Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
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.Asana Integrations
Freshworks CRM + AsanaCreate Story to Asana from New Appointment in Freshworks CRM Read More...
Freshworks CRM + AsanaCreate Task to Asana from New Appointment in Freshworks CRM Read More...
Freshworks CRM + AsanaCreate Project to Asana from New Appointment in Freshworks CRM Read More...
Freshworks CRM + AsanaUpdate Task in Asana when New Appointment is created in Freshworks CRM Read More...
It's easy to connect Freshworks CRM + Asana without coding knowledge. Start creating your own business flow.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
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.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
Adds a new project.
Adds a new story (a comment is a story).
Adds a new task.
Updates an existing Task.
Freshworks CRM is a customer relationship management top that is designed to help sales and marketing teams manage their sales process. It provides qualitative insights, metrics, and reports for sales teams to plan, track, and grow the sales of their company.
Asana is a project management software for businesses. It enables project managers to assign tasks to team members, facilitate cplaboration, and monitor progress.
Freshworks CRM can be integrated with Asana through Zapier. Zapier allows users to automatically sync data between Freshworks CRM and Asana in real time. For example, when a Freshworks CRM user creates a new contact in Freshworks CRM, the contact will show up automatically in Asana. This creates a seamless integration of Freshworks CRM and Asana, allowing you to increase productivity among your team.
There are many benefits of integrating Freshworks CRM and Asana. First, there is no need to manually update information on one application when there are updates on the other application since the integration will automatically sync the data between the two applications. Second, it saves time by not having to switch from one application to another when you have to work on multiple projects at once. Finally, since there are fewer steps invpved in updating information between the two applications, it saves time and energy.
The process to integrate Freshworks CRM and Asana 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.