Skip to content
mfr - field service management logomfr - field service management logo
Redtail CRM logoRedtail CRM logo
mfr - field service management logomfr - field service management logo
Redtail CRM logoRedtail CRM logo

mfr - field service management + Redtail CRM

mfr - field service management + Redtail CRM

mfr - field service management + Redtail CRM integrations

Create locations in mfr - field service management for new contacts in Redtail CRM

Effortlessly keep your Redtail CRM contacts and mfr - field service management locations up-to-date with this automation. Once set up, every time a new contact is created in Redtail CRM, a corresponding service location will be created in mfr - field service management. This workflow ensures seamless data flow between both platforms, saving you time and preventing manual entry errors, so you can focus on providing exceptional service to your clients.

  1. When this happens...
    Contact Created
    Contact Created
    Contact CreatedTriggers when a new contact is created in your database.
  2. automatically do this!
    Create Location (Service Location)
    Create Location (Service Location)
    Create Location (Service Location)Create a location (service location) with a contact. This is an important job information for the technician.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Redtail CRM and mfr - field service management

Discover other triggers and actions you can use with Redtail CRM and mfr - field service management

  • Redtail CRM triggers, actions, and search
    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
mfr-field-service-management-ca1 logo
About mfr - field service management
Field Service Management platform for dispatching efficiently technicians. This platform helps customers to provide the best service onsite.
Related categories
redtailcrm logo
About Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier