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Asana + Perspective

Create tasks in Asana for new leads via funnel in Perspective

Streamline your lead management process with this workflow. When a new lead is captured on Perspective, a corresponding task gets created in Asana. This efficient setup allows you to immediately start tracking work towards nurturing these leads, eliminating any delay or the possibility of missed opportunities. Turn your leads into conversions faster and more effectively.

Streamline your lead management process with this workflow. When a new lead is captured on Perspective, a corresponding task gets created in Asana. This efficient setup allows you to immediately start tracking work towards nurturing these leads, eliminating any delay or the possibility of missed opportunities. Turn your leads into conversions faster and more effectively.

  1. When this happens...
    PerspectivePerspective
    New Lead via Funnel

    Triggers when a new lead is created via a funnel.

    TriggerInstant
  2. automatically do this!
    AsanaAsana
    Create Task

    Adds a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FunnelRequired

    Trigger
    Instant
    Try It
    • Workspace

    • Project

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
    • ProjectRequired

    • Task

    • Workspace

    Trigger
    Scheduled
    Try It
    • FunnelRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
    • Workspace / Organization

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • Workspace

    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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perspective logo
perspective logo

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.

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