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.
How this Asana-Agile CRM integration works
- A changing deal milestone occurs in Agile CRM
- Zapier creates a task in Asana
- Agile CRM
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Triggers when a tag is added to contact in AgileCRM.
Add Tag to a Contact in the Agile CRM.
Triggers when a new ticket is added in Agile CRM.
Create a deal in the Agile CRM.
Triggers when a new contact is add in AgileCRM.
Create a Task for the Contact.
Triggers when a new case is added in Agile CRM.
Creates New Contact in the Agile CRM.
Triggers when a new Deal is added in AgileCRM.
Add a Note to the Contact.