Redtail CRM
When this happens...
Redtail CRMNew Activity
Then do this...
AsanaCreate Task

Keeping track of all your daily activities can be difficult. If you're using Asana to track your daily to-do's, this Zapier integration can help! Once activated, everytime a new activity is created in Redtail CRM, a new task will be added to Asana automatically.

How this Redtail CRM-Asana integration works

  1. A new activity is created in Redtail CRM
  2. Zapier adds a new task to Asana

Apps involved

  • Redtail CRM
  • Asana

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ others.

Become a Zapier Integration Partner

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