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Asana + Apptivo Integrations

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

  • 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 Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.

Apptivo Integrations

Best ways to Integrate Asana + Apptivo

  • Asana Apptivo

    Asana + Apptivo

    Add Employee in apptivo when New Tag Created is created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Apptivo Add Employee
  • Asana Apptivo

    Asana + Apptivo

    Create Lead to apptivo from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Apptivo Create Lead
  • Asana Apptivo

    Asana + Apptivo

    Create Opportunity to apptivo from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Apptivo Create Opportunity
  • Asana Apptivo

    Asana + Apptivo

    Create Case to apptivo from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Apptivo Create Case
  • Asana Apptivo

    Asana + Apptivo

    Create Contact to apptivo from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Apptivo Create Contact
  • 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 + Apptivo in easier way

It's easy to connect Asana + Apptivo 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.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    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 Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Asana & Apptivo 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 Apptivo 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 Apptivo.

    (2 minutes)

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

Integration of Asana and Apptivo

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.