Kommo + Redtail CRM

Create tasks in Kommo for new Redtail CRM contacts

Effortlessly manage your new contacts with this Redtail CRM and Kommo workflow. Whenever you create a new contact in Redtail CRM, a task will be generated in Kommo, helping you stay organized and on top of your relationships. Enhance your productivity and streamline your client management process with this seamless automation.

Effortlessly manage your new contacts with this Redtail CRM and Kommo workflow. Whenever you create a new contact in Redtail CRM, a task will be generated in Kommo, helping you stay organized and on top of your relationships. Enhance your productivity and streamline your client management process with this seamless automation.

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

    Triggers when a new contact 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

kommo logo
kommo logo

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.
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  • CRM (Customer Relationship Management)

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redtailcrm logo
redtailcrm logo

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.
Learn more

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  • CRM (Customer Relationship Management)

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