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Asana + Close

Asana + Close

Asana + Close integrations

Create new Asana projects from templates for every new lead status in Close

Keep track of your new Close leads by instantaneously creating new projects in Asana from predefined templates. This seamless workflow ensures that every lead is promptly acted upon, nurturing your relationships and boosting your sales efforts. It streamlines your project management process, letting you focus more on closing deals and less on administrative tasks.

  1. When this happens...
    New Lead in Status
    New Lead in Status
    New Lead in StatusTriggers when a lead enters a new status. Optionally trigger when a lead 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
    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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