Last weekend I stumbled on FormAssembly.com, an excellent form builder with Salesforce support that allows for direct submission of Leads and Accounts into Saleforce (or any object for that matter).
It’s brillliantly concieved interface is a revelation for me. I had intially resigned myself to building a relatively simple Web-to-Lead form for submitting a Borrowing Capacity Assessment from our website, but FormAssembly has changed all that. I can have conditional regions based on the users input, so different sections will appear on the form according to employment status for instance.
I have been having a wonderful time setting up these forms, FormAssembly is a delight to use and there seems to be very little that I can’t do with it.
A few of the things I needed that form assembly supports:
- Save and resume input of the form later
- Multi-Page forms
- Direct export and field mapping into SalesForce
- Upsert support into Salesforce
- Easy to Use Interface
- Conditional form elements – great for multipath surveys
- Workflow – hand form data between forms sequentially
Anyway, I will have to post a link to the completed form when it’s finished!
