Cloudy’s Favorite Apps: FormAssembly

Salesforce.com Forms - FormAssembly

Do you collect information from clients via website forms, through surveys, or from emailed questionnaires?  What do you do with all that information?  Often, companies are manually uploading this collected data to Salesforce.com, or worse, just letting it sit in disparate spreadsheets and folders.

If you would like a way to automate the collection and integration of data from your clients into Salesforce.com, FormAssembly is the App that can do it for you.  When you install the App, you get a FormAssembly tab right in your org, so you can manage all your forms and surverys from within Salesforce.com.  The form-building interface is clean and intuitive and supports all the options you would expect, including conditional fields, calculated fields, and validation rules.  Your completed forms and surveys can be easily integrated into your website, sent via mass-email, connected to a payment gateway, or sent to targeted contacts from Salesforce.com records.
The FormAssembly Salesforce.com Connector can match existing records or create new ones, based on what you need.  For instance, when a customer fills out a form on your website, FormAssembly can check whether that contact is in your system already and then either update the existing record or create a new one.  Answers from their form will be added to the correct places in Salesforce.com, and you will be notified.

Take FormAssembly for a test drive by installing it in your Salesforce.com sandbox; Contact Us if you need help evaluating this App for your business.

For more information about the FormAssembly+ Salesforce integration, CLICK HERE
For an interesting article about why FormAssembly might work better than Salesforce Web-to-Lead, CLICK HERE

Read Cloudy’s reviews of other popular Apps:

Apsona

Cloudy Cumulus is part of Redpath Consulting Group, based in Minneapolis, MN (c) 2012

With the rapid evolution of technology, Salesforce solutions are ever-changing and improving features. Contact our team for up-to-date information.

Published On: November 16, 2012

About the Author: Stephanie King

Stephanie King is a Senior Consultant at Redpath Consulting Group, Co-Leader of the Twin Cities Salesforce Nonprofit User Group, and has been blogging as Cloudy Cumulus since 2012.

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