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Kommo + Redtail CRM

Create tasks in Kommo for new Redtail CRM activities

Stay on top of your Redtail CRM activities by effortlessly creating tasks in Kommo. This automation streamlines your workflow by turning new activity in Redtail CRM into a task in Kommo. Spend less time manually transferring information and more time focusing on what matters most – building relationships with your clients.

Stay on top of your Redtail CRM activities by effortlessly creating tasks in Kommo. This automation streamlines your workflow by turning new activity in Redtail CRM into a task in Kommo. Spend less time manually transferring information and more time focusing on what matters most – building relationships with your clients.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    KommoKommo
    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
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About Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
Learn moreHelp

Related categories

  • CRM (Customer Relationship 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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