Onfleet + Redtail CRM

Create Onfleet tasks for new Redtail CRM contacts

Effortlessly manage your tasks with this Redtail CRM and Onfleet integration. When a new contact is created in Redtail CRM, a task will be created in Onfleet, ensuring that your team is always up-to-date with the latest client information. Stay organized and improve efficiency with this seamless automation.

Effortlessly manage your tasks with this Redtail CRM and Onfleet integration. When a new contact is created in Redtail CRM, a task will be created in Onfleet, ensuring that your team is always up-to-date with the latest client information. Stay organized and improve efficiency with this seamless automation.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    OnfleetOnfleet
    Create Task

    Creates a pickup or dropoff task.

    ActionWrite
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Supported triggers and actions

onfleet logo
onfleet logo

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
redtailcrm logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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