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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

What does this mean?
  • 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
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
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