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

Promontory Builds Salesforce Integrated Forms with FormAssembly

Promontory Interfinancial Network’s Enterprise Development team needed a better way to build and manage CRM-integrated customer surveys and other forms for Salesforce. The team also wanted a solution that could embed forms on a key web page, send real-time data to Salesforce, and avoid the hassle of capped responses.

Promontory chose FormAssembly to create flexible, Salesforce-integrated forms. The team can build forms in less than 10 minutes, keep 30+ active forms in use, and use hidden fields so multiple website forms can feed the same backend form; FormAssembly also supports unlimited responses and cloning and archiving forms to save time.

Promontory Interfinancial Network

Ben Thompson

Senior Management of Enterprise Development Team