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.
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.
- When this happens...New Lead
Triggers when a new lead 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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