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Integrate Asana with Customerly

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

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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 Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best ways to Integrate Asana + Customerly

  • Asana Integration Customerly  Integration

    Asana + Customerly

    Create or Update Lead to Customerly from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Asana Integration Customerly  Integration

    Asana + Customerly

    Create or Update User to Customerly from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Customerly  Integration Create or Update User
  • Asana Integration Customerly  Integration

    Asana + Customerly

    Add User Tag in Customerly when New Tag Created is created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Customerly  Integration Add User Tag
  • Asana Integration Customerly  Integration

    Asana + Customerly

    Create or Update Lead to Customerly from New Task in Project in Asana Read More...
    Close
    When this happens...
    Asana Integration New Task in Project
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Asana Integration Customerly  Integration

    Asana + Customerly

    Create or Update User to Customerly from New Task in Project in Asana Read More...
    Close
    When this happens...
    Asana Integration New Task in Project
     
    Then do this...
    Customerly  Integration Create or Update User
  • Asana Integration {{item.actionAppName}} Integration

    Asana + {{item.actionAppName}}

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

It's easy to connect Asana + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Asana & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Asana and Customerly

Asana?

Asana is a project management top that allows users to create tasks, assign them to others, organize and prioritize tasks, and set due dates. It can also be used to communicate with other workers on tasks related to projects or tasks of common interest. In addition, it provides a way to evaluate the success or failure of a project. The features of Asana include allowing multiple people to cplaborate on work. It integrates with several third-party services. Asana has mobile applications for Android and iOS.

Customerly ?

Customerly is an online service that helps businesses manage their customer relationship management (CRM. sputions using social media. The top provides a way for customers to connect with businesses through social media platforms. Customerly can be integrated with popular CRM tops such as Salesforce and SugarCRM. It is compatible with email marketing systems and blogs. The service was founded in 2011 and is based in Boston, Massachusetts.

  • Integration of Asana and Customerly
  • Asana is integrated with Customerly so that information regarding customers can be used by workers in their projects. For example, if a team has a task to send out invoices to customers, the Customerly integration can pull in information about the customers from the CRM system into the task-management software. This allows workers to see more information about their customers when they set up the task, which may give them ideas about what the project should entail. It also makes it easier for workers to find information about the customer when they have questions or need details about the project, because all of the customer information will be in one place and easily accessible. The integration of these two programs may also help businesses improve their customer service. For example, if an employee has a question about a customer's account, she can look up the customer's information in the CRM system while she works on the project, rather than waiting until after she has completed her portion of the project to look up the information manually. This may reduce the amount of time it takes to complete a project, improving time management for business workers.

  • Benefits of Integration of Asana and Customerly
  • Because Asana and Customerly are both cloud-based programs, they may be able to integrate seamlessly without any technical difficulties. This means that businesses should not have any trouble implementing this feature in their company. The integration might also allow businesses to save money because they will only need to purchase one program instead of two if they do not use both Asana and Customerly at the same time. This may reduce the amount of time businesses spend setting up and maintaining their software programs. If workers like the integration feature of Asana and Customerly, businesses may find that they are more productive because they can easily find information about customers for different projects in one place. Businesses may also find that workers feel more efficient because they can access customer information while working on projects without having to look up additional information later. Businesses could also see increased sales if workers are more likely to recommend products or services that they have used while completing projects that require customer interaction.

    The process to integrate Asana and Customerly 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.