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Asana + LeadConnector

Update opportunities in LeadConnector when tasks are completed in Asana

When a task is completed in Asana, use this workflow to promptly update or add a new opportunity in LeadConnector. It removes the need to manually transfer information between systems, speeding up your sales process. This automation ensures no potential opportunity is missed, improving your customer relationship management efficiency.

When a task is completed in Asana, use this workflow to promptly update or add a new opportunity in LeadConnector. It removes the need to manually transfer information between systems, speeding up your sales process. This automation ensures no potential opportunity is missed, improving your customer relationship management efficiency.

  1. When this happens...
    AsanaAsana
    Completed Task

    Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.

    TriggerScheduled
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Workspace

    • Project

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
    • ProjectRequired

    • Task

    • Workspace

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
    • Workspace / Organization

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • Workspace

    Trigger
    Scheduled
    Try It
  • Asana triggers, actions, and search

    New Tag Created

    Triggered when you create a new tag.

    Trigger
    Scheduled
    Try It
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 moreHelp

Related categories

  • Project Management

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leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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