Asana + Follow Up Boss

Create tasks in Asana for new contacts in Follow Up Boss

When a new contact is added in Follow Up Boss, streamline your workflow by instantly creating a task in Asana. This automation not only helps you stay on top of your growing contacts list, but also ensures each new relationship is nurtured with careful attention. Keep track of your tasks without fretting over manual entries, making your customer relationship management more efficient and timely.

When a new contact is added in Follow Up Boss, streamline your workflow by instantly creating a task in Asana. This automation not only helps you stay on top of your growing contacts list, but also ensures each new relationship is nurtured with careful attention. Keep track of your tasks without fretting over manual entries, making your customer relationship management more efficient and timely.

  1. When this happens...
    Follow Up BossFollow Up Boss
    New Contact

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

    TriggerInstant
  2. automatically do this!
    AsanaAsana
    Create Task

    Creates a new task in Asana with specified details.

    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
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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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