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Zendesk Sell + Asana Integrations

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

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About Zendesk Sell

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

  • Zendesk Sell Asana

    Zendesk Sell + Asana

    Create Story to Asana from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Asana Create Story
  • Zendesk Sell Asana

    Zendesk Sell + Asana

    Create Task to Asana from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Asana Create Task
  • Zendesk Sell Asana

    Zendesk Sell + Asana

    Create Project to Asana from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Asana Create Project
  • Zendesk Sell Asana

    Zendesk Sell + Asana

    Update Task in Asana when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Asana Update Task
  • Zendesk Sell Asana

    Zendesk Sell + Asana

    Create Story to Asana from New Lead in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Lead
     
    Then do this...
    Asana Create Story
  • Zendesk Sell {{item.actionAppName}}

    Zendesk Sell + {{item.actionAppName}}

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

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

    Triggers
  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

  • 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 Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

  • 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 Zendesk Sell & Asana Integrations Work

  1. Step 1: Choose Zendesk Sell 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 Zendesk Sell to Asana.

    (2 minutes)

  6. 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.