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.
Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.
Freshsales IntegrationsAsana + Freshsales
Update Lead in Freshsales when New Tag Created is created in Asana Read More...Asana + Freshsales
Update Lead in Freshsales when New Task in Project is created in Asana Read More...It's easy to connect Asana + Freshsales 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 contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Adds a new project.
Adds a new story (a comment is a story).
Adds a new task.
Updates an existing Task.
Creates a new lead.
Updates an existing lead.
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Asana is a project management top that helps the users to manage their tasks efficiently. It allows the users to assign tasks to themselves or to others, set deadlines, share a task list with other team members, and stay up-to-date with the progress of their work. It also provides templates, integrations with third party apps, and a forum for discussions.
Freshsales is the leading CRM software that helps business give better sales experiences to their clients. It helps in managing the sales activities of a company by automating the tasks like lead generation, email marketing, nurturing, and appointment setting. It also helps the companies in keeping track of their clients’ communications across different channels like phone calls, emails, social media. It also features a dashboard which helps the business owners to take important actions as soon as they see them.
There are several benefits of integration of Asana and Freshsales. Some of them are mentioned below in a point form.
Asana:
Asana makes it easier to assign tasks to people in your team. It also allows you to set due date and a due date notification. Integration of Asana and Freshsales will help you in automating these tasks.
It is a great top for team cplaboration. It allows you to create tasks for yourself or for others, set due dates for them, and communicate with your team members about them. You can easily manage your work with Asana’s helpful features.
Integration with Freshsales CRM will help you in setting reminders for your contacts which eventually increases your productivity. This is because when you receive an email from one of your contacts about setting up an appointment you will immediately get alerts through the email. This means that it will be easier for you to respond to contacts’ emails on time.
Creates a transparent view of what all needs to be done in your business. With Asana’s detailed task reports, you can analyze how much time you spend on different projects and what tasks are taking most of your time.
Freshsales:
Freshsales allows you to take actions right away on important leads received through emails and text messages. This means that even if you are not available at office, you can still get notified about important actions regarding leads that need to be taken at your desired time. This feature will help you increase your productivity.
This software helps you in tracking all the contacts who have been sending emails or making phone calls to your business. It gives you an idea about the number of interactions you have had with each contact and help you plan your strategy accordingly. It also shows you how many times your contacts have called or sent an email to your business as well as when was last time they contacted you through phone or email. With this information, it becomes very easy for you to identify high-value leads and make decisions accordingly.
The process to integrate Asana and Freshsales 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.