FormAssembly B2B Case Studies & Customer Successes

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FormAssembly is an enterprise form solution built to help teams streamline complex processes and drive quality form conversions. They help organization in healthcare, financial services, higher education and multiple other industries quickly create web forms, collect data, and streamline their workflows through smart integrations with Salesforce and other third party systems.

Case Studies

Showing 112 FormAssembly Customer Success Stories

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1871 streamlines operations with FormAssembly

1871 logo

AAP saves time and keeps data clean with FormAssembly

AAP (Animal Advocacy and Protection) logo

Aetna streamlines Salesforce data collection with FormAssembly

Aetna logo

Alosa Health streamlines clinician feedback with FormAssembly

Alosa Health logo

Amazon India prevents IT burnout and collects business-critical information with FormAssembly

Amazon logo

American Enterprise Institute streamlines event management with FormAssembly

American Enterprise Institute logo

American Exchange Project grows student participation with FormAssembly

American Exchange Project logo

AppFrontier simplifies billing and recurring payments with FormAssembly

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Arkus helps Eden Reforestation Projects streamline data management with FormAssembly

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Attain Partners uses FormAssembly to streamline Salesforce form projects

Attain Partners logo

Baltimore Corps saves time on fellowship applications with FormAssembly

Baltimore Corps logo

Big Brothers Big Sisters Accelerates Impact of 140+ Chapters

Big Brothers Big Sisters of America logo

Big Shoulders Fund grows scholarship processing with FormAssembly

Big Shoulders Fund logo

Boston Athletic Association simplifies Boston Marathon registration with FormAssembly

Boston Athletic Association logo

Build It Green improves record management and data quality with FormAssembly

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Cadence Bank Streamlines Online Account Applications with FormAssembly

Cadence Bank logo

Cal State East Bay improves lead capture and enrollment tracking with FormAssembly

Cal State East Bay logo

Canteen Australia Improves Intake and Case Management Workflows with FormAssembly

Canteen Australia logo

CARDSITE builds mobile, shareable digital business cards with FormAssembly

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Center for Action and Contemplation saves $60,000 per year with FormAssembly

Center for Action and Contemplation (CAC) logo

Central Pennsylvania Food Bank expands access to services with FormAssembly

Central Pennsylvania Food Bank logo

Cherry Creek Schools unifies data sources and improves reporting with FormAssembly

Cherry Creek Schools logo

Child Matters improves data quality and reporting with FormAssembly

Child Matters logo

CitizenPath streamlines complex USCIS forms with FormAssembly

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City University of London streamlines campus web forms with FormAssembly

City University of London logo

Clore Social Leadership improves program impact measurement with FormAssembly

Clore Social Leadership logo

Collabrax, LLC - Customer Case Study

Collabrax, LLC logo

CommonTeri services - Customer Case Study

CommonTeri services logo

Continuum Clinical reduces staff workload with FormAssembly

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Cornell University streamlines application data integration with FormAssembly

Cornell University logo

CQ Infused Beverages streamlines subscription agreements with FormAssembly

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Dharma Merchant Services cuts onboarding time by 78% with FormAssembly

Dharma Merchant Services logo

Dominican University reduces parking permit wait times with FormAssembly

Dominican University logo

Economic Change - Customer Case Study

Economic Change logo

ElevateActual optimizes capital improvement planning with FormAssembly

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Family Promise improves data accuracy and reduces manual lift with FormAssembly

Family Promise logo

Fresno Pacific University streamlines student and alumni data collection with FormAssembly

Fresno Pacific University logo

Frostburg State University improves campus communication with FormAssembly

Frostburg State University logo

fullOpp streamlines client meetings and documentation with FormAssembly

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Gameflow Interactive streamlines class registration with FormAssembly

Gameflow Interactive logo

GiGi’s Playhouse streamlines data collection and scales operations with FormAssembly

GiGi’s Playhouse logo

Give Something Back improves student data collection with FormAssembly prefilled forms

Give Something Back logo

Giving Tuesday improves donation form performance with FormAssembly

Giving Tuesday logo

Global Dental Relief drives virtual auction participation with FormAssembly

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Granny’s Finest improves digital data collection with FormAssembly

Granny’s Finest logo

Greater Pittsburgh Community Food Bank addresses surge in crisis requests with FormAssembly

Greater Pittsburgh Community Food Bank logo

Grounded Solutions Network streamlines membership and government surveys with FormAssembly

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Haggai International improves data collection with FormAssembly

Haggai International logo

HFM Investment Advisors saves 100 hours and $1,500 with FormAssembly

HFM Investment Advisors logo

Hyphen8 speeds nonprofit grant applications with FormAssembly

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If/When/How centralizes data and saves time with FormAssembly

If/When/How logo

InLoop cuts helpline call volume by 60% with FormAssembly

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Institute for Humane Studies scales event registration with FormAssembly

Institute for Humane Studies (IHS) logo

Kasasa saves over 60 hours a month with FormAssembly

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Keshet advances inclusion initiatives and donation processing with FormAssembly

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KIPP streamlines referrals, event registrations, and email sign-ups with FormAssembly

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Lenovo connects briefing requests to Salesforce with FormAssembly

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Life Ed increases grant applications by 35% with FormAssembly

Life Ed logo

Lindamood-Bell improves lesson plans, student records, and quality control with FormAssembly

Lindamood-Bell logo

Major Metropolitan City saves time with secure forms from FormAssembly

Maryville University streamlines student enrollment and inquiry processes with FormAssembly

Maryville University logo

MRK Photography & Videography simplifies order form workflows with FormAssembly

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Multnomah County increases form responses by 75% with FormAssembly

Multnomah County logo

National Association of State Boards of Accountancy speeds application processing with FormAssembly

National Association of State Boards of Accountancy logo

National Gaucher Foundation saves time and automates data flow with FormAssembly

National Gaucher Foundation logo

Northeast Regional Children’s Advocacy Center saves time and improves training data tracking with FormAssembly

Northeast Regional Children’s Advocacy Center logo

NPower saves time and resources with FormAssembly

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Oakland Public Education Fund streamlines forms and Salesforce data collection with FormAssembly

Oakland Public Education Fund logo

Oakland Public Education Fund improves volunteer data management with FormAssembly

Oakland Public Education Fund logo

Olivet Nazarene University boosts enrollment with FormAssembly

Olivet Nazarene University logo

OneGoal streamlines applications and internal communications with FormAssembly

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Online Education Services improves data collection and internal processes with FormAssembly

Online Education Services (OES) logo

OUT OF THE BOX Consulting (OOTB-C) - Customer Case Study

OUT OF THE BOX Consulting (OOTB-C) logo

Outward Bound Costa Rica improves inquiry and enrollment processes with FormAssembly

Outward Bound Costa Rica logo

Pacific Coast Farmers Market Association saves time and reduces paper processes with FormAssembly

Pacific Coast Farmers Market Association (PCFMA) logo

Pahara Institute improves fellow data management with FormAssembly

Pahara Institute logo

Pennsylvania Association for Sustainable Agriculture saves thousands with FormAssembly

Pennsylvania Association for Sustainable Agriculture (PASA) logo

Pets for Patriots reduces manual adoption application processing time with FormAssembly

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Physicians for Human Rights saves hours on data entry with FormAssembly

Physicians for Human Rights logo

Polaris improves directory listings, feedback collection, and training surveys with FormAssembly

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Prialto improves internal feedback collection with FormAssembly

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Promontory Interfinancial Network builds CRM-integrated customer surveys fast with FormAssembly

Promontory Interfinancial Network logo

QTbreasthealth Improves Patient Information Collection with FormAssembly

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RFGT.net simplifies payment form processing with FormAssembly

SAGE expands access to community programs with FormAssembly

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Salesforce improves nonprofit data collection and efficiency with FormAssembly

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Impact Labs Uses Gamified Forms to Understand Community Challenges

Salesforce for Nonprofits logo

San Francisco Public Utilities Commission Modernizes Data Collection with FormAssembly

San Francisco Public Utilities Commission (SFPUC) logo

San Francisco Shakespeare Festival streamlines student enrollment with FormAssembly

San Francisco Shakespeare Festival logo

Spark improves career and mentorship programs with FormAssembly

Spark logo

Supermums improves training and internal data collection with FormAssembly

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Swift River Consulting helps nonprofits streamline workflows with FormAssembly

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TargetX streamlines higher education workflows with FormAssembly

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Teach Away streamlines job applications and lead generation with FormAssembly

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TechBridge helps Big Brothers Big Sisters Metro Atlanta improve application processing with FormAssembly

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The Master’s University streamlines admissions with FormAssembly

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The Opportunity Network streamlines student data management with FormAssembly

The Opportunity Network logo

Tyndale University saves $10,000 and streamlines admissions with FormAssembly

Tyndale University logo

UC Merced improves student appointment scheduling with FormAssembly

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University of Florida delivers fast student aid assistance with FormAssembly

University of Florida logo

University of Florida College of Pharmacy reduces student form submission time with FormAssembly

University of Florida logo

University of Michigan’s Center for Educational Outreach improves communication and data collection with FormAssembly

University of Michigan’s Center for Educational Outreach logo

University of Oxford Saïd Business School streamlines data collection and lead generation with FormAssembly

University of Oxford Saïd Business School logo

USC Marshall School of Business automates graduate admissions processes with FormAssembly

USC Marshall School of Business logo

UtmostU reduces manual data management by 50% with FormAssembly

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Vermont Organic Farmers streamlines organic certification applications with FormAssembly

Vermont Organic Farmers logo

VisitOps - Customer Case Study

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Western Connecticut State University streamlines forms and saves 1,600 work hours with FormAssembly

Western Connecticut State University (WCSU) logo

Westmont College eliminates 40 hours a week of manual data entry with FormAssembly

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Worcester Polytechnic Institute (WPI) streamlines event registration and internal forms with FormAssembly

Worcester Polytechnic Institute (WPI) logo

Year Up streamlines form collection and data entry with FormAssembly

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YMCA Youth Association improves student data and program registration with FormAssembly

YMCA Youth Association logo

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