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Agile CRM + Asana

Create Asana tasks from changing deal milestones in Agile CRM

A changing deal milestone means it's time to take action. Automatically add tasks to your Asana board to do just that. With this simple Zapier integration, whenever changing milestones occur in Agile CRM, a task with the details of that deal are added to Asana. All of the information you need when and where you want it.

A changing deal milestone means it's time to take action. Automatically add tasks to your Asana board to do just that. With this simple Zapier integration, whenever changing milestones occur in Agile CRM, a task with the details of that deal are added to Asana. All of the information you need when and where you want it.

  1. When this happens...
    Agile CRMAgile CRM
    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    TriggerInstant
  2. automatically do this!
    AsanaAsana
    Create Task

    Adds a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
agile-crm logo
agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

  • CRM (Customer Relationship Management)

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asana logo
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About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
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