FastField Mobile Forms + Redtail CRM
Update FastField Mobile Forms lookup lists when Redtail CRM contacts are updated
Keep your FastField Mobile Forms Lookup Lists up to date with every change made to your Redtail CRM contacts. With this automation, whenever a contact is updated in Redtail CRM, the corresponding Lookup List in FastField Mobile Forms will be updated as well. This ensures that you always have the most accurate and current information in your mobile forms without any manual work.
Keep your FastField Mobile Forms Lookup Lists up to date with every change made to your Redtail CRM contacts. With this automation, whenever a contact is updated in Redtail CRM, the corresponding Lookup List in FastField Mobile Forms will be updated as well. This ensures that you always have the most accurate and current information in your mobile forms without any manual work.
- When this happens...Contact Updated
Triggers when an existing contact is updated 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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