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  • Redtail CRM logoRedtail CRM logo

Asana + Redtail CRM Integrations

How to connect Asana + Redtail CRM

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How Asana + Redtail CRM Integrations Work

  1. Step 1: Authenticate Asana and Redtail CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Asana Tutorials

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asana logo

About Asana

Asana is a collaborative information manager for workspace. It helps you organize people and tasks effectively.
Learn more

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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

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