Integrating Asana with Zoho CRM by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Asana and Zoho CRM
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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.
About Zoho CRM
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
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It's easy to connect Asana + Zoho CRM without coding knowledge. Start creating your own business flow.
- Triggers
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Completed Task in ProjectTriggers 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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New ContactTriggers when a new contact is added.
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New or Updated Module Entry
Triggers instantaneously when an entry is created or modified in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
- Actions
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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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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
How Asana & Zoho CRM Integrations Work
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Step 1: Choose Asana as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho CRM 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 Asana to Zoho CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.