Asana + Zoho CRM

Attach files in Asana for new or updated Zoho CRM contacts

Keep your team's tasks and customer information up-to-date with this Zoho CRM and Asana integration. Whenever a new or updated contact is added in Zoho CRM, this workflow attaches a file to a specific Asana task, ensuring relevant customer information is always available for reference. Stay organized and efficient while managing customer relationships with this easy-to-setup automation.

Keep your team's tasks and customer information up-to-date with this Zoho CRM and Asana integration. Whenever a new or updated contact is added in Zoho CRM, this workflow attaches a file to a specific Asana task, ensuring relevant customer information is always available for reference. Stay organized and efficient while managing customer relationships with this easy-to-setup automation.

  1. When this happens...
    Zoho CRMZoho CRM
    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    TriggerScheduled
  2. automatically do this!
    AsanaAsana
    Attach File

    Attaches a File to a task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
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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.
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Related categories

  • Project Management

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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