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Zapier makes it easy to integrate FastField Mobile Forms with Salesforce - no code necessary. See how you can get setup in minutes.
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FastField Mobile Forms
FastField Mobile Forms
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
FastField Mobile Forms
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Form Submission" from FastField Mobile Forms.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects FastField Mobile Forms and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use FastField Mobile Forms and Salesforce with AI agents and code
Beyond Zap workflows. Call FastField Mobile Forms and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose FastField Mobile Forms and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Form Dispatch
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use FastField Mobile Forms and Salesforce
Create Salesforce leads from FastField forms
When a new form is submitted in FastField Mobile Forms, Zapier automatically creates a lead in Salesforce with the submission data. This simplifies lead tracking and ensures no potential customer is overlooked, boosting follow-up efficiency.
When a new form is submitted in FastField Mobile Forms, Zapier automatically creates a record in Salesforce with the form data. This eliminates manual data entry, reduces errors, and ensures important information is centralized, saving time and improving accuracy.
When a new form is submitted in FastField Mobile Forms, Zapier creates a note in Salesforce linked to the relevant project or client. This ensures the project manager has instant access to the latest updates and can track progress more efficiently.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your FastField Mobile Forms to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
