Connect Monday to Redtail CRM
Workload lets you integrate Monday with Redtail CRM in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.
If this happens in Monday...
Then do this action in Redtail CRM!
How to Integrate Monday and Redtail CRM
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1. Authenticate your Monday and Redtail CRM accounts.
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2. Use one of the apps as a trigger to start the workflow.
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3. Choose one of the actions from the other app.
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4. Map the data fields you want to pass from one app to the other.
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5. If you get stuck, we’re here to help! Request help directly from the web application.
Video Tutorial: Integrate Monday and Redtail CRM Using Workload
Integrate your business software in minutes
From small workflows with just two steps to large critical operations, Workload automates work so teams aren’t bottlenecked with repetitive tasks.
Supported Monday + Redtail CRM Integrations
About Monday
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now. monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Related CategoriesProject Management
Similar Monday Apps
Yes! Monday and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Monday through it’s OAuth2.0 connection.
Prices for Monday vary according to usage. For the most accurate pricing, visit https://monday.com/pricing for more details.
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.
Related CategoriesCRM (Customer Relationship Management)
Similar Redtail CRM Apps
Yes! Redtail CRM and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Redtail CRM through it’s OAuth2.0 connection.
Prices for Redtail CRM vary according to usage. For the most accurate pricing, visit https://redtailcrm.com/pricing for more details.