Freshsales Suite + Onfleet

Create Onfleet tasks for new Freshsales Suite contacts

Efficiently manage your new contacts from Freshsales Suite by creating tasks in Onfleet automatically. With this workflow, every time you add a new contact in Freshsales Suite, a task will be created in Onfleet, helping you streamline your delivery process and enhance customer service. Stay organized and ensure timely deliveries with this seamless integration.

When this happens...
Contact UpdatedTriggers when a contact is updated and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Create TaskCreates a pickup or dropoff task.
ActionWrite

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More things you can do with Freshsales Suite and Onfleet

Discover other triggers and actions you can use with Freshsales Suite and Onfleet

- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
- Name
  Required
- Distance
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Order ID
  Required
Action
Write
- Merchant
  Required
- Executor
  Required
- Task Type
  Required
- Task Recipient
  Required
- Location Coordinates
  Required
- Assignment
  Required
- Dependency
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
- Custom Fields
Action
Write
- Merchant
  Required
- Executor
  Required
- Recipient Name
  Required
- Recipient Phone
  Required
- Recipient Notes
- Longitude
- Latitude
- Address Line 1
  Required
- Address Line 2
- Address City
  Required
- Address State / Province
  Required
- Address Post Code / Zip
  Required
- Address Country
  Required
- Task Details
- Complete After Timestamp
- Complete Before Timestamp
- Task Type
  Required
- Assignment
  Required
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
Action
Write

- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Delay
  Required
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
- ETA Threshold
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Order ID
  Required
Action
Write
- Pickup Recipient
  Required
- Dropoff Recipient
  Required
- Pickup Address Line 1
  Required
- Pickup Address Line 2
- Pickup Address City
  Required
- Pickup Address State
- Pickup Address Post Code / ZIP
- Pickup Address Country
  Required
- Pickup Details
- Pickup Signature Requirement
- Pickup Photo Requirement
- Pickup Notes Requirement
- Dropoff Address Line 1
  Required
- Dropoff Address Line 2
- Dropoff Address City
  Required
- Dropoff Address State
- Dropoff Address Post Code / ZIP
- Dropoff Address Country
  Required
- Dropoff Details
- Dropoff Signature Requirement
- Dropoff Photo Requirement
- Dropoff Notes Requirement
- Complete After Timestamp
- Complete Before Timestamp
- Quantity
Action
Write
- Merchant
  Required
- Executor
  Required
- Pickup Recipient
  Required
- Dropoff Recipient
  Required
- Location Coordinates
  Required
- Task Link Order
  Required
- Assignment
  Required
- Quantity
- Service Time
- Minimum Age Requirement
- Notes Requirement
- Photo Requirement
- Signature Requirement
Action
Write
- Order ID
  Required
- Pickup Recipient
  Required
- Pickup Details
- Pickup Signature Requirement
- Pickup Photo Requirement
- Pickup Notes Requirement
- Dropoff Recipient
  Required
- Dropoff Details
- Dropoff Signature Requirement
- Dropoff Photo Requirement
- Dropoff Notes Requirement
- Quantity
Action
Write

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

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Related categories

CRM (Customer Relationship Management)

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About Onfleet

Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.

Learn moreLearn moreHelpHelp

Related categories

Product Management