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.
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.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Update Lookup List
Replaces an existing FastField Lookup List with a Lookup List in a xlsx or csv file.
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