DriverReach + Redtail CRM

Create driver leads in DriverReach from new Redtail CRM activities

Effortlessly streamline your lead management process with this Redtail CRM and DriverReach automation. Whenever a new activity is created in Redtail CRM, a driver lead will be generated in DriverReach, saving you time and ensuring that potential drivers are quickly added to your pipeline. Stay organized and efficient by allowing this workflow to handle your lead creation tasks.

When this happens...
Activity Created
Triggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create Driver Lead
Creates a new driver lead in DriverReach.
ActionWrite

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Supported triggers and actions

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- PhoneRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Lived at this residence for 3 years or more?
- Legally eligible to work in the U.S.?
- Can read, write, speak and understand English?
- Drug and alcohol positive tests or refusals
- Can provide documentation, that confirms successful completion of the DOT return to duty process?
- Applicant has a TWIC card?
- TWIC Card expiration
- Revoked licenses, permits or privileges
- Please explain license issues (include dates and details)
- Driving convictions
- Explain convictions (include dates and details)
- Drug and alcohol convictions
- Explain drug convictions (include dates and details)
- Date of Birth
- CDL Driving Experience
- CDL Class
- CDL Number
- CDL State
- CDL Expiration
- Has Endorsements
- Endorsement List
- Location Name
- Lead Source Name
- Position Type
- Driving Experience Years
- Reference Code
- Variety
- Notes
- Violation Date
- State Where Violation Occurred
- Charge or Description
- Driving a Commercial Vehicle?
- Penalty / Fine
- Date of the Accident
- Accident City
- Accident State
- Accident Details
- In a Commercial Vehicle?
- Was This Accident Preventable?
- Any Injuries or Fatalities?
- Was Anyone Towed?
- Was a Ticket Issued as a Result?
- Company Name
- Current Employer?
- Start Date
- End Date
- Street Address 1
- Street Address 2
- City
- State
- Zip Code
- Company Email
- Company Phone
- Company Fax
- Position Held
- Reason for Leaving?
- May this Employer be Contacted?
- Operated a Commercial Motor Vehicle?
- Subject to FMCSRs and Subject to Alcohol and Controlled Substance Testing?
- Type of Work Performed (enter all that apply)
- Equipment Operated During Employment (enter all that apply)
- Branch of Service
- Start Date
- End Date
- Rank at Discharge
- Operated Heavy Equipment?
- Received Honorable Discharge?
- Explain Discharge
- School Name
- Start Date
- End Date
- City
- State
- School Email
- School Fax Number
- School Phone Number
- Subject to FMCSRs and Subject to Alcohol and Controlled Substance Testing?
- Unemployment Start Date
- Unemployment End Date
- Unemployment Details
- Currently Unemployed?
- Custom applicant fields
- Question
- Answer
Action
Write

About DriverReach

DriverReach is a Recruiting Management System for hiring CDL drivers. Use the DriverReach Action to send driver lead info to DriverReach.

Related categories

HR Talent & Recruitment

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