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FastField Mobile Forms + Microsoft Dynamics 365 CRM

Create new leads in Microsoft Dynamics 365 CRM from new form submissions in FastField Mobile Forms

Automate your lead generation process with this workflow. When you get a new form submission in the FastField Mobile Forms app, it instantly turns that information into a lead in Microsoft Dynamics 365 CRM. This streamlined process ensures you're always on top of capturing new leads, saving you time and helping you make the most of every business opportunity.

Automate your lead generation process with this workflow. When you get a new form submission in the FastField Mobile Forms app, it instantly turns that information into a lead in Microsoft Dynamics 365 CRM. This streamlined process ensures you're always on top of capturing new leads, saving you time and helping you make the most of every business opportunity.

  1. When this happens...
    FastField Mobile FormsFastField Mobile Forms
    New Form Submission

    Triggers when a new Form is submitted to FastField.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • List NameRequired

    • FileRequired

    Action
    Write
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • FormRequired

    Action
    Write
    • List NameRequired

    • FileRequired

    Action
    Write
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
fastfield logo
fastfield logo

About FastField Mobile Forms

FastField Mobile Forms is a flexible platform to efficiently capture custom form data using smartphones and tablets.
Learn moreHelp

Related categories

  • Forms & Surveys

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

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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