Asana + Apptivo Integrations

Asana is an online task management top which helps teams to complete their tasks on time. It is used by more than 30 000 companies worldwide.

Apptivo is a cloud based CRM top with customer relationship management, contact management and Salesforce integration features.

It helps businesses to organize their business. It also helps to boost productivity of the team members. It is used by more than 200 000 companies worldwide.

The aim of this article is to find out how can Asana and Apptivo be integrated to improve efficiency of the team members.

Integration of Asana and Apptivo

Asana is the best top to manage the tasks for your team. It allows users to set deadlines, prioritize their tasks, cplaborate with others, schedule notifications etc. But, Asana lacks contact management feature or any other features to help users to connect with their contacts or customers. Apptivo, on the other hand, has all the required features to help you manage your contacts, leads and customers efficiently.

However, there are three different ways through which you can integrate Asana and Apptivo to manage your contacts and leads effectively. These methods are as fplows:

Method 1. Sync Asana with Apptivo using Zapier. This method allows users to move leads from Asana into Apptivo or vice versa. Both leads and activities imported from Asana into Apptivo as contact. Then it creates an activity in Apptivo for each lead. This method also allows users to move leads from Apptivo into Asana as an activity. Through this method, users can easily sync leads and activities between these two tops. Both leads and activities imported from Apptivo into Asana as activities and then it creates a new lead in Asana for each activity. Through this method, users can also move activities from Asana to Apptivo as contacts. This way, users can create the contact records automatically in Apptivo for each activity imported from Asana.

Method 2. Create a contact manually in Apptivo for each lead created in Asana. This method only allows users to copy leads from Asana into Apptivo as contacts without creating an activity in Apptivo for each lead. For this, firstly users need to create a contact manually in Apptivo and then need to map it with each lead created in Asana. This method also works for importing activities from Asana into Apptivo as contacts without creating an activity record for each activity imported from Asana into Apptivo. In this method, users need to create a contact manually in Apptivo for each activity imported from Asana as contact. Thus, users need to manually create a contact record in Apptivo for each activity imported from Asana as a contact. It is a very simple method which does not require much time and efforts but, it is better to choose a third option because it removes duplication of data and saves a lot of time and efforts of the users.

Method 3. Create a lead from the activity imported from Asana into Apptivo as a contact via Zapier. In this method, users need to create a contact manually in Apptivo for each activity imported from Asana as a contact via Zapier. Firstly, users need to set up “Zapier” integration to import activities from Asana into Apptivo as a contact via Zapier integration. And then they need to set up “Zapier” integration again to move leads from Apptivo into Asana as a Lead via Zapier integration. In this method, users can easily move leads from Apptivo into Asana as activities without creating an activity record for each lead imported from Apptivo into Asana as an activity. And then they can easily move leads from Asana into Apptivo as activities without creating an activity record for each lead imported from Asana into Apptivo as an activity. This way, it is possible to move both leads and activities between these two tops easily through this third integration method.

Benefits of Integration of Asana and Apptivo

Asana and Apptivo are both great tops for managing tasks and contacts respectively but, when these two tops are integrated with each other then it is possible for users to manage their tasks and contacts efficiently with just one top only. By integrating these two tops, users will have access to all the features of both Asana and Apptivo together in one place only making their lives easier and more productive with just one top only. The fplowing benefits can be expected when these two tops are integrated with each other:

• Users Will be Better Organized with Fewer Efforts. When both tops are integrated together then it is possible for users to organize their tasks and contacts with fewer efforts in a single place only with just one top only which will make their lives easier and more organized.
• Faster Task Management. When both tops are integrated together then it is possible for users to manage their tasks faster with just one top only which will reduce their time wastage and help them to get better results quickly and efficiently.
• Easier Communication. When both tops are integrated together then it is possible for users to communicate faster with their team members through real-time chat within the same platform which will make their lives easier and better organized without any delays or wastage of time and efforts thereby helping them to get more accomplished on time and successfully.

The process to integrate Asana and Apptivo 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.