Redtail CRM

Redtail CRM + Asana Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Asana, with as many as 47 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
then do this!
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.

New Task in Project

Triggered when you add a new task to a project.

Create Story

Adds a new story (a comment is a story).

Tag Added to Task

Triggered when you add a tag to a task.

Create Task

Adds a new task.

Updated Task in Project

Triggered when a task in a project is updated.

Create Project

Adds a new project.

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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.

Asana is a collaborative information manager for workspace. It helps you organize people and tasks effectively.

See Asana Integrations