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.
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
Asana + CustomerlyCreate or Update Lead to Customerly from New Tag Created in Asana Read More...
Asana + CustomerlyCreate or Update User to Customerly from New Tag Created in Asana Read More...
Asana + CustomerlyAdd User Tag in Customerly when New Tag Created is created in Asana Read More...
Asana + CustomerlyCreate or Update Lead to Customerly from New Task in Project in Asana Read More...
Asana + CustomerlyCreate or Update User to Customerly from New Task in Project in Asana Read More...
It's easy to connect Asana + Customerly without coding knowledge. Start creating your own business flow.
Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.
Triggered whenever you add a new project.
Triggers on an addition of a new story.
Triggers upon an addition of a new subtask.
Triggers every time you create a new tag.
Triggers whenever a new task is added to a project.
Triggers whenever a new task is added to a workspace.
Triggered every time you add a new team.
Triggered once a new user is added.
Triggers every time you add a tag to a task.
Triggers when a new lead is created.
Triggers when a new user is created.
Adds a new project.
Adds a new story (a comment is a story).
Adds a new task.
Updates an existing Task.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
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 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.
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.
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.