FormAssembly Technology Intelligence

What is FormAssembly?

FormAssembly is an enterprise form builder and data collection platform specializing in Salesforce integration. Founded in 2006, it enables organizations to create sophisticated forms that seamlessly sync data with CRM systems.

Popular in healthcare, education, and financial services, FormAssembly provides compliance features for HIPAA, GDPR, and PCI DSS regulated environments.

Key Features

Form Builder

• Drag-drop: Visual form creation
• Logic: Conditional fields
• Prefill: Dynamic data population
• Multi-page: Complex workflows

Salesforce Integration

• Mapping: Direct object sync
• Lookups: Related record creation
• Updates: Existing record modification

Compliance

• HIPAA: Healthcare data protection
• GDPR: European privacy
• PCI: Payment card security

Use Cases

Healthcare Intake

Medical organizations collect patient information through HIPAA-compliant forms. Data flows directly into electronic health records or CRM systems.

Higher Education

Universities manage applications, registrations, and student services. Forms integrate with student information systems and Salesforce Education Cloud.

Nonprofit Donations

Charitable organizations create donation forms with payment processing. Donor information syncs to Salesforce NPSP for relationship management.

Event Registration

Organizations manage event signups with capacity limits, waitlists, and payment collection. Attendee data populates CRM campaigns automatically.

Code Examples

Embed Form

<!-- Standard Embed -->
<script src="https://app.formassembly.com/embed.js"></script>
<div class="wFormContainer"
     data-form-url="https://app.formassembly.com/forms/view/123456">
</div>

Prefill via URL

// Prefill form fields via URL parameters
const formUrl = 'https://app.formassembly.com/forms/view/123456';
const params = new URLSearchParams({
    'tfa_1': 'John',
    'tfa_2': 'Doe',
    'tfa_3': '[email protected]'
});

window.location.href = `${formUrl}?${params}`;

Salesforce Connector

<!-- Connector mapping example -->
<mapping>
    <object name="Contact">
        <field sf="FirstName" fa="tfa_1"/>
        <field sf="LastName" fa="tfa_2"/>
        <field sf="Email" fa="tfa_3"/>
    </object>
</mapping>

Comparison

vs Typeform

• Salesforce: FormAssembly native
• Design: Typeform more modern
• Enterprise: FormAssembly stronger

vs Formstack

• Compliance: Both strong options
• SF depth: FormAssembly deeper
• Price: Similar range

Why FormAssembly

• Best-in-class Salesforce integration
• Strong compliance certifications
• Enterprise-grade security
• Complex workflow support