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Google Tasks + Redtail CRM

Google Tasks + Redtail CRM

Google Tasks + Redtail CRM integrations

Create Google Tasks for new Redtail CRM activities

Efficiently manage your tasks by connecting Redtail CRM and Google Tasks with this seamless workflow. When a new activity is created in Redtail CRM, a corresponding task will be added to Google Tasks, ensuring important to-dos stay organized and on-track. Save time, eliminate manual data entry, and streamline your sales and customer relationship management processes with this automation.

  1. When this happens...
    Activity Created
    Activity Created
    Activity CreatedTriggers when a new activity is created in your database.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a new task.
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More things you can do with Redtail CRM and Google Tasks

Discover other triggers and actions you can use with Redtail CRM and Google Tasks

  • Redtail CRM triggers, actions, and search
    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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About Google Tasks
Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.
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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.
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