Redtail CRM

Redtail CRM + Project Manager Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Project Manager, with as many as 25 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Redtail CRM + Project Manager 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 Task

Triggers when a task is created on the ProjectManager.com My Tasks page.

Create New Opportunity

Creates a new opportunity.

New Issue

Triggers when a new issue is created in ProjectManager.com

Create Issue

Creates a new Issue.

New File

Triggers when a new file is added to ProjectManager.com

Create a Timesheet

Creates a new timesheet for the current day.

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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.

ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.

See Project Manager Integrations