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Asana + Redtail CRM

Add Asana tasks for new Redtail CRM activities

  1. When this happens

    Step 1: Create Task

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

Supported triggers and actions

What does this mean?
asana logo
asana logo
asana logo

About Asana

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

Related categories

Project Management

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redtailcrm logo
redtailcrm logo
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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