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Asana + Close

Asana + Close

Asana + Close integrations

Create new Asana projects from templates for each updated opportunity status in Close

Every time a new opportunity in status arises in your Close platform, this workflow instantly creates a project in Asana based on a pre-defined template. Don’t let potential business slip through the cracks—seamlessly transfer opportunities into actionable projects, streamlining your sales process. Experience this efficient automation that ensures new opportunities are promptly and consistently addressed, improving your team's productivity and responsiveness.

  1. When this happens...
    New Opportunity in Status
    New Opportunity in Status
    New Opportunity in StatusTriggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
  2. automatically do this!
    Create Project From Template
    Create Project From Template
    Create Project From TemplateCreates a new project from a custom template.
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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
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    • Direction
    • Completed?
    Trigger
    Instant
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    • Trigger Actions
      Required
    • Custom Object Type
      Required
    Trigger
    Instant
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    • Field(s) Required to Trigger
    Trigger
    Instant
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    • Contact Smart View ID
      Required
    Trigger
    Polling
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    • Custom_activity_v2_instructions
    • Custom Activity Type
      Required
    • Filled-in fields
    Trigger
    Instant
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    • Direction
    • Template ID
    • User ID
    Trigger
    Instant
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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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