FormAssembly
122 Case Studies
A FormAssembly Case Study
The University of Wisconsin–Madison's Pre-Enrollment team faced a significant administrative burden using a form solution that lacked a direct Salesforce connector. This required staff to manually monitor inboxes and copy data into their CRM to create campaign records and RSVPs for hundreds of annual events, leading to a high risk of error and overwhelming email clutter.
By implementing FormAssembly with its Salesforce Prefill and Submit Connectors, the university automated the flow of student event inquiries directly into their CRM. FormAssembly's solution reduced event registration setup time by 30-40%, eliminated manual imports for event sign-in sheets, and cut manual data entry for webinar requests by 90%, allowing the team to shift from high-touch data entry to high-value recruitment.