Create tasks in Asana whenever a new deal is created or when a deal reaches a pipeline stage.
Don't leave your collaborating teams in limbo anymore. With the Asana integration, let your team know that a deal in the pipeline has been Created/updated/Won.
The integration enables you to create a task under a project whenever -
- A deal is created (or)
- A deal reaches a certain stage in the pipeline (or)
- A deal is Won/Lost
- Authenticate Asana app by entering credentials
- Authenticate the CRM app by entering the CRM Domain and API key
- Choose the deal trigger for which the task is to be created in Asana
- Choose the Workspace, Project and Section/Column under which the task is to be created in Asana.
- Click Save