FormAssembly: Secure AI-Assisted Forms and Workflows

Highlights

• AGENTIC AI-ASSISTANT
  Paired with Fai, our AI assistant, users can create secure, branded workflows in minutes and ensure their CRM data is accurate, consistent, and fully actionable.
• END-TO-END AUTOMATION
  Automated workflows handle approvals, notifications, routing, and integrations behind the scenes, removing error-prone manual steps, speeding processes, and reducing risk.
• ADVANCED INTEGRATIONS
  Build Salesforce-connected forms, create or update records, work with standard or custom objects, and prefill forms. Integrate data with Google, Pardot, Microsoft, PayPal and other business-essential applications.
• ENTERPRISE-GRADE SECURITY
  Protect your customer's data with industry-leading security and compliance: GLBA, GDPR, CCPA, HIPAA, ISO 27001, PCI DSS, SOC 2, TX-RAMP and FedRAMP-Authorized at the High Impact level.

What FormAssembly: Secure AI-Assisted Forms and Workflows does

FormAssembly was built for Salesforce users.

- We provide the infrastructure to capture clean, structured data from the start – a critical foundation for AI-powered tools like Agentforce.

- Our new Salesforce Workflow Connector makes it faster and easier to map fields, automate actions, and apply advanced logic so your data flows cleanly and securely into Salesforce.

- Paired with Fai, our AI assistant, users can create secure, branded workflows in minutes and ensure their CRM data is accurate, consistent, and fully actionable.

FREE TRIAL

Start a free trial of FormAssembly Atlas when you visit: Atlas.FormAssembly.com

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