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Asana + Close

Asana + Close

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.

  1. When this happens...
    New Lead in Smart View
    New Lead in Smart View
    New Lead in Smart ViewTriggers when a new lead is added to a Smart View.
  2. automatically do this!
    Create Task
    Create Task
    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

  • 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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