Redtail CRM

Redtail CRM + Microsoft To-Do Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Microsoft To-Do, with as many as 10 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Redtail CRM + Microsoft To-Do 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

Triggers when a new task is created.

Create New Opportunity

Creates a new opportunity.

New List

Triggers when a new list is created.

Create Task

Creates a new task.

Create List

Creates a new list.

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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.

Microsoft To-Do is an intelligent task management app that makes it easy to plan and manage your day. With its intelligent Suggestions, To-Do removes all the clutter and empowers you to focus on what's important, when it's important.

See Microsoft To-Do Integrations