Customer Fields + FastField Mobile Forms
Create dispatch forms in FastField Mobile Forms for new customers in Customer Fields
This workflow springs into action when there's a new customer in the Customer Fields app, swiftly creating a Form Dispatch in the FastField Mobile Forms app. It's the perfect solution for those looking to streamline their customer management process, effortlessly bridging the gap between acquiring new customers and managing their information with FastField Mobile Forms. With this seamless connectivity, you can focus on building stronger customer relationships, saving you valuable time and maintaining organizational consistency.
This workflow springs into action when there's a new customer in the Customer Fields app, swiftly creating a Form Dispatch in the FastField Mobile Forms app. It's the perfect solution for those looking to streamline their customer management process, effortlessly bridging the gap between acquiring new customers and managing their information with FastField Mobile Forms. With this seamless connectivity, you can focus on building stronger customer relationships, saving you valuable time and maintaining organizational consistency.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Form Dispatch
Sends 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.
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