Todoist

Todoist + Redtail CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Todoist and Redtail CRM, with as many as 29 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Todoist + Redtail CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Complete Task

Triggers when you complete a task on a project.

Create Project

Creates a new project.

New Incomplete Task

Triggers when you add an incomplete task to a project.

Create Task

Creates a new task.

New Activity

Triggers when a new activity is created.

Mark Task as Completed

Marks a task as being completed.

New Contact

Triggers when a new contact is created.

Create New Activity

Creates a new activity.

New Any Completed Task

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

Create New Contact

Creates a new contact.

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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!).

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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.

See Redtail CRM Integrations