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Redtail CRM + Runrun.it

Create tasks in Runrun.it from new activities in Redtail CRM

Streamline your Redtail CRM activities and Runrun.it tasks with this efficient workflow. Once set up, every time a new activity is created in Redtail CRM, a corresponding task will be created in Runrun.it, ensuring nothing falls through the cracks. Stay organized and focused on what matters most by letting this integration handle the task management for you.

Streamline your Redtail CRM activities and Runrun.it tasks with this efficient workflow. Once set up, every time a new activity is created in Redtail CRM, a corresponding task will be created in Runrun.it, ensuring nothing falls through the cracks. Stay organized and focused on what matters most by letting this integration handle the task management for you.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Runrun.itRunrun.it
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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redtailcrm logo

About Redtail CRM

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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runrunit logo
runrunit logo

About Runrun.it

Runrun.it is a solution for task, time, and performance management. Simple, powerful and tightly integrated.

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