Redtail CRM
When this happens...
Redtail CRMNew Activity
Then do this...
TrelloCreate Card

Are you managing your clients in your CRM but using a to-do list to keep track of tasks? Once set up, this Zapier integration will automatically create a new card in Trello whenever a new activity is created in Redtail CRM to help you stay organized.

How this Redtail CRM-Trello integration works

  1. A new activity is created in Redtail CRM
  2. Zapier adds a new card to a Trello list

Apps involved

  • Redtail CRM
  • Trello

Why Zapier?

Free

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Redtail CRM + Trello 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.

Card Updated

Triggers when a Card is updated in Trello.

Create List

Adds a new list on a specific board.

New Notification

Triggers when you get a new notification in Trello.

Create Board

Creates a new board.

New Card

Triggers when a new card is added.

Create Card

Adds a new card on a specific board and list.

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Become a Zapier Integration Partner

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.

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

See Trello Integrations