DIGITAL PROCESS AUTOMATION BUILT FOR SPEED AND SECURITY

One Platform.
Every Process.
Total Trust.

FormAssembly is the secure data collection and digital process automation platform that lets your teams build processes that are secure by design, auditable, and compliant from the very first submission.

Trusted by Salesforce Users & Recognized on G2

The workflow automation platform built for speed, control, and trust

FormAssembly helps build processes fast without leaving the people accountable for data in the dark. Connect to your CRM and other enterprise systems in minutes, and trust that every process inherits the same compliance and audit trail from the start.

For organizations outgrowing a simple form tool or struggling with tool sprawl, FormAssembly is the powerful and lightweight digital process automation platform that removes manual work from everyone’s plate.

One platform, for everyone involved

Build without waiting

With FormAssembly, CRM admins, RevOps leads, and marketing ops teams can launch new data collection processes without waiting on a developer. 

Describe a process in plain language and Fai, FormAssembly’s agentic AI assistant, builds the form, the logic, and the Salesforce Integration live alongside you.

  • Build forms and multi-step workflows with a single prompt
  • Connect directly to Salesforce, HubSpot, Microsoft, and the systems already in use
  • Launch in days, not quarters — no dependency on a developer
Start Building

See everything. Control everything.

FormAssembly gives IT directors, CISOs, and compliance officers visibility and control over every channel where sensitive data enters the organization — without owning every form themselves.

Every process built on FormAssembly inherits the organization’s security posture automatically, so a noncompliant intake process never shows up on an audit report.

  • An audit trail covers every compliance-relevant event
  • SOC 2 Type II certified on all plans; FedRAMP Certified and DoD IL4 available
  • Every workflow is governed by policy, not caught after the fact
See the Governance Side

Get started with the plan that’s right for you

Every organizational process starts with data collection. As more people, steps, and rules come into your process, complexity grows. FormAssembly grows with it.

Maximize your Salesforce and AI investments

Agentforce is raising expectations for Salesforce Admins and Architects, but it is only as effective as the data behind it. FormAssembly ensures validated data enters Salesforce correctly at submission, protecting data integrity at scale and driving better workflows, faster deployments, and stronger AI performance.

Built to handle any process, from simple to sophisticated

Clean, compliant data from the start

Apply validation, structure, and security controls at submission so information enters Salesforce and other systems of record correctly the first time. From simple forms to sophisticated workflows, data starts clean and stays reliable.

Move faster without losing control

Fai, our agentic AI assistant, guides complex forms and workflows into place quickly. Reduce setup time and dependency on experts while keeping people in control of rules, reviews, and approvals.

Adapt without disruption

Evolve your data collection as needs change. Connect forms, people, and systems into a single intake process that scales with volume and complexity without breaking what works.

Data humans and AI can rely on

Analytics and automation depend on trusted inputs. Capture information with the structure and safeguards needed to support reporting, automation, and AI initiatives with confidence.

Trusted by 5,500+ teams managing complex data workflows

Organizations across highly regulated and data-driven industries rely on FormAssembly to manage mission-critical data collection securely and at scale — including workflows involving sensitive information such as PHI, PII, and CUI.

Healthcare

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Higher Education

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Financial Services

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Government & Public Sector

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Nonprofit Organizations

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Marketing

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One platform. Endless mission-critical use cases.

Salesforce-connected lead capture and qualification

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Convert paper forms, PDFs and more into secure web forms

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Secure internal requests that replace email and spreadsheets

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Contract and agreement workflows with document generation and eSignature

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Regulated data collection across departments

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SAML, CAS & LDAP for enterprise-ready authentication

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FormAssembly security certifications

Certified to meet the highest standards of security and compliance

Seamlessly connected to the systems that power your business

Structured, validated data delivered reliably into Salesforce and the platforms your business depends on so your systems perform the way they were designed to.

Explore our Integrations

AI to get you from idea to implementation

Imagine, your teams can describe what data they need to collect and let FormAssembly do the rest.

FormAssembly’s AI Assistant, Fai, acts like a built-in consultant, helping teams design sophisticated workflows quickly without deep technical expertise. The result is faster time to value, lower maintenance, and confidence that complexity is handled correctly from the start.

Proof of the FormAssembly Difference

Keep pace with high-volume data collection

The Boston Marathon manages qualification across multiple sub-races and complex eligibility rules. FormAssembly supports sophisticated conditional workflows that ensure every submission is validated correctly before it reaches Salesforce.

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Replacing paper with better volunteer experiences

A national nonprofit replaced paper-based processes with secure Salesforce-connected forms, improving the volunteer application experience while reducing administrative overhead across local chapters.

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One platform for data collection across campus

The University of Michigan consolidated fragmented form tools into a single governed platform, giving teams across the institution a secure, standardized way to collect and manage critical data.

Read the case study

Ready to get data collection right?