Asana + Close integrations
Create tasks in Asana for new leads in smart view on Close
Streamline your sales and project management process with this workflow. When a new lead comes into view in Close, it initiates a task creation in Asana. This seamless integration helps ensure no potential client falls through the cracks while keeping your team updated on the latest tasks to tackle in real-time. Simplify your process and boost productivity with this convenient automation.
- When this happens...New Lead in Smart ViewTriggers when a new lead is added to a Smart View.
- automatically do this!Create TaskCreates a new task in Asana with specified details.
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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
- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerInstant - Direction
- Completed?
Try ItTriggerInstant- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerInstant
- Field(s) Required to Trigger
Try ItTriggerInstant- Contact Smart View IDRequired
Try ItTriggerPolling- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerInstant- Direction
- Template ID
- User ID
Try ItTriggerInstant
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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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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Related Zap Templates
- Create tasks in Asana for new opportunities in status from Close
- Add files to Asana tasks for new Close leads
- Create new Asana sections for every new Close opportunity
- Create duplicate tasks in Asana for new leads in Close
- Create Asana stories from new Close opportunities
- Create new Asana projects from templates for each updated opportunity status in Close
- Manage new Close leads by creating tasks in Asana
- Create tasks in Asana for new leads in Close status
- Manage new Close opportunities by creating tasks in Asana
- Create new leads in Close when tags are added to tasks in Asana
- Update leads in Close when tasks move to sections in Asana
- Create new Asana projects from templates for every new lead status in Close
- Create Asana projects from templates every time new custom activities are published in Close
Related Zap Templates
- Create tasks in Asana for new opportunities in status from Close
- Create duplicate tasks in Asana for new leads in Close
- Manage new Close leads by creating tasks in Asana
- Create new leads in Close when tags are added to tasks in Asana
- Create Asana projects from templates every time new custom activities are published in Close









