Redtail CRM

Redtail CRM + OmniFocus Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and OmniFocus, with as many as 2 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Redtail CRM + OmniFocus 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.

Create Task

Creates a new task in your OmniFocus Inbox.

Create New Opportunity

Creates a new opportunity.

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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.

OmniFocus is an incredible task management platform for Mac®, iPad®, and iPhone®.

See OmniFocus Integrations