Kanban Tool

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 5 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!
New Card

Triggers when a new card is added.

Create Card

Adds card to Kanbantool from another your service

New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

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