FormAssembly, the top web form builder on the AppExchange, has partnered with CalendarAnything, the top calendaring solution on the AppExchange, to deliver an all-in-one self-scheduling solution.
CalendarAnything’s Availability Scheduling empowers organizations to effortlessly set the availability of any object within Salesforce, from time slots for resources to assets awaiting assignment. By doing so, your team can streamline the appointment scheduling process, allowing customers to self-schedule appointments and make other bookings. With Availability Scheduling, scheduling becomes a breeze, and FormAssembly makes the experience even smoother!
FormAssembly transforms how organizations use web forms
FormAssembly became a player in the web form space and the Salesforce ecosystem because they noticed many web forms across organizations were hard-coded into the websites. There was no way to make changes cost-efficiently and quickly, so FormAssembly decided to create a SaaS product that lets people quickly spin up and deploy web forms and host those on their website or send them out as standalone links.
Where FormAssembly saw a need with CalendarAnything was that they had a lot of clients, and still do, who collect form responses across all their web forms for registrations of all types: class registrations, appointment scheduling, event registrations, etc. But once those responses are captured, organizations still have to manually enter that data somewhere into a calendar in another system. What FormAssembly does is automate that event scheduling in the CalendarAnything app, so two AppExchange products are creating this better experience together. FormAssembly is where you start and CalendarAnything is where you end up.
The power of FormAssembly and CalendarAnything together
Let’s look at how someone can self-schedule time with a financial advisor without the need to call into the office or stop in and talk to somebody. They can do it right from their couch if they’d like. What’s really cool about FormAssembly, and how it’s unique in the marketplace, is that it allows clients to build an unlimited number of web forms to collect an unlimited number of responses. They built this branded form for the CalendarAnything team:
Custom FormAssembly CalendarAnything Form
It’s simple to put together those fields on the form and make it look pretty. Hover over the blue “Add Content” button in the top left-hand corner, and the first drop-down menu is all of the field types. FormAssembly works off a point and click model, so all you have to do is just click on one of these fields like the “Text Input” field and it pops onto the form. Getting fields on a form is incredibly quick and easy, and you can create a basic “Contact Us” form in less than five minutes.
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- FormAssembly Forms List
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- FormAssembly Text Input
How does that data get over to CalendarAnything on the Salesforce side? Just navigate to the “Connectors” tab. This is one of the most powerful parts of FormAssembly, giving clients the ability to pre-fill forms with data from other applications and then post-fill. For this example, we want to push data to CalendarAnything when the form is submitted. The “Add Connector for Form Submission” button brings up all of FormAssembly’s connectors: payment connectors, Hubspot, Microsoft Sharepoint, Google Sheets, and much more. For this one, we want to select Salesforce, which is the one you’ll use to push data to CalendarAnything.
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- FormAssembly Connectors
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- FormAssembly Connectors List
Now we’ve configured the form to create an event record. Every time someone schedules a time with their financial advisor via this form, we’re creating an event and automatically populating it onto that CalendarAnything calendar.
Automatic CalendarAnything Record from FormAssembly Form
This gives clients the ability to save time manually entering data into Salesforce. FormAssembly did a study last year and discovered they were able to save clients an average of 80 hours a week in manual data entry just from automating that flow of data!
