FormAssembly Team

Automated Data Collection for Growing Teams

Scale Securely with Efficient Data Processes

Achieve Operational Efficiency

Automate data collection, processing, and form follow-up with workflows.

Ensure Secure Processes

Enhance security and user experience with SSO and Respondent Authentication.

Scale As You Grow

Add as many new licenses as necessary and Team effortlessly expands to meet your needs.

Perfect for Teams Who Need:

  • Single workgroup data collection and processing
  • Workflow automation to handle the repetitive tasks
  • Flexibility to add users over time

Team Highlights

Multiple Users

Add users, enable collaboration, and manage data access with robust permission controls.

Visual Process Builder

Automate manual processes with a no-code workflow builder that can handle any use case.

Form Analytics

Monitor form performance down to the field level, identify bottlenecks and prevent form drop-off.

Approval Processes

Streamline your approval processes with automated notifications, task reminders, and easy administration.

See Full Feature List

Watch: How Two Organizations Streamlined Salesforce Data Collection

Discover how Clicks 2 Code and the Olin Business School optimized processes with Salesforce-connected web forms.

See Team in Action

Award-Winning Support Dedicated to Your Success

  • 96% customer satisfaction score
  • 2023 Stevie Award winning support team
  • Upgradeable success plans available

case study

Maximizing Process Efficiency with Integrated Salesforce Data Collection

“FormAssembly is saving us time and money across the board. The dynamic and powerful connection to Salesforce is second to none. The real-time sync works incredibly well, and it’s a great experience overall.”

Jay Street, Student Data Management Specialist, The Master’s University

But Wait…

Team may not be for you if:

  • You have strict privacy, compliance and security requirements, such as HIPAA
  • You require custom contract and/or service level agreements
  • You plan to expand your use of FormAssembly to multiple workgroups or departments