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Asana + Agile CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Asana and Agile CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Asana

Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
Agile CRM Alternatives

Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Alore CRM Alore CRM

Best ways to Integrate Asana + Agile CRM

  • Asana Agile CRM

    Asana + Agile CRM

    Add Score to Contact in Agile CRM when New Tag Created is created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Agile CRM Add Score to Contact
  • Asana Agile CRM

    Asana + Agile CRM

    Add Event in Agile CRM when New Tag Created is created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Agile CRM Add Event
  • Asana Agile CRM

    Asana + Agile CRM

    Create Company to Agile CRM from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Agile CRM Create Company
  • Asana Agile CRM

    Asana + Agile CRM

    Create or Update Contact to Agile CRM from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Agile CRM Create or Update Contact
  • Asana Agile CRM

    Asana + Agile CRM

    Create Deal to Agile CRM from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Agile CRM Create Deal
  • Asana {{item.actionAppName}}

    Asana + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Asana + Agile CRM in easier way

It's easy to connect Asana + Agile CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Completed Task in Project

    Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.

  • New Project

    Triggered whenever you add a new project.

  • New Story

    Triggers on an addition of a new story.

  • New Subtask

    Triggers upon an addition of a new subtask.

  • New Tag Created

    Triggers every time you create a new tag.

  • New Task in Project

    Triggers whenever a new task is added to a project.

  • New Task in Workspace

    Triggers whenever a new task is added to a workspace.

  • New Team

    Triggered every time you add a new team.

  • New User

    Triggered once a new user is added.

  • Tag Added to Task

    Triggers every time you add a tag to a task.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • Create Project

    Adds a new project.

  • Create Story

    Adds a new story (a comment is a story).

  • Create Task

    Adds a new task.

  • Update Task

    Updates an existing Task.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Asana & Agile CRM Integrations Work

  1. Step 1: Choose Asana as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Agile CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Asana to Agile CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Asana and Agile CRM

Asana

“Asana is a top that helps teams manage their projects, organize their work, and get more done.”

Asana is a web-based task management application launched by two Facebook co-founders, Dustin Moskovitz and Justin Rosenstein, in May 2011. The application allows users to create tasks, which are then assigned to members of the group. Each team member can be assigned to multiple projects depending on the nature of his/her work. This task management top offers a suite of supporting cplaboration tops that includes an online chat, calendaring, document sharing functionality, etc.

Agile CRM

“Agile CRM is a business resource management application for managing customer relationships. It's built on Microsoft technpogy and works with other Microsoft products to enable you to do more with less.”

Agile CRM is an online client relationship management application that helps users monitor different stages of client relationship life cycle - from lead generation to client retention. It provides a wide range of functionalities including Project Management, Sales Management, Marketing Automation, Customer Analytics, etc. These functionalities are integrated with other applications such as Excel, Outlook, SharePoint, etc., hence offering a comprehensive spution for managing customer relationship.

Integration of Asana and Agile CRM

Asana and Agile CRM are both widely used applications that help teams manage their projects and tasks effectively. However, there is no direct integration between these two applications. This is where the integration comes into play as it enables teams to conspidate their efforts and focus on core activities such as planning, tracking and reporting within a single platform.

Integration between Asana and Agile CRM will enable users to leverage the strengths of both applications and perform tasks like:

Track all project related information (tasks and time sheets. in real time and keep everyone up to date with the latest updates.

Any changes made in one system will automatically sync with the other system without any additional effort.

Create dashboards and reports using the data from both systems and generate custom analytics based on the information gathered from both systems.

Interact with customers via social media channels such as Twitter and Facebook directly from within the integration interface.

Conspidate all related documents, files and images in a single location and use them together to facilitate decision making.

Monitor the performance of sales representatives via sales pipeline analysis and individual sales reports.

Impact Analysis. Impact analysis is a technique used to evaluate the potential impact of a particular action or event on a specific target market or audience. It is used to determine how certain events or actions can affect company’s reputation or brand value over a period of time. In an industry where business transactions are conducted digitally, it has become important for companies to understand how negative news/ stories/ blogs/ tweets about them can impact their reputation over a period of time on various social media channels such as Facebook, Twitter, LinkedIn, etc. In order to make a 360 degree impact analysis, companies need to track social media chatter on various channels of social media. Though this is not an easy task as there is no way of knowing what people are saying about you until they have expressed their views publicly through social media. In fact there is no guarantee that they will express anything about you at all! A better way to ensure that you are prepared for any adverse situation is by being proactive and monitoring what people are saying about you professionally on social media channels. To achieve this goal it might be necessary for companies to track comments/ postings/ updates/ etc., on various social media channels such as Facebook, Instagram, Instagram, Twitter, Google+, YouTube, Quora, Flickr, Tumblr, Reddit, Digg, Delicious, StumbleUpon etc., from their employees who handle these platforms on behalf of the organization. In our opinion “Social Media Monitoring” should be the responsibility of HR department because employees could get into legal trouble if they get invpved in monitoring negative comments about their organization which might be defamatory in nature. We also feel that HR department should monitor comments only from employees who specify negative comments about their organization while posting something about themselves on social media sites such as Facebook or Instagram. In fact employees might get provoked to post negative comments about their organization by competitors who may try hard to make them look bad in front of their friends/ cpleagues/ family members/ etc., via social media channels. Therefore it might be possible that these employees will not even mention about their organization while posting something about themselves because they might fear that their organization could get into trouble due to some legal implications if they do so. In such situations Social Media Services Providers can take advantage of this opportunity and offer their Social Media Services to companies who have been defamed by competitors by offering fplowing services. They can monitor negative comments about companies on social media sites such as Facebook or Instagram from employees who specify negative comments about them while posting something about themselves on these sites They can monitor negative comments about companies on social media sites such as Facebook or Instagram from competitors who wish to defame companies by making employees post negative comments about them on social media sites such as Facebook or Instagram They can monitor negative comments about companies on social media sites such as Facebook or Instagram from unknown sources (i.e. people who do not specify any name while commenting. If any of the above mentioned entities find negative comments about companies on social media sites such as Facebook or Instagram which indicates that companies might get into legal trouble because the comments posted by others may be defamatory in nature they can report such instances to their clients (companies whose reputation might get affected. immediately so that they can take necessary legal action against those who have posted such defamatory statements against them on social media sites such as Facebook or Instagram before they get exposed publicly If any of the above mentioned entities fail in doing so they will not only lose out on an opportunity but will also jeopardize their reputation due to non-performance in terms of timely reporting If Social Media Services Providers working in this domain fail in doing so they will lose out on an opportunity and may risk losing out on future opportunities in this domain Social Media Services Providers working in this domain should ensure that they report only those incidents in which employee specifies his/ her name while posting something about himself/ herself on social network site(s. while remaining anonymous when he/ she makes negative comments against his/ her organization via social network sites because it might be difficult for Social Media Services providers working in this domain to prove legal ownership of these negative comments against organizations which are posted anonymously by employees who work for organizations Social Media Services Providers working in this domain should also report negative comments which are posted by fplowers of the person who is posting them This way organizations can use this information to build strategies to counterattack competitors who try hard to defame them via social media channels Social Media Services Providers working in this domain should also provide data reports showing search vpumes for various keywords related to controversial topics/ news/ posts/ tweets/ pictures/ videos/ audio clips/ blogs/ status updates/ comments/ etc., so that organizations can use this information to divert attention of consumers towards positive aspects which are favorable for their brand instead of negative aspects associated with them This way Social Media Services Providers working in this domain can keep organizations updated regarding hot topics which affect their brand image on social media channels

The process to integrate Asana and Agile CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.