Asana + Zoho CRM

Manage new Zoho CRM leads by creating tasks in Asana

Easily manage your leads from Zoho CRM by using this workflow to generate a new task in Asana. As soon as a lead is created in Zoho CRM, an accompanying task is set up in Asana, so you can stay organized and never miss a follow-up. Streamline your sales process and improve collaboration with your team by bridging the gap between your CRM and project management tool.

Easily manage your leads from Zoho CRM by using this workflow to generate a new task in Asana. As soon as a lead is created in Zoho CRM, an accompanying task is set up in Asana, so you can stay organized and never miss a follow-up. Streamline your sales process and improve collaboration with your team by bridging the gap between your CRM and project management tool.

  1. When this happens...
    Zoho CRMZoho CRM
    New Lead

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

    TriggerScheduled
  2. automatically do this!
    AsanaAsana
    Create Task

    Adds a new 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
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    • 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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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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zoho-crm logo

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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