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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

FastField Mobile Forms + Microsoft Dynamics 365 CRM

FastField Mobile Forms + Microsoft Dynamics 365 CRM

FastField Mobile Forms + Microsoft Dynamics 365 CRM integrations

Update FastField Mobile Forms lookup lists with new Microsoft Dynamics 365 CRM leads

Keep your FastField Mobile Forms lookup lists updated with new leads from Microsoft Dynamics 365 CRM seamlessly. With this workflow, whenever a new lead is created in Microsoft Dynamics 365 CRM, the lookup list in FastField Mobile Forms will be updated accordingly. Stay organized and ensure your team has access to the latest lead information without any manual intervention.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Update Lookup List
    Update Lookup List
    Update Lookup ListReplaces an existing FastField Lookup List with a Lookup List in a xlsx or csv file.
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More things you can do with Microsoft Dynamics 365 CRM and FastField Mobile Forms

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and FastField Mobile Forms

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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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.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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