Integrated, Automated, and Secure
With so many integrations to choose from, how do you know where to start? It helps to build out a mission statement that outlines the problem you’re hoping to solve. Maybe you need to cut time on tedious workflows or streamline your payment processing. Starting by assessing your organization’s pain points will help you identify your integration needs.
Once you’ve identified your needs, it’s time to map out your tech stack and see how FormAssembly can integrate across the tools you’re already using, from Google Sheets to Mailchimp to Salesforce. Envision a world where every team and tool is connected, and think about how powerful your processes can be!
We’re here to help every step of the way, with guided training and best practices that help you plan, implement, and prioritize your integrations, and in-depth webinars that help you envision how you can use FormAssembly for future growth and adaptation. It’s time to take your organization into the future – let’s make it seamless!
Ready to eliminate data silos and transform your organization’s efficiency? Schedule a personalized demo today to see how FormAssembly’s integrations can connect your critical systems and automate your workflows.
