Kanban Tool + Redtail CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Kanban Tool and Redtail CRM, with as many as 19 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Kanban Tool + Redtail CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Kanban Tool
New Card

Triggers when a new card is added.

Kanban Tool
Create Card

Adds card to Kanbantool from another your service

Redtail CRM
New Activity

Triggers when a new activity is created.

Redtail CRM
Create New Activity

Creates a new activity.

Redtail CRM
New Contact

Triggers when a new contact is created.

Redtail CRM
Create New Contact

Creates a new contact.

Redtail CRM
Create New Opportunity

Creates a new opportunity.

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Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.

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.

See Redtail CRM Integrations