Asana + Follow Up Boss

Create tasks in Asana for each updated record field in Salesforce

Effortlessly manage your business projects with this Follow Up Boss and Asana integration. When a deal stage is updated in Follow Up Boss, a new project is created from a template in Asana, ensuring your tasks and processes are consistent across your team. Stay organized and efficient with this seamless workflow between your sales and project management platforms.

Effortlessly manage your business projects with this Follow Up Boss and Asana integration. When a deal stage is updated in Follow Up Boss, a new project is created from a template in Asana, ensuring your tasks and processes are consistent across your team. Stay organized and efficient with this seamless workflow between your sales and project management platforms.

  1. When this happens...
    Follow Up BossFollow Up Boss
    Deal Stage Updated

    Fires when the stage of a deal is updated in Follow Up Boss.

    TriggerInstant
  2. automatically do this!
    AsanaAsana
    Create Project From Template

    Creates a new project from a custom template.

    ActionWrite
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Supported triggers and actions

  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Tag nameRequired

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Tag(s)Required

    Action
    Write
asana logo
asana logo

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.
Learn more

Related categories

  • Project Management

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follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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