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Google Tasks + Redtail CRM

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.

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...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Google TasksGoogle Tasks
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
google-tasks logo
google-tasks logo

About Google Tasks

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.
Learn moreHelp

Related categories

  • Google
  • Task Management

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redtailcrm logo
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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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