How FormAssembly May Be Able To Help Higher Ed Tech Professionals

Secure, no-code web forms and governed workflows help higher education technology teams replace fragmented paper processes and disconnected form tools with a single platform for enrollment applications, interest forms, and campus-wide data intake. FormAssembly validates and structures data at the moment of submission and routes it directly into Salesforce and other systems of record, reducing the manual cleanup and integration failures that plague admissions, advancement, and student services offices.

For Salesforce Admins, IT staff, and compliance officers supporting higher ed technology stacks, FormAssembly offers FERPA-aligned security controls, SAML/CAS/LDAP authentication, and bi-directional Salesforce integration that eliminates data silos across departments. The University of Michigan, for example, used FormAssembly to consolidate fragmented form tools into one governed platform for data collection across campus, giving institutional teams a standardized, secure way to manage everything from admissions to internal requests.

About

FormAssembly is a data collection and workflow automation platform, founded in 2006 by CEO Cedric Savarese, that helps organizations capture, validate, and route information securely into systems of record such as Salesforce. The company positions itself around "data stewardship" — ensuring information is handled correctly and compliantly from the moment it is submitted rather than fixed after the fact — and serves more than 5,500 organizations, including Southwest Airlines, Amazon, CVS Health, Harvard University, and UnitedHealth Group.

The platform, marketed under the name FormAssembly Atlas, combines a no-code form builder, a visual workflow automation engine, and an agentic AI assistant called Fai that helps teams design forms and workflows from a natural-language description. FormAssembly emphasizes built-in security and compliance controls (encryption, role-based access, audit logging, sensitive data masking) suited to regulated data such as PHI, PII, and CUI, alongside deep, bi-directional integration with Salesforce plus connections to HubSpot, Google Drive, Microsoft Excel, Dropbox, and Stripe.

Headquartered in Bloomington, Indiana, and employing roughly 51-200 people, FormAssembly has been recognized as a multi-time Inc. 5000 Fastest Growing Company, a two-time Stevie Award winner for Customer Service Department of the Year, and a G2 leader for ease of administration and ROI. The company serves customers across higher education, healthcare, financial services, government, and nonprofit sectors.

Solutions Provided & Problems Solved

• FormAssembly Atlas

• Fai

• FormAssembly Workflow

• Team

• Salesforce Connector

Incomplete form submissions, manual follow-ups, compliance gaps, and fragile system integrations create costly, hard-to-trust data once it reaches CRMs and analytics platforms. FormAssembly addresses these problems by validating and structuring data at the point of collection, before it ever reaches Salesforce or another system of record, reducing manual cleanup, integration failures, and reporting errors downstream.

For organizations handling sensitive information such as PHI, PII, and CUI, FormAssembly reduces compliance risk through built-in encryption, role-based access, sensitive data masking, and audit logging, while also eliminating fragmented, department-by-department form tools by consolidating data collection onto a single governed platform. Institutions like the University of Michigan have used this consolidation to replace scattered form tools campuswide, and organizations such as The Master's University rely on the platform's real-time Salesforce sync to eliminate duplicate data entry in admissions processes.

Company Culture

FormAssembly describes its mission as helping organizations collect, use, and protect entrusted data while upholding high standards of data stewardship, ethical data practices, transparency, and privacy. The company has been recognized as a Top Workplace by the IndyStar and highlights an award-winning, high-touch customer support culture, citing a 96% customer satisfaction score and back-to-back Stevie Awards for Customer Service Department of the Year.

Higher Education Use Cases

FormAssembly's higher education solution focuses on improving the student experience through a drag-and-drop form builder used for interest forms and complex enrollment applications. The platform emphasizes FERPA compliance and Salesforce integration to eliminate data silos and automate workflows across institutional departments, as demonstrated in case studies with the University of Michigan and The Master's University.

Awards and Recognition

FormAssembly has won G2 recognition for Best ROI, Easiest Admin, and Users Most Likely to Recommend; been named Customer Service Department of the Year twice by the Stevie Awards (including 2024); appeared six times on the Inc. 5000 list of Fastest Growing Companies...