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Asana + Close

Asana + Close

Asana + Close integrations

Create Asana stories from new Close opportunities

Stay on top of your sales opportunities and streamline your project management with this efficient workflow. When a new opportunity arises in Close, this automation will create a corresponding story in Asana, ensuring your team is always aware of potential deals and can take action accordingly. Keep your projects moving forward seamlessly and never miss a valuable sales opportunity again.

  1. When this happens...
    New Opportunity
    New Opportunity
    New OpportunityTriggers when a new opportunity is added.
  2. automatically do this!
    Create Comment/Story
    Create Comment/Story
    Create Comment/StoryTriggered when you add a new story.
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More things you can do with Close and Asana

Discover other triggers and actions you can use with Close and Asana

  • Close triggers, actions, and search
    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction
    • Completed?
    Trigger
    Instant
    Try It
    • Trigger Actions
      Required
    • Custom Object Type
      Required
    Trigger
    Instant
    Try It
    • Field(s) Required to Trigger
    Trigger
    Instant
    Try It
    • Contact Smart View ID
      Required
    Trigger
    Polling
    Try It
    • Custom_activity_v2_instructions
    • Custom Activity Type
      Required
    • Filled-in fields
    Trigger
    Instant
    Try It
    • Direction
    • Template ID
    • User ID
    Trigger
    Instant
    Try It
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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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About Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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