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Redtail CRM + Trello

Redtail CRM + Trello

Redtail CRM + Trello integrations

Create Trello cards for new Redtail CRM activities

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.

  1. When this happens...
    Activity Created
    Activity Created
    Activity CreatedTriggers when a new activity is created in your database.
  2. automatically do this!
    Move Card to List
    Move Card to List
    Move Card to ListMoves a specific card to a list on a specific board.
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More things you can do with Redtail CRM and Trello

Discover other triggers and actions you can use with Redtail CRM and Trello

  • Redtail CRM triggers, actions, and search
    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search
    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search
    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search
    Opportunity Created

    Triggers when a new opportunity is created in your database.

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

    Triggers when an activity is deleted in your database.

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

    Triggers when a new contact is created in your database.

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

    Triggers when an existing contact is updated in your database.

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

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