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Redtail CRM + Runrun.it

Redtail CRM + Runrun.it

Redtail CRM + Runrun.it integrations

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.

  1. When this happens...
    Activity Created
    Activity Created
    Activity CreatedTriggers when a new activity is created in your database.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a new task.
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More things you can do with Redtail CRM and Runrun.it

Discover other triggers and actions you can use with Redtail CRM and Runrun.it

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