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FastField Mobile Forms + Microsoft Dynamics 365 CRM

FastField Mobile Forms + Microsoft Dynamics 365 CRM

FastField Mobile Forms + Microsoft Dynamics 365 CRM integrations

Create FastField Mobile Forms dispatches from new Microsoft Dynamics 365 CRM leads

Efficiently manage your new leads with this workflow that connects Microsoft Dynamics 365 CRM with FastField Mobile Forms. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a form dispatch will be created in FastField Mobile Forms, streamlining your data collection process and ensuring a timely response to incoming leads. Save time and improve lead management with this seamless integration.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Form Dispatch
    Create Form Dispatch
    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.
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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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