FastField Mobile Forms + Redtail CRM
Create and update FastField Mobile Forms lists with new Redtail CRM contacts
Effortlessly keep your contact information up-to-date between Redtail CRM and FastField Mobile Forms with this seamless workflow. When a new contact is created in Redtail CRM, their details will be automatically added to your FastField Mobile Forms lookup list, ensuring your forms always have the most current information available. Say goodbye to manual updates and improve your team's efficiency with this streamlined data management solution.
Effortlessly keep your contact information up-to-date between Redtail CRM and FastField Mobile Forms with this seamless workflow. When a new contact is created in Redtail CRM, their details will be automatically added to your FastField Mobile Forms lookup list, ensuring your forms always have the most current information available. Say goodbye to manual updates and improve your team's efficiency with this streamlined data management solution.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- 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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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
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Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
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