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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

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.
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Related categories

  • CRM (Customer Relationship Management)

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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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