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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

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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 Person

Triggers when a new person is created on Capsule CRM

New Task

Triggers when a new open task is created

New User

Triggers when a new user is added

New Case

Triggers when a new case is created

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

All Actions - Actions are the automated tasks

Create Person

Creates a new person on Capsule CRM

Create Case

Creates a new case

Create Task

Creates a new task

Create Opportunity

Creates a new opportunity

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

Similar apps

JetFormBuilder

WS Form

Fluent Forms

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

Similar apps

Nimble

Firmao

Agiled

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.

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Logic

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

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Custom functions

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

Learn more >
Network with us  

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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