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 Updated
Triggers when a contact is updated and retrieves 1,000 records in a single polling.
TriggerScheduled
automatically do this!
Create Task
Creates a pickup or dropoff task.
ActionWrite

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Supported triggers and actions

What does this mean?

- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- 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
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- 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
- NameRequired
- DistanceRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- Order IDRequired
Action
Write
- MerchantRequired
- ExecutorRequired
- Task TypeRequired
- Task RecipientRequired
- Location CoordinatesRequired
- AssignmentRequired
- Dependency
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
Action
Write
- MerchantRequired
- ExecutorRequired
- Recipient NameRequired
- Recipient PhoneRequired
- Recipient Notes
- Longitude
- Latitude
- Address Line 1Required
- Address Line 2
- Address CityRequired
- Address State / ProvinceRequired
- Address Post Code / ZipRequired
- Address CountryRequired
- Task Details
- Complete After Timestamp
- Complete Before Timestamp
- Task TypeRequired
- AssignmentRequired
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
Action
Write

- Filter NameRequired
- Include Contact Details
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
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 moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
- EmailRequired
- 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
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- DelayRequired
- NameRequired
Trigger
Instant
Try It
- NameRequired
- ETA ThresholdRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- Order IDRequired
Action
Write
- Pickup RecipientRequired
- Dropoff RecipientRequired
- Pickup Address Line 1Required
- Pickup Address Line 2
- Pickup Address CityRequired
- Pickup Address State
- Pickup Address Post Code / ZIP
- Pickup Address CountryRequired
- Pickup Details
- Dropoff Address Line 1Required
- Dropoff Address Line 2
- Dropoff Address CityRequired
- Dropoff Address State
- Dropoff Address Post Code / ZIP
- Dropoff Address CountryRequired
- Dropoff Details
- Complete After Timestamp
- Complete Before Timestamp
- Quantity
- Notes Requirement
- Photo Requirement
- Signature Requirement
Action
Write
- MerchantRequired
- ExecutorRequired
- Pickup RecipientRequired
- Dropoff RecipientRequired
- Location CoordinatesRequired
- Task Link OrderRequired
- AssignmentRequired
- Quantity
- Service Time
- Minimum Age Requirement
- Notes Requirement
- Photo Requirement
- Signature Requirement
Action
Write
- Order IDRequired
- Pickup RecipientRequired
- Dropoff RecipientRequired
- Pickup Details
- Dropoff Details
- Quantity
- Signature Requirement
- Photo Requirement
- Notes Requirement
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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 more

Related categories

Product Management

PRODUCTS

CAPABILITIES

By team

Freshsales Suite + Onfleet

Create Onfleet tasks for new Freshsales Suite contacts

Contacts Added to a List

New Account

Filter NameRequired

Contact Updated

Filter NameRequired

New Deal

Filter NameRequired

Create Meeting

TitleRequired

Associated ModuleRequired

Attendees EmailRequired

From DateRequired

To DateRequired

Targetable IdRequired

Location

Description

Time Zone

Outcome

Create Task

Associated ModuleRequired

Targetable IdRequired

TitleRequired

Due DateRequired

Owner IdRequired

Outcome IdRequired

Description

Task Type

Collaborators

Create a Record on Custom Module

Module NameRequired

Create Custom Sales Activity

Associated ModuleRequired

Targetable IdRequired

TitleRequired

Owner IdRequired

Start DateRequired

End DateRequired

Sales Activity TypeRequired

Outcome

Location

Collaborators

Notes

Create a Marketing Event

Unique Identifer NameRequired

Unique IdentifierRequired

Event NameRequired

Additional Event Properties

Update Account

Update ByRequired

Enter Account Name /Account IDRequired

Update Deal

Deal IDRequired

Find Account

Search ByRequired

Enter Account ID / NameRequired

Find Contact by Unique Fields

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired

Search the matching Contacts

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired

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

Search the matching Contacts

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired

First Name

Last Name

Work Number