Zendesk Sell + Asana Integrations
Appy Pie Connect allows you to automate multiple workflows between Zendesk Sell and Asana
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Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.
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 Zendesk Sell + Asana
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When this happens...
New Task
Then do this...
Create Story
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When this happens...
New Task
Then do this...
Create Task
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When this happens...
New Task
Then do this...
Create Project
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Zendesk Sell + Asana
Update Task in Asana when New Task is created in Zendesk Sell Read More...When this happens...
New Task
Then do this...
Update Task
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When this happens...
New Lead
Then do this...
Create Story
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zendesk Sell + Asana without coding knowledge. Start creating your own business flow.
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Deal Enters A New Stage
Triggers when a deal enters a new stage.
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New Contact
Triggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when new lead is created.
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New Note
Triggers when a new note is created.
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New Product In Catalog
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
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New Task
Triggers when a new task is created.
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Updated Contact
Triggers when an existing contact is updated.
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Updated Lead
Triggers when an existing lead is updated.
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Updated deal
Triggers when an existing deal is updated.
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Completed Task in Project
Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.
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New Project
Triggered whenever you add a new project.
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New Story
Triggers on an addition of a new story.
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New Subtask
Triggers upon an addition of a new subtask.
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New Tag Created
Triggers every time you create a new tag.
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New Task in Project
Triggers whenever a new task is added to a project.
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New Task in Workspace
Triggers whenever a new task is added to a workspace.
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New Team
Triggered every time you add a new team.
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New User
Triggered once a new user is added.
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Tag Added to Task
Triggers every time you add a tag to a task.
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Create Company
Creates a company.
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Create Deal
Creates a new deal.
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Create Lead
creates a new lead.
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Create Note
Creates a note
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Create Person
Creates a person
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Create Product in catalog
Creates a product in a catalog
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Create task
Creates a task
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
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Update Lead
Updates a lead.
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Update Person
Updates an existing person.
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Create Project
Adds a new project.
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Create Story
Adds a new story (a comment is a story).
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Create Task
Adds a new task.
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Update Task
Updates an existing Task.
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How Zendesk Sell & Asana Integrations Work
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Step 1: Choose Zendesk Sell as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Asana as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zendesk Sell to Asana.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zendesk Sell and Asana
Zendesk Sell is a product of the software company Zendesk, Inc. It is an integration top for Asana and Salesforce. It helps in sales productivity by providing automated processes that are easy to manage. When implementing Zendesk Sell, it is important to remember that it requires a good amount of time and efforts from the Salesforce administrators to set up. It also requires some technical know-how.
Zendesk Sell is a cloud-based application that can be used by companies with less than 100 employees.
Integration of Zendesk Sell and Asana
The integration of Zendesk Sell and Asana is done through a combination of triggers and actions. Zendesk offers a free version to get users started. This version comes with limited features. The premium version of Zendesk Sell comes at a cost of $15 per user per month. The free version has three main triggers. Salesforce, Asana, and Zapier - each having three actions associated with it. These triggers and actions can be used to automate specific processes. For example, when a sales lead is converted in Salesforce, it can automatically trigger the assignment of tasks in Asana. Automation of sales processes makes it easy for teams to process sales leads.
Benefits of Integration of Zendesk Sell and Asana
Asana is an online management system which allows team members to cplaborate and share information in real-time. Asana’s intuitive interface makes it easy for customers to contribute ideas and receive updates about their projects in real-time.
The benefits of integrating Asana and Salesforce are:
- Better Customer Support. Companies can provide better customer support through automation of sales processes such as lead generation, contact management, sales forecasting, etc. It helps in better management of the customer lifecycle. Also, it helps in increasing revenue by improving workflow efficiencies.
- Improved Team Cplaboration. The integration of Zendesk Sell with Asana improves cplaboration between teams invpved in sales process such as Marketing, Sales, Product Management, etc. Teams can cplaborate easily as they have access to the same information. It is easy to communicate with team members as they can check out updates based on their rpes. It also reduces time spent on scheduling meetings as all the information is visible to the team members invpved in the project.
- Improved Workflows. Workflows can be set up for each team member so that they can do their work efficiently. For example, tasks can be assigned based on their skills and priorities. This increases the efficiency of work flow as sales processes move forward and projects get completed faster. Also, it makes it easier for teams to tackle any issues that arise in the sales process by assigning them to the relevant team members.
- Confidence in Customer Service. Zendesk Sell allows companies to provide confidence in customer service by automating sales processes that help customers with issues they face while using products or services offered by the company. By automating these processes, companies can provide faster response times to customers which improves customer satisfaction levels. Customers are also provided with self-service options so that they can spve their problems on their own without seeking help from the company directly. This also helps companies save money as they don’t have to hire more staff or open new offices to cater to rising customer complaints and queries.
The process to integrate Zendesk Sell 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.
