TEAM

Automated Data Collection for Growing Teams

Scalable, secure web forms

Perfect for dynamic teams

  • 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 and map manual processes with a visual no-code workflow builder for 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 flow

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

See Team LIVE

Award-winning support dedicated to your success

  • 96% customer satisfaction score
  • 2024 Stevie Award-winning support team
  • Custom success plans available for purchase

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

NEED MORE?

Signs that Team might not be enough…

  • 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