FastField Mobile Forms + Microsoft Dynamics 365 CRM

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.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    FastField Mobile FormsFastField Mobile Forms
    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.

    ActionWrite
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Supported triggers and actions

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About FastField Mobile Forms

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

Related categories

  • Forms & Surveys

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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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