FastField Mobile Forms + Zoho CRM
Create FastField Mobile Forms form dispatches for new or updated Zoho CRM contacts
Effortlessly manage your contact updates from Zoho CRM while streamlining your workforce with this seamless automation. With this workflow, every time a new or updated contact appears in Zoho CRM, a form dispatch will be created in FastField Mobile Forms to ensure that the necessary tasks or follow-ups are assigned accordingly. Simplify your contact management process and increase your team's productivity with this powerful integration.
Effortlessly manage your contact updates from Zoho CRM while streamlining your workforce with this seamless automation. With this workflow, every time a new or updated contact appears in Zoho CRM, a form dispatch will be created in FastField Mobile Forms to ensure that the necessary tasks or follow-ups are assigned accordingly. Simplify your contact management process and increase your team's productivity with this powerful integration.
- When this happens...New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
- automatically do this!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.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
