SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.
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
SharpSpring + AsanaUpdate Task in Asana when New Account is created in SharpSpring Read More...
It's easy to connect SharpSpring + Asana without coding knowledge. Start creating your own business flow.
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
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.
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update a Lead in SharpSpring.
Update a opportunity
Adds a new project.
Adds a new story (a comment is a story).
Adds a new task.
Updates an existing Task.
SharpSpring is a customer acquisition platform which is preferred by many businesses for marketing and sales. It is an integrated, all-in-one digital marketing and sales platform which helps businesses to save time, money and resources. Incorporating it with Asana allows you to assign tasks for your team members and see what they are working on. You can create task lists, assign tasks to different team members, monitor the progress of your team members, add due dates, update statuses and more.
Asana is a project management top which helps you manage your projects better. It has many features such as creating tasks, adding attachments, assigning tasks to different people, monitoring the progress of your team members and much more. It lets you create projects and add tasks to them.
Integrating SharpSpring with Asana will allow you to create tasks in Asana and assign them to your team members in SharpSpring. Your team members can start working on the assigned task immediately. This integration will also let you view the progress of the assigned task from anywhere (both from SharpSpring and Asana.
It will help you connect your marketing campaign with your business goals. The benefits of this integration include:
Kanban Tasks – You can use Kanban tasks to keep track of workflow for marketing campaigns and business goals. This will help you manage campaigns better. Improved cplaboration – Integrating SharpSpring with Asana allows you to communicate with your team members easily. You can know the status of all the assigned tasks and share feedback with your team members. Automated tasks – When you integrate SharpSpring with Asana, you can automate tasks such as removing duplicate entries, updating existing entries, sending reminders, etc. This automation will save you lots of time.
SharpSpring has incorporated with other tops like HubSpot, Autopilot, CRM, etc. But integration with Asana is very rare. It will allow users to create tasks in Asana and assign them to their team members in SharpSpring and will also let them keep track of these tasks from anywhere. You can check out the integration here. https://www.sharpspring.com/integrations/asana/.
The process to integrate SharpSpring 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.