Redtail CRM

Redtail CRM + monday.com Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and monday.com, with as many as 42 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
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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 User

Triggers when a user is added to your account.

Update Person Column Value

Updates the value of a person column in a specific column on a specific board.

New Update

Triggers when a new Update is posted in your account.

Update Numeric Column Value

Updates the value of a numeric column in a specific column on a specific board.

Updated Column Value

Triggers when a column value of a specific board on a specific column changes.

Update Status Column Value

Updates the value of a status column in a specific column on a specific board.

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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.

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

See monday.com Integrations

Connect Redtail CRM + monday.com

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