What is FormAssembly?
A form and data management application fully compliant with international security standards (GDPR HIPAA GLBA).
Leveraging the latest technologies such as AI and deduplication it enables anyone to easily create clean data and integrate seamlessly with various core systems including Salesforce.
Trusted by over 4000 companies with 5-star reviews from more than 250 organizations.
Are you facing these challenges?
Interested in expanding to the US or European markets, yet worried about complex security requirements...
Looking to use AI to build complex, globally compliant forms (GDPR, HIPAA, GLBA)?
GDPR (General Data Protection Regulation), HIPAA (Health Insurance Portability and Accountability Act), and GLBA (Gramm-Leach-Bliley Act)
Worried about data breach risks for sensitive personal information in finance healthcare or pharmaceuticals?
GDPR (General Data Protection Regulation), HIPAA (Health Insurance Portability and Accountability Act), and GLBA (Gramm-Leach-Bliley Act)
Create in seconds with AI
- Automated form building via command input
- Instant workflow auto-generation completed in seconds
- Reduced setup time with AI-assisted building
Automation with Salesforce Connector
- Submitted data is instantly reflected in Salesforce fields
- Automate referencing updating and deduplication of existing records
- Option changes are fully synchronized with Salesforce
Create Accurate Forms
- Eliminate the need to enter "Name/Address" by automatically identifying known customers
- Minimize user effort and significantly improve conversion rates
- No data cleansing required as accurate data is returned
Simple and Secure Workflow Creation
- Fully automate approval flows across multiple departments
- Secure e-signature integration completed within the form
- Automated follow-up emails based on response content
Strengths of FormAssembly
Global Security Compliance
Meeting Enterprise Trust with the Highest Security Standards
- ・Meeting Strict Requirements for Financial and Healthcare InstitutionsWe comply with international standards such as HIPAA and PCI DSS Level 1 for handling highly sensitive data.
- ・Full Compliance with Global RegulationsEnsure secure data operations in accordance with regional privacy laws, including GDPR (Europe) and CCPA (US).
- ・Robust Certifications and Public StandardsProven multi-layered defense system through ISO 27001 and SOC 2 Type II, as well as FedRAMP, the standard for US government agencies.
Seamless Salesforce Integration
Optimizing Salesforce Utilization from the Point of Data Collection
- ・Real-time Bi-directional Data IntegrationReflect data in Salesforce the moment a form is submitted. Sync instantly with any object, whether standard or custom.
- ・Existing Record UpdatesBeyond just creating new entries, automate referencing, updating, and duplicate checking of existing data to ensure data freshness.
- ・No-code Design with No API Development RequiredPerform complex mapping without any programming. Empower team members to quickly build business workflows on their own.
About WeLearn's Implementation and Operation Services
App Implementation
Our dedicated engineers will handle implementation and support, including identifying issues, defining requirements, adjusting Salesforce integration, and designing forms and workflows.
Service Support
We provide online training in both Japanese and English, along with support for issues in your environment and assistance with optimizing forms and workflows.