SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.
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
Salesmate.io + AsanaUpdate Task in Asana when New Contact is created in Salesmateio Read More...
It's easy to connect Salesmate.io + Asana without coding knowledge. Start creating your own business flow.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is 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.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
Adds a new project.
Adds a new story (a comment is a story).
Adds a new task.
Updates an existing Task.
Salesmate.io is a company that provides sales software for small businesses, while Asana is a company that provides project management software. I will discuss how Salesmate.io and Asana can be integrated to provide more functionality to business owners.
The integration of Salesmate.io and Asana will allow salespeople to better organize their tasks and to access their sales activity in one place. The integration will also allow the salespeople to enter all of their data into one system.
First, we will discuss how Salesmate.io and Asana can be integrated and then we will discuss benefits of this integration.
There are two ways in which Salesmate.io and Asana can be integrated. Salesmate.io can connect to Asana to pull data from it or Asana can connect to Salesmate.io to get data from it. (We will consider both options.)
In either case, a person who is using only one of these two systems will see tasks from both systems in one place. This way, a person using Salesmate can see tasks from Asana and vice versa. It is true that a person who uses only one program does not have access to all information about a particular task, but that's fine because he or she will still be able to see the status of that task and other things related to it.
There are several benefits of integrating Salesmate.io and Asana:
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