FastField Mobile Forms + PipelineDeals Integration

Connect FastField Mobile Forms to PipelineDeals - Automate your workflows in 1-click

With FastField Mobile Forms automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Make use of PipelineDeals automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s FastField Mobile Forms + PipelineDeals integration.
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Ready Workflows For FastField Mobile Forms + PipelineDeals Integration

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FastField Mobile Forms + PipelineDeals Integration

Create PipelineDeals person for new FastField Mobile Forms form submission

When someone completes your FastField Mobile Forms, a new person is automatically created in your PipelineDeals. 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 person, so you don't have to waste time manually entering data. Thus, having a FastField Mobile Forms - PipelineDeals integration set up makes it easy to manage your customer relationships and grow your business.
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FastField Mobile Forms + PipelineDeals Integration

Create PipelineDeals deal for new FastField Mobile Forms form submission

Integrating your PipelineDeals 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 - PipelineDeals 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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FastField Mobile Forms + PipelineDeals Integration

Create PipelineDeals 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 PipelineDeals 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 PipelineDeals task for new FastField Mobile Forms form submission received today - your customers will thank you for it!
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Create Your Own FastField Mobile Forms & PipelineDeals Integration Without Any Code

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FastField Mobile Forms + PipelineDeals Integration
1.
  • FastField Mobile Forms
    Form is submitted in FastField Mobile Forms

    Triggers the automation whenever a new form is submitted

    Instant
  • FastField Mobile Forms
    Form is created in FastField Mobile Forms

    Triggers the automation whenever a new form is added

  • PipelineDeals
    Person is created in PipelineDeals

    Triggers the automation whenever a new person is created

    Instant
  • PipelineDeals
    Company is created in PipelineDeals

    Triggers the automation whenever a new company is created

    Instant
  • PipelineDeals
    Deal is created in PipelineDeals

    Triggers the automation whenever a deal is created

    Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals

    Triggers the automation whenever the deal status is changed

    Instant
  • PipelineDeals
    Deal is moved in PipelineDeals

    Triggers the automation whenever a deal is moved with

    Instant
2.
  • FastField Mobile Forms
    Create form dispatch in FastField Mobile Forms

    Automatically creates and send out forms to a list of recpients

  • FastField Mobile Forms
    Update lookup list in FastField Mobile Forms

    Automatically updates the lookup list with new information

  • FastField Mobile Forms
    Search lookup list in FastField Mobile Forms

    Automatically searches for a lookup list

  • FastField Mobile Forms
    Search global list in FastField Mobile Forms

    Automatically searches for a global list

  • FastField Mobile Forms
    Update global list in FastField Mobile Forms

    Automatically updates the central list of information to reflect new data entered

  • PipelineDeals
    Create Deal in PipelineDeals

    Automatically generates a new deal with

  • PipelineDeals
    Update Deal in PipelineDeals

    Automatically updates deal information based on new criteria or changes

  • PipelineDeals
    Create Person in PipelineDeals

    Automatically generates a new person

  • PipelineDeals
    Update Person in PipelineDeals

    Automatically updates the information of a person

  • PipelineDeals
    Create Company in PipelineDeals

    Automatically generates a new company profile with given details

  • PipelineDeals
    Update Company in PipelineDeals

    Automatically updates company information

  • PipelineDeals
    Search company in PipelineDeals

    Automatically find information about a company

  • PipelineDeals
    Search deal in PipelineDeals

    Automatically retrieves and find a deal

  • PipelineDeals
    Create Task in PipelineDeals

    Automatically creates a new task

  • PipelineDeals
    Create Activity (Note) in PipelineDeals

    Automatically creates a new activity with a note

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Integrate FastField Mobile Forms & PipelineDeals In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect FastField Mobile Forms or PipelineDeals With 1200+ Other Apps

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FastField is a mobile platform for custom form capture, powering field sales teams in the field. It is an innovative platform leveraging cloud technology that saves users' time and money while ensuring error-free data collection.

See FastField Mobile Forms Integrations
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PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!

See PipelineDeals Integrations

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