FormAssembly Reviews & Insights

Score8.6 out of 10

42 Reviews and Ratings

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FormAssembly

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Community insights

TrustRadius Insights for FormAssembly are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

SalesForce integration: Many users have praised the SalesForce integration, with some stating that it is robust and versatile. Users appreciate the ability to map specific fields with form values and utilize detailed formulas. The option to bypass assignment rules on a per-form basis and create customized logic for various actions such as creating cases or leads has also been highly valued by reviewers.

Simplicity of form creation process: Reviewers frequently mention the simplicity and intuitiveness of the form creation process. Over the years, the platform has improved its drag and drop interface, making it quick and easy to edit forms. The ability to assign values to fields simplifies conditional form building, which has been well received by users. Overall, reviewers find the form builder to be very well done and easy to use.

Customization options for viewing responses: Many users appreciate the customization options available for viewing responses. They highlight that it is possible to choose which columns show up in the response window, making it easy to find records at a glance. Additionally, they like the option to quickly download all responses to Excel for efficient management and organization of form data.

Reviews

31 Reviews

Excellent Tool for Forms and Workflows

Rating: 9 out of 10

Incentivized

October 6, 2025

Use Cases and Deployment Scope

Our main use of FormAssembly is for our lead form, which we put on our website landing pages and share with our lead vendor. This allows us to have one main front door into our Salesforce org. We also have an internal lead form that our staff use to fill out when speaking to leads on the phone. There are a few other forms and workflows in our organization that I'm excited to eventually move into FormAssembly. This will make the processes easier for both our staff and customers, and improve data integrity as we can connect the forms to Salesforce.

Pros

Easy basic form-building
Easy integration (Salesforce)
Helpful knowledge base

Cons

The option for an occasional call and screenshare would be nice.
Administration and setup (user management, granting access, etc.) could be simpler
While a basic form is easy to build, I wish customization (text, size, placement, etc.) were easier without knowing CSS.
It would be helpful to be able to subscribe to reports - that is, instead of manually downloading a CSV each week, receiving an email with the list of responses specified.

Likelihood to Recommend

FormAssembly has worked very well for our organization and has met our needs so far. It seems to be one of the top choices for organizations that use Salesforce as their CRM. I would give it a 9 and not a 10 only because I don't know the competition and because of the areas of improvement that I listed previously.

James Whittemore

Salesforce Administrator in Information Technology at Los Angeles Pacific University (51-200 employees)

Vetted Review

3 years of experience

The ROI-Driven Tool That Saved Us 97000 Sheets of Paper.

Rating: 9 out of 10

Incentivized

October 5, 2025

Use Cases and Deployment Scope

The majority of our usage is digitizing our forms, especially without clinical teams. We have Clinical assessment forms like the Braden Scale, Abbey Pain Scale Management, Delirium Screening, FRAT Assessment, Oral Health Assessment, Cornell Scale Assessment, Resident Risk Assessment, Bed Rail Assessment, and so much more. Other usage is for our staff to update their own records without having to log in to Salesforce, which gives them a much convenient way to update their own records.

Pros

Salesforce Integration.
LookUp Fields.
Easy Connectors understanding.

Cons

Easier Page customization.
More Aesthetic templates.
CSS editing isn't for all users.

Likelihood to Recommend

Digitizing your company's physical paper transactions. Once digitized, your staff/users can easily access it with their mobiles or anything that has a browser. This gives them convenience and saves paper waste. Some scenarios I think are when some people would like to treat from assembly as a document signing platform like DocuSign or Conva.

Verified User

Administrator in Information Technology (201-500 employees)

Vetted Review

4 years of experience

Great for Salesforce orgs and data hygiene

Rating: 10 out of 10

Incentivized

October 3, 2025

Use Cases and Deployment Scope

It's great at letting our program participants enter their own data that then flows conditionally to our Salesforce org. We validate data on the front end, in FormAssembly, before Salesforce even sees it.

Pros

Salesforce Connector
Visual branding and theming
Data validation
Response review and tracking
Customer service

Cons

Integrations with other databases (we use Sage Intacct for finance)
More centralized/blanket meta-management of forms
Webinars are often skimpy on instructional content and frequently feel more like commercials
Would be great to establish Salesforce Connector Groups or references that can be applied to multiple forms at once -- it's a pain to reestablish user credentials on each and every single credential when our goal is to use a single service account on all of them.

Likelihood to Recommend

FormAssembly is great for front-facing form entries where sophisticated back-end logic might be useful, or where data transformation could help with hygiene in a destination database. We love the Salesforce Prefill Connector that ensures our form fillers are always using the most current available picklist options and lookups when adding data to our database.

Unfortunately, we have found that the relative absence of other kinds of connectors means we have to pass FormAssembly data into our Salesforce org and then pass it onward from there, which requires additional administrative overhead to manage cleanly.

Verified User

Director in Information Technology (501-1000 employees)

Vetted Review

1 year of experience

Love FormAssembly

Rating: 10 out of 10

Incentivized

October 3, 2025

Use Cases and Deployment Scope

We use FA for scholarship forms and loan applications, event sign ups and admission applications, graduation applications, registration forms and more. The loan application calculates values so that our staff and students don't have to. Our graduation application sends out a note to the student's advisor. Our graduation audit pulls relevant details for the advisor to see directly on one screen. We use it quite extensively and make use of masking, calculations, variables, multi-form flows, and more.

Pros

Providing enough customization to solve complex business cases
Great documentation
Easy user interface

Cons

Recently I tried to build a two-part form that would check for a record of a particular type was unable to do it. I don't remember what the final limitation was that made it impossible, but it would have been nice to build. I think it was something to do with not being able to use certain field types in the Connector.
Honestly, I'm usually a big critic, but I love FA so I don't have much to say!
It is a little pricey for small orgs like us.

Likelihood to Recommend

It's outstanding for the two-way Salesforce connection and for the amount of customization available. We recently reviewed multiple other form solutions, and nothing came close to being able to offer the same robust functionality Salesforce does.

Verified User

Manager (51-200 employees)

Vetted Review

5 years of experience

Formassembly is Great.

Rating: 10 out of 10

Incentivized

October 2, 2025

Use Cases and Deployment Scope

We use it for external facing web forms allowing constituents to sign up for the many programs we offer.

Pros

The Salesforce integration is fantastic.
Smart lists from Salesforce is also a slam dunk.
The formbuilder itself is straightforward.

Cons

The formbuilder is buggy at times.
I would love to be able to make the formula box bigger when working in the connectors; it's sometimes hard to do so in such a small space. This is also a bit buggy.
The layout of the notifications page often confuses many people. Strange to ask for the email to do the autoresponder, and then set up notifications, and then set up autoresponder.

Likelihood to Recommend

It is really great for information intake, especially when integrating with Salesforce. The save and resume feature is something we like the idea of, but rarely use because it's not aesthetically pleasing, and we cannot adjust the email that gets sent when someone wants to save and resume.

Verified User

Project Manager in Information Technology (11-50 employees)

Vetted Review

10 years of experience

FormAssembly.

Rating: 9 out of 10

Incentivized

October 2, 2025

Use Cases and Deployment Scope

We use FormAssembly within our Salesforce org to create a variety of different documents. We are a higher education institution and use FormAssembly for special program applications, appointment requests, event registrations, request for information forms, and several other documents as needed. FormAssembly is a great tool for us because it allows us to have one product to serve multiple needs in our office and institution as a whole.

Pros

More versatility than other form options.
Integration with our CRM is a smooth process.
The ability to pre-fill information helps eliminate data issues.

Cons

The information coming from Salesforce to use in the choices for an answer does not always appear as needed. (API vs name).
Ability for Admins to see and edit every user's forms. This would be useful in the event that someone is no longer with the institution.
When a form is cloned, it would be nice if the connector were also cloned but not active. This would allow us to verify and turn on without having to rebuild everything.

Likelihood to Recommend

FormAssembly is ideal for collecting information, whether online or at in-person events. It is a valuable tool for special program applications. We have not encountered many situations where FormAssembly was unable to perform as needed.

Leona Belk

Associate Director of Admissions at Missouri Southern State University (201-500 employees)

Vetted Review

6 years of experience

FormAssembly is a great tool with strong ROI but can be finicky at times.

Rating: 8 out of 10

Incentivized

October 1, 2025

Use Cases and Deployment Scope

Currently we use FormAssembly to provide our customers with a form to manage their orders that involve shipments. They are able to reference previous addresses that they've used, add a new one, review the products they've purchased and then allocate those products to a specific address.

Pros

It integrates well with Salesforce. It allows for bi-directional communication which is critical for our form. To provide the custom with a good UX, the form dynamically responds to their input, saves their choices as records in Salesforce and then puts in them in the next step in the process.
FormAssembly allows for custom scripts to be used (javascript, CSS and html). This has allow for our forms to align better with our branding and provide for a more robust and clean UX.
We can communicate from one form to another using dynamic url variables. Due to the complexity of our forms this is huge. It allows for our customers to input less, save their info in Salesforce and they stay in a natural workflow regardless of how many forms we need to incorporate.

Cons

The load time is pretty slow whenever we have to make a call back to Salesforce in-between forms. It was so bad that we had to put a module on the screen so that customers didn't think it was broke/stuck.
The workflow option has not worked well with integrating multiple forms and pass information between them. Although we've found a work around by using URLs to connect multiple forms, it would be nice if workflows actually provided that functionality.
Although we appreciate being able to add html, css and javascript, it is extremely cumbersome. I've also lost work multiple times until I learned that I realize that I should do all my work in a separate tools that allows for version control (i.e. VS-Code) and then paste in my final version of the code.

Likelihood to Recommend

FormAssembly is well suited for when you want to provide your customers with a form that reference Salesforce data. It can handle updating/creating Salesforce records as the customer progresses through their workflow which is nice.

Verified User

Engineer in Information Technology (501-1000 employees)

Vetted Review

2 years of experience

FormAssembly simplifies workflow.

Rating: 9 out of 10

Incentivized

September 30, 2025

Use Cases and Deployment Scope

I design several forms for my college through Formassembly and connect it to Salesforce. I collect the responses through the form and see the data in Salesforce.

Pros

We can customize the form according to the user's request, and some standard templates are available.
Validations can be added to the form through conditions.
Calculations can be done in the form.

Cons

Connector settings can be improved.
User login and changing the login to a different user needs improvement.

Likelihood to Recommend

I designed a form for a sales team for various products. It is very helpful in calculating the prices based on the quantity of the product. Depending upon the conditional rule, forms can be designed.

Verified User

Administrator in Information Technology (51-200 employees)

Vetted Review

3 years of experience

FormAssembly All-in-One SaaS Enterprise Solution

Rating: 10 out of 10

Incentivized

September 30, 2025

Use Cases and Deployment Scope

FormAssembly is our all-in-one form builder for online donation pages, program registration, and subscription signups. All our forms are integrated with Salesforce Org, we also integrate some of our forms with Google Sheets. Since FormAssembly is a software as a service (SaaS) platform, our website no longer crashes and reduces our IT workload.

Pros

Great Customer Service and Technical Support
Easy Form Builder
Third-party Integrations (specifically Salesforce)
Extensive Self-Help Documentation

Cons

Making grouped fields more visual in the back-end. Maybe offer a backend or front-end view options for form editing.
More options for response reports instead of just a dashboard style view. More filtering options.

Likelihood to Recommend

FormAssembly is a robust platform and can tackle complex use cases. If Salesforce integration is critical, then FormAssembly is the right enterprise solution for a form builder. I’m not familiar with the lowest license levels, but FormAssembly maybe a little pricey for simple use cases that don’t require critical third-party integrations.

Evan Hartwig

Director of Operations at Camp Daniel (1-10 employees)

Vetted Review

4 years of experience

Flexible. Will get the job done. Beware of support timeframes.

Rating: 7 out of 10

Incentivized

September 29, 2025

Use Cases and Deployment Scope

We have over 200 active forms created with FormAssembly. These include applications for various credentials, students, and communities applying for affiliation. In addition, donation forms, licensing fee forms, plus others to simply gather data.

Pros

Relatively Flexible
Connects to Salesforce
Connects to Payment systems (Authorize.net and iATS)

Cons

Customer Support is weak. Often takes 5-7 business days before responding to support requests.
Initial support representative often (like 70% of the time) has to refer to a higher level/more technical individual
In the work-flow, links to forms expire in 48 hours, which is not usable in our environment

Likelihood to Recommend

Previous comments pretty much say it all. With better support, I would rank the recommendation a 9.

James Peak

Director, IT in Information Technology at Centers for Spiritual Living (11-50 employees)

Vetted Review

3 years of experience

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FormAssembly is a great tool with strong ROI but can be finicky at times.

Rating: 8 out of 10

Incentivized

October 1, 2025

Use Cases and Deployment Scope

Pros

It integrates well with Salesforce. It allows for bi-directional communication which is critical for our form. To provide the custom with a good UX, the form dynamically responds to their input, saves their choices as records in Salesforce and then puts in them in the next step in the process.
FormAssembly allows for custom scripts to be used (javascript, CSS and html). This has allow for our forms to align better with our branding and provide for a more robust and clean UX.
We can communicate from one form to another using dynamic url variables. Due to the complexity of our forms this is huge. It allows for our customers to input less, save their info in Salesforce and they stay in a natural workflow regardless of how many forms we need to incorporate.

Cons

The load time is pretty slow whenever we have to make a call back to Salesforce in-between forms. It was so bad that we had to put a module on the screen so that customers didn't think it was broke/stuck.
The workflow option has not worked well with integrating multiple forms and pass information between them. Although we've found a work around by using URLs to connect multiple forms, it would be nice if workflows actually provided that functionality.
Although we appreciate being able to add html, css and javascript, it is extremely cumbersome. I've also lost work multiple times until I learned that I realize that I should do all my work in a separate tools that allows for version control (i.e. VS-Code) and then paste in my final version of the code.

Likelihood to Recommend

Verified User

Engineer in Information Technology (501-1000 employees)

Vetted Review

2 years of experience