Prefill Forms: Deliver a Faster, Smarter Form Experience


Cut down on form fatigue and streamline user journeys. With FormAssembly’s Prefill feature, you can automatically populate form fields using known data from Salesforce, HubSpot, URLs, or hidden fields, making every form feel faster, easier, and more personal.

Use the Data You Have to Speed Up the Process

Key Benefits

Users shouldn’t have to re-enter information you already know. With Prefill, you reduce friction, improve accuracy, and increase form completion rates.

Higher Education

Prefill student data in enrollment or evaluation forms to save time and avoid duplicates.

Sales & Marketing

Auto-fill demo request or event registration forms with contact and account details.

Healthcare

Prefill patient records to simplify intake and ensure accurate clinical information.

Nonprofits

Streamline appeals and renewal forms with donor name, giving history, and contact info.

Internal Ops

Save time by pre-populating employee fields in HR, IT, or policy forms.

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Check out FormAssembly’s other features

From approval workflows to document generation, we’ve got you covered.

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Prefill Options for Every Workflow

Automatically Pull in Data From the Right Source, Every Time

FormAssembly supports multiple prefill methods, allowing you to tailor each form experience to the user and the system you’re working with.

Salesforce Prefill

Use real-time lookups to pull data from standard or custom objects.

HubSpot Prefill

Load CRM data directly into forms using contact or custom object information.

URL Parameters

Pass values from emails or webpages directly into form fields.

Hidden Fields

Transfer data between forms or across steps without user input.

Conditional Logic

Dynamically show or hide form elements based on prefilled responses.

Visual Builder

Set up and manage prefill rules with no code required.

Salesforce admin integration web forms to Salesforce

Why Choose FormAssembly?


Unlike basic form tools, FormAssembly delivers secure, flexible, and CRM-integrated prefill options that adapt to your needs.

  • Dynamic UX: Use prefilled data to personalize each form experience.
  • Secure handling: Fully compliant with HIPAA, GDPR, SOC 2, and FedRAMP standards.
  • Real-time CRM sync: Native push + pull capabilities with Salesforce.
  • Scalable management: Launch and manage prefilled forms across departments or business units.
  • No-code friendly: Easy for admins, powerful enough for developers.

See FormAssembly in Action

Whether you’re building a quick survey or a highly customized workflow, FormAssembly meets you where you are – and grows with you.
Request a demo today to see how flexible form building can transform the way your team works.

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