Agile CRM + FastField Mobile Forms Integration

Integrate Agile CRM to FastField Mobile Forms in one click, or tell Integrately AI how you want each deal handled. Create dispatches, update lists, notify your field team, and track milestones automatically.

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • FastField Mobile Forms
    Form is submitted in FastField Mobile Forms Instant
  • FastField Mobile Forms
    Form is created in FastField Mobile Forms
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2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • FastField Mobile Forms
    Create form dispatch in FastField Mobile Forms
  • FastField Mobile Forms
    Update lookup list in FastField Mobile Forms
  • FastField Mobile Forms
    Search lookup list in FastField Mobile Forms
  • FastField Mobile Forms
    Search global list in FastField Mobile Forms
  • FastField Mobile Forms
    Update global list in FastField Mobile Forms

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Ready Workflows Ready Workflows for Agile CRM + FastField Mobile Forms Integration

Create dispatches from new deals, update lookup lists, notify your team, log details, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
FastField Mobile Forms + Agile CRM Integration

Create Agile CRM contact for new FastField Mobile Forms form submission

When someone completes your FastField Mobile Forms, a new contact is automatically created in your Agile CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the FastField Mobile Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a FastField Mobile Forms - Agile CRM integration set up makes it easy to manage your customer relationships and grow your business.
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FastField Mobile Forms + Agile CRM Integration

Create Agile CRM task for new FastField Mobile Forms form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Agile CRM tasks for new FastField Mobile Forms form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Agile CRM task for new FastField Mobile Forms form submission received today - your customers will thank you for it!
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Activate
FastField Mobile Forms + Agile CRM Integration

Create Agile CRM deal for new FastField Mobile Forms form submission

Integrating your Agile CRM with your FastField Mobile Forms, can help you automatically create new deals based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This FastField Mobile Forms - Agile CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Connect more apps to your Agile CRM + FastField Mobile Forms flow

Send form data to your spreadsheets, message your field teams, email clients, and track tasks. Pick a combination and activate it in one click.

Agile CRM
FastField Mobile Forms
+
Google SheetsGoogle Sheets (5)
+
TwilioTwilio (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
StripeStripe (3)
+
AsanaAsana (4)
F
G
A
Add every FastField Mobile Forms submission to Google Sheets, and create a contact in Agile CRM.
FastField Mobile Forms submissions instantly appear in your Google Sheets spreadsheet and create a new contact in Agile CRM, keeping your data organised and customer records up to date.
A
F
G
When a new Agile CRM deal is created, create a form dispatch in FastField Mobile Forms and log it in Google Sheets.
New Agile CRM deals generate a form dispatch in FastField Mobile Forms and record the details in Google Sheets instantly.
A
G
F
When an Agile CRM deal milestone changes, update the matching Google Sheets row and update a lookup list in FastField Mobile Forms.
Deal milestones in Agile CRM automatically update your Google Sheets row and refresh your FastField Mobile Forms lookup list.
F
A
G
Create an Agile CRM task for every FastField Mobile Forms submission, and log the dispatch in Google Sheets.
Field form submissions automatically generate Agile CRM tasks and update your Google Sheets records.
F
C
G
A
Use ChatGPT to summarise every FastField Mobile Forms submission, save the summary in Google Sheets, and create a contact in Agile CRM.
AI summarises form submissions before logging them in Google Sheets and creating contacts in Agile CRM.

Supported triggers and actions for Agile CRM and FastField Mobile Forms

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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FastField Mobile Forms
FastField Mobile Forms Triggers & Actions
Instant
Form is submitted in FastField Mobile Forms
Triggers the automation when a new form is submitted
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Form is created in FastField Mobile Forms
Triggers the automation when a new form is added
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Create form dispatch in FastField Mobile Forms
Creates and send out forms to a list of recpients
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Update lookup list in FastField Mobile Forms
Updates the lookup list with new information
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Search lookup list in FastField Mobile Forms
Searches for a lookup list
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Search global list in FastField Mobile Forms
Searches for a global list
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Update global list in FastField Mobile Forms
Updates the central list of information to reflect new data entered
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What can you automate with Agile CRM + FastField Mobile Forms?

Streamline your field data collection and CRM management with robust, automated workflows designed for modern sales and operations teams.

What you can automate?
🔗
Sync form submissions to CRM contacts automatically
Turn every FastField Mobile Forms submission into a new contact in Agile CRM the moment it is captured. Eliminate manual copying and start your follow-up workflow instantly.
📝
Capture every custom field and answer
Map detailed form responses, notes, and custom fields from FastField Mobile Forms straight into your Agile CRM records. Ensure your database retains complete context.
🔔
Alert your team the second forms arrive
Notify field supervisors and sales reps immediately in Slack or via SMS when critical mobile forms are submitted. Respond to customer needs without delay.
🔀
Route submissions using conditional rules
Branch your automation based on specific form selections, assigning priority tags in Agile CRM or dispatching different follow-up forms according to client tier.
🔄
Keep records updated across both platforms
Automatically update lookup lists, global lists, and deal milestones as work progresses in the field. Maintain perfect data symmetry between Agile CRM and FastField Mobile Forms.
🛡️
Prevent duplicate records and data errors
Search existing contacts and companies before creating new entries in Agile CRM. Keep your CRM clean and free of redundant submissions.
💳
Trigger workflows on deal milestone changes
Initiate form dispatches or task creation whenever an Agile CRM deal changes stages or reaches won status. Streamline project handoffs seamlessly.
🚀
Extend your workflow to external apps
Connect your core Agile CRM and FastField Mobile Forms flow to Google Sheets, Slack, Stripe, or Asana for complete end-to-end business automation.
And much more...

Who is Agile CRM + FastField Mobile Forms integration for?

Field operations and sales teams eliminate manual data entry, streamline form dispatches, and keep CRM records instantly synchronized across platforms.

Operations Managers
Operations Managers
Field Sales Representatives
Field Sales Representatives
Account Managers
Account Managers
Customer Support Teams
Customer Support Teams
Field Technicians
Field Technicians
Data Analysts
Data Analysts
📈
Operations Managers
You're overseeing field data collection across multiple dispatches but your CRM pipeline only updates when someone manually exports submissions, so the metrics you're optimising against are always outdated — with this integration, every form entry lands in Agile CRM instantly and your reports stay current.
⚡
Field Sales Representatives
You rely on rapid client follow-ups after site visits, but delays in transferring form submissions mean leads go cold before outreach begins — automating both apps means every submitted form creates a contact in Agile CRM immediately, so you can engage prospects while interest is high.
📋
Account Managers
You report on client onboarding status to stakeholders, but tracking form dispatches separately from deals creates blind spots in your pipeline — this integration means every deal stage shift updates your records automatically, providing an accurate audit trail.
🔄
Customer Support Teams
You handle high volumes of service tickets generated in the field, but manual entry leads to missed details and frustrated customers — automating both apps means every form submission generates an Agile CRM case instantly, ensuring zero dropped requests.
👷
Field Technicians
You depend on office teams to dispatch work orders, but miscommunications delay your on-site arrival and disrupt daily schedules — with this integration, new Agile CRM deals trigger form dispatches to your mobile device automatically.
📊
Data Analysts
You need a reliable historical record of customer interactions, but manual logging introduces gaps and formatting errors across your database — automating both apps means clean, verified data flows directly from mobile forms into Agile CRM every single time.
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Why choose Integrately to automate Agile CRM + FastField Mobile Forms

Build and manage your Agile CRM + FastField Mobile Forms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + FastField Mobile Forms with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Agile CRM to FastField Mobile Forms?
Frequently Asked Questions
You can connect Agile CRM to FastField Mobile Forms in 1-click using ready templates on Integrately. You can also connect Google Sheets, Slack, and other tools, or ask Integrately AI to build the integration for you.
Can I automatically create Agile CRM contacts from FastField Mobile Forms submissions?
Frequently Asked Questions
Can I connect Agile CRM, FastField Mobile Forms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and FastField Mobile Forms?
Frequently Asked Questions
How are contacts updated in Agile CRM during form submissions?
Frequently Asked Questions
Can I dispatch custom forms in FastField Mobile Forms when deals are created in Agile CRM?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and FastField Mobile Forms?
Frequently Asked Questions
Is the Agile CRM and FastField Mobile Forms integration free?
Frequently Asked Questions
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