Onfleet and Salesforce automations

Ready-made scenarios where Onfleet and Salesforce work for you: pick one — a copy appears in your account and runs on its own.

32 scenarios

New issues in Onfleet — tasks in Salesforce
New lead in Salesforce becomes a task in Onfleet
Deal moves a stage in Salesforce — a task appears in Onfleet
Work tasks copy into your personal Salesforce
New CRM deal, task in your task manager
New Salesforce projects become tasks in Onfleet
Salesforce submissions become tasks in Onfleet
Move tasks from one Salesforce to the one you actually use
Tasks from one Salesforce mirrored in the other
Personal tasks flow into the team Salesforce
Tasks sync into your other Salesforce
Tasks from one task manager, mirrored in the other
Copy tasks from one Salesforce to another
Tasks from one Salesforce — copied into the other Salesforce
Tasks from one Salesforce appear in the other
Customer tickets into team tasks
All work accounts for a new hire from one form
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Fast-track VIP support tickets — instant task and alert
Stuck tickets, followed up automatically
Urgent tickets become tasks and an instant team alert
Contract renewal reminders: an email to the client, a task for the rep
A lead replies — the CRM card updates and a task lands on a rep
Ticket triage and escalation with response-time control
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Tasks from your meeting recording, straight into the tracker
An end-of-day report — written by AI and sent for you
Tasks from Salesforce — straight into Onfleet, always in sync
Action-emails — straight onto your to-do list
A requirements doc that keeps itself current
A personal assistant in your messenger: email, calendar, tasks, expenses