Redtail CRM

Redtail CRM + Todoist Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Todoist, with as many as 23 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Redtail CRM + Todoist 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.

New Incomplete Task

Triggers when you add an incomplete task to a project.

Create Project

Creates a new project.

New Completed Task

Only for Todoist Premium users! Triggers when you complete a task (including recurring tasks) on a project.

Create Task

Creates a new task.

New Project

Triggers when a new project is created.

Mark Task as Completed

Marks a task as being completed.

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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.

Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).

See Todoist Integrations

Connect Redtail CRM + Todoist

Connect the apps you use everyday and find your productivity super-powers.

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