Capsule CRM + FastField Mobile Forms

Capsule CRM + FastField Mobile Forms integrations

Create form dispatches in FastField Mobile Forms for new or updated contacts in Capsule CRM

Keep your Capsule CRM contacts in sync with FastField Mobile Forms effortlessly with this automation. Whenever a new or updated contact is detected in your Capsule CRM, this workflow will create a form dispatch in FastField Mobile Forms, ensuring your mobile forms stay up-to-date with the latest contact information. Streamline your CRM and mobile form management process, saving time and maintaining accuracy.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Form DispatchSends a Form to one or more users, with the option of pre-populating Form Fields. The Form appears in the users inbox in the FastField Mobile App.
ActionWrite

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More things you can do with Capsule CRM and FastField Mobile Forms

Discover other triggers and actions you can use with Capsule CRM and FastField Mobile Forms

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
- Form
  Required
Action
Write
- List Name
  Required
- File
  Required
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Form
  Required
Trigger
Instant
Try It
- List Name
  Required
- File
  Required
Action
Write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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CRM (Customer Relationship Management)

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About FastField Mobile Forms

FastField Mobile Forms is a flexible platform to efficiently capture custom form data using smartphones and tablets.

HelpHelp

Related categories

Forms & Surveys

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Related Zap Templates

Update FastField Mobile Forms lookup lists with new or updated Capsule CRM opportunities

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Update FastField Mobile Forms lookup lists with new or updated Capsule CRM opportunities