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Integrate Asana with Freshsales

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

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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 Freshsales

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.

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Best ways to Integrate Asana + Freshsales

  • Asana Integration Freshsales Integration

    Asana + Freshsales

    Create Lead to Freshsales from New Tag Created in Asana Read More...
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    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Freshsales Integration Create Lead
  • Asana Integration Freshsales Integration

    Asana + Freshsales

    Update Lead in Freshsales when New Tag Created is created in Asana Read More...
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    When this happens...
    Asana Integration New Tag Created
     
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    Freshsales Integration Update Lead
  • Asana Integration Freshsales Integration

    Asana + Freshsales

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

    Asana + Freshsales

    Update Lead in Freshsales when New Task in Project is created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Task in Project
     
    Then do this...
    Freshsales Integration Update Lead
  • Asana Integration Freshsales Integration

    Asana + Freshsales

    Create Lead from Freshsales from Tag Added to Task to Asana Read More...
    Close
    When this happens...
    Asana Integration Tag Added to Task
     
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    Freshsales Integration Create Lead
  • 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 + Freshsales in easier way

It's easy to connect Asana + Freshsales 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 Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead 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.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

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

How Asana & Freshsales 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 Freshsales 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 Freshsales.

    (2 minutes)

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

Integration of Asana and Freshsales

Integration of Asana and Freshsales

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.

Benefits of Integration of Asana and Freshsales

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.

  • Integration of Asana and Freshsales will help you in assigning tasks to yourself or others. You need to create a task list with Asana and then add the task list with Freshsales so that the app automatically takes action based on certain conditions like if a contact has called you five times or more then it creates an email auto-responder based on what it finds interesting in the call history. The auto-responder then sends a message thanking the client for reaching out and asks him/her to schedule a call with you at some point in the future which would be convenient for both of you. The app will help you in creating the auto-responder even if you are not at work because it takes action based on certain conditions defined by you. So, whatever may be your case, whenever it should send the auto-responder, it will do so without any manual intervention from your part. This way, there is no need for you to spend hours in planning what should be said in an email and how should it be sent as well as saving time for replying back to all your clients at appropriate time. So, this integration will save time and effort required by you for manually creating auto-responder. It will help you in automating this task when needed which is again a great benefit of integration of Asana and Freshsales.
  • When talking about communication between sales reps and sales managers, it is seen that sales managers do not always know what sales reps say during their calls. This can lead to miscommunication between them which is why integration of Asana and Freshsales is beneficial in spving this problem too. Integration of these two apps would allow sales managers to monitor call histories made by sales reps while they talk on the phone with any one of their clients. This way, sales managers can reduce miscommunication between them and sales reps which ultimately results in better client experience which is good for company’s business as well as its reputation. This integration also helps sales managers in preparing reports on how successful or unsuccessful their sales representatives have been when talking with their clients using different communication methods like email, text message, phone call etc. So, it also saves time otherwise wasted on gathering information from sales reps about their clients’ preferences over different communication methods so that they can better plan their strategies accordingly. In addition, such information is useful in case they want to coach sales reps regarding how they can improve their work performance. Apart from these benefits, integration of Asana and Freshsales will also help sales managers in training their sales reps on how they should talk with clients over different communication methods so that they can better serve their clients too rather than just giving them promises like “I will definitely fplow up tomorrow” or “I will get back to you soon” which tend to lose their value over time since they are never fplowed up upon by the sales representative unless client calls him/her back again after a long time period during which he/she has forgotten about his/her promises made earlier! So, this integration will further help sales managers in building trust between sales reps and clients by showing them that only those who really fplow up upon their promises get rewarded unlike those who don’t fplow up upon them! So, finally, integration of Asana and Freshsales will help sales managers in improving their own productivity by achieving better results from their team members!
  • 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.