Asana + Zoho CRM

Attach files in Asana for new Pipedrive activities

Easily stay on top of your contacts with this Zoho CRM to Asana workflow. When a new contact is added to your Zoho CRM, a duplicate task will be created in Asana, ensuring you never miss a beat when managing your relationships. Save valuable time and streamline your sales or customer management process with this seamless automation.

Easily stay on top of your contacts with this Zoho CRM to Asana workflow. When a new contact is added to your Zoho CRM, a duplicate task will be created in Asana, ensuring you never miss a beat when managing your relationships. Save valuable time and streamline your sales or customer management process with this seamless 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
    Create Duplicate Task

    Duplicates an existing 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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  • 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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