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Integrate SugarCRM with Asana

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

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About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

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.

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Best ways to Integrate SugarCRM + Asana

  • SugarCRM Integration Asana Integration

    SugarCRM + Asana

    Create Story to Asana from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Asana Integration Create Story
  • SugarCRM Integration Asana Integration

    SugarCRM + Asana

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

    SugarCRM + Asana

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

    SugarCRM + Asana

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

    SugarCRM + Asana

    Create Story to Asana from New Contact in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Contact
     
    Then do this...
    Asana Integration Create Story
  • SugarCRM Integration {{item.actionAppName}} Integration

    SugarCRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect SugarCRM + Asana in easier way

It's easy to connect SugarCRM + Asana without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • 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.

    Actions
  • Create Case

    Create a new case

  • 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.

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

How SugarCRM & Asana Integrations Work

  1. Step 1: Choose SugarCRM 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 Asana 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 SugarCRM to Asana.

    (2 minutes)

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

Integration of SugarCRM and Asana

SugarCRM?

SugarCRM is a Customer Relationship Management software. It was developed in 2004 and ever since it has become one of the most popular open source software available for company’s domestic and international segment.

SugarCRM was created by a group of developers, headed by Larry Augustin. The main focus of this software was to make simple applications that are easy to use and provide simple tops.

The first version of SugarCRM was launched in September 2004. At first, the software was free for everyone and had a very simple and functional design. In the first few years, this software became more and more complex and because of that it started getting more expensive.

At the end of 2005, SugarCRM launched a new version, which was named Sugar 7. It featured a lot of new functions and a completely new design. This version of SugarCRM also received many awards:

· In 2006, Sugar 7 received the Best Open Source Spution and Best in Class awards from Gartner.

· In 2007, Sugar 7 got a CNET Editor’s Choice Award.

Asana?

Asana is a project management software for teams. It was founded in 2011 by former Facebook employees Dustin Moskovitz and Justin Rosenstein. Initially, this software was only available for private companies, but now it is also available for public ones. Asana has a great simplicity and low prices, which makes it very popular among businesses.

Asana was initially developed as a top for managing tasks for the team behind Facebook. When the developers opened it to public, it became very popular among many different kinds of companies. Because of that, the creators decided to create a business version of Asana, which would be cheaper than the original version, but with the same functionality. In 2017, Asana announced that they will be shutting down their original project management software.

Integration between SugarCRM and Asana

SugarCRM and Asana have a similar interface and can be used together seamlessly. Thanks to that, you can link them both and your users can manage their tasks using either Asana or SugarCRM; you can choose what works best for you.

Benefits of Integration of SugarCRM and Asana

The biggest advantage of integrating these two platforms is that you can get all the benefits from both. You can use Asana to manage your tasks while simultaneously keeping contact details and other information about your clients, partners or employees inside SugarCRM, so you always know who they are. You can even use the features of both platforms to automatically send notifications to your clients when they have an email from you or when they need to do something on one of their projects.

The process to integrate SugarCRM 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.