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.
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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Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
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 a new case
Adds a new project.
Adds a new story (a comment is a story).
Adds a new task.
Updates an existing Task.
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 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.
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.
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