Asana + Redtail CRM
Create new Redtail CRM activities from new Asana tasks
Streamline your workflow and increase productivity with this efficient automation. When a new task is created in Asana, it prompts a corresponding activity creation in Redtail CRM. This helps you maintain a unified account of your tasks and activities across both platforms, ensuring you're always organized and up-to-date.
Streamline your workflow and increase productivity with this efficient automation. When a new task is created in Asana, it prompts a corresponding activity creation in Redtail CRM. This helps you maintain a unified account of your tasks and activities across both platforms, ensuring you're always organized and up-to-date.
- When this happens...New Task
Triggered when a Task is added to a Project.
- automatically do this!Create Activity
Creates a new activity in your database.
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About Asana
Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
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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.
