Add Asana tasks for new Redtail CRM activities

Keeping track of all your daily activities can be difficult. If you're using Asana to track your daily to-do's, this Zapier integration can help! Once activated, everytime a new activity is created in Redtail CRM, a new task will be added to Asana automatically.

How this Redtail CRM-Asana integration works

  1. A new activity is created in Redtail CRM
  2. Zapier adds a new task to Asana

Apps involved

  • Redtail CRM
  • Asana
Add Asana tasks for new Redtail CRM activities
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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.

Asana integration logo

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

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