Integrate Freshsales with Asana

Send information between Freshsales and Asana automatically, without writing any code, using Zoho Flow.

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Create Asana tasks for new deals in Freshsales

This flow creates a new deal in Freshsales each time a task is added in Asana. That way, your team can easily collaborate on related activities and close the deal much faster.

How it works

1. A new deal is added in Freshsales.

2. Zoho Flow creates a task in Asana.

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Create Asana tasks for new deals in Freshsales

Freshsales + Asana

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Supported triggers and actions

Integrate Freshsales and Asana using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New lead

Triggers when a new lead is created in the selected view

New contact

Triggers when a new contact is created in the selected view

New account

Triggers when a new account is created in the selected view

New deal

Triggers when a new deal is created in the selected view

User added

Triggers when a new user is added in the selected workspace

Task created

Triggers when a new task is created

Team created

Triggers when a team is created in the selected organization

Task tagged

Triggers when a task is tagged in the selected project

Task section changed

Triggers when a change is made to a task section

Workspace or organization created

Triggers when a new workspace or organization is created

Task completed

Triggers when an existing task is completed

Project created

Triggers when a new project is created

Task updated

Triggers when the details of an existing task are updated

Project updated

Triggers when the details of an existing project are updated

Tag added

Triggers when a new tag is added in the selected workspace

All Actions - Actions are the automated tasks

Add note to contact

Adds a note to the selected contact

Create contact

Creates a new contact

Create deal

Creates a new deal

Create lead

Creates a new lead

Add note to lead

Adds a note to the selected lead

Update contact

Updates the details of an existing contact

Update lead

Updates the details of an existing lead

Convert lead

Converts a lead to contact

Fetch contact by email address

Fetches a contact by email

Fetch lead by ID

Fetches a lead by ID

Fetch contact by ID

Fetches a contact by ID

Fetch lead by email address

Fetches a lead by email

Create project in team

Creates a new project in the selected team

Create task in project

Creates a new task with custom fields in the selected project

Create project in workspace

Creates a new project in the selected workspace

Create subtask

Creates a new subtask under the specified task

Create project from template

Creates a new project from the selected template

Create story

Creates a new story for the specified task

Add task to section

Adds a new task to the specified section

Duplicate project

Creates a duplicate copy of an existing project with a different name

Create task

Creates a new task in the selected project

Update task

Updates the details of an existing task

Update task in project

Updates the details (include custom fields) of an existing task

Update project

Updates the details of an existing project

Fetch task

Fetches a task by its GID

Fetch task in project

Fetches the details (including custom fields) of an existing task in a project by its GID

Fetch user

Fetches the details of an existing user by email

What is Freshsales?

Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.

CRM

What is Asana?

Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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