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Upcoming Webinars
Feb 26 2:00 pm EST
The Power of Prefill: How to Make the Most of Salesforce Workflow Connector Capabilities
When it comes to digital forms, prefill can dramatically streamline data collection and improve your customer’s experience. But with FormAssembly’s recently-launched Salesforce Workflow Connector, the prefill capabilities are much more powerful. In this training session, we’ll break down how prefill works within the Salesforce Workflow Connector, how it differs from form-level prefill, and how to […]
Looking to expand your data collection knowledge or gain work productivity tips from industry professionals? Browse our library of on-demand webinars.
General
Squeaky-Clean Data: Using Validation Tools to Boost Your Business-Critical Forms
Pulling in clean, reliable data is an essential part of operating your business. But clean data starts with smart forms. In this webinar, you’ll learn how to use FormAssembly’s validation tools to prevent errors, guide users, and ensure your data collection goes from garbage in to squeaky-clean hygiene. We’ll cover: Whether you’re new to FormAssembly […]
Choosing the Right Data Collection Partner: Real World Insights from Real Customers
What really makes a forms-based data collection tool the right choice for the long haul? Join us on July 17 for a data-based analysis of how top form tools stack up, and what actually drives satisfaction, renewals, and results. InfoTech analyst Emily Wright will walk through real user insights from the SoftwareReviews platform, highlighting what […]
Take Charge: How to Create the Best Payment and Donation Forms for Your Org
If your team relies on forms that collect payments or donations (or will in the future), don’t miss this session! Join us as we demonstrate how to build interactive forms that are responsive to payment or donation needs — calculating totals, processing payments, and more. Our experts will also explore forms and FormAssembly workflows that […]
Data Collection in 2025: Insights, Trends, and What Comes Next
Join us on June 17th at 2 PM ET to explore the findings of our new report, “Data Collection in 2025.” Discover the key challenges organizations face in managing today’s growing data streams and learn how automation can bridge the gap between business needs and data realities. Based on a survey of over 400 professionals, […]
Smarter, Better, Faster Forms: How to Make the Most of Conditional Logic
Think you’re getting the most out of your most-used FormAssembly forms? Think again! This webinar will make even the most tried-and-true forms smarter, better, and more responsive thanks to conditional logic — easy additions you can make to your forms that truly help them perform. Watch as we introduce some of our favorite conditional logic […]
Garbage In, Garbage Out: Why Clean Data is the Secret to Salesforce Success
Maintaining data quality has been a consistent challenge for Salesforce admins everywhere. Validating data, de-duping, and enriching tasks keep CRM managers busy, no matter their field. But with the advent of AgentForce – your data quality is in the spotlight like never before. Is it consistent and complete? Is it agent accessible? Is it ready […]
Higher Ed Data Management: Simplifying Processes, Improving Experiences
In higher education institutions, data can drive processes forward, or slow down critical functions. From student applications to alumni donations, the quality of the data your institution collects and manages is crucial to school operations. In this webinar, hear from higher ed data experts, university CRM directors and solution implementation consultants on how they leverage […]
FormAssembly’s Latest Enhancements: Unleash Advanced Automation, Document Generation, and new CRM Integrations
Join our Webinar: Unlock the Power of FormAssembly’s New Features Discover how FormAssembly’s redesigned Salesforce connector and new HubSpot connector, along with major Workflow automation builder updates, can revolutionize your data workflows. Learn how to: Plus: Get a sneak peek of upcoming esignature capabilities in Workflow.
Mastering your Salesforce Data: Tricks, and Tools to Become a Data Hero
Every week, Salesforce admins battle bad data, spending hours on manual fixes—yet 60% still struggle with accuracy. Quick fixes aren’t solving the problem. They’re draining your time, your budget, and your impact. But with the right tools, you can become the hero your organization needs. Want to learn how? Then this webinar is for you. […]