Integrate FastField with Capsule CRM

Send information between FastField and Capsule CRM automatically, without writing any code, using Zoho Flow.

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Create a new person in Capsule CRM for every form entry submitted in FastField

Save time and reduce errors by capturing contact details directly from forms into your customer relationship management software. This workflow will generate a new person in Capsule CRM using the form inputs received in FastField.

How it works
  1. The flow triggers when a new submission is created in FastField.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM for every form entry submitted in FastField

FastField + Capsule CRM

Build your own integrations between FastField and Capsule CRM

Connect FastField and Capsule CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate FastField and Capsule CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Submission created

Triggers when a new submission is created

New Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

Create Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Find person

Finds the details of the specified person by ID

What is FastField?

FastField is a fully customizable mobile forms solution that lets you build and distribute digital forms for inspections, checklists, or any other data collection needs.

Forms Survey

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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