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.
- When this happens...Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.
- automatically do this!Create Project From Template
Creates a new project from a custom template.
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