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Perfex CRM + Asana Integrations

How to connect Perfex CRM + Asana

Zapier lets you send info between Perfex CRM and Asana automatically—no code required.

When this happens...
Perfex CRMPerfex CRM
New Customer

Triggers when a new customer is created.

automatically do this!
AsanaAsana
Add Task to Section of Project

Adds a task to a section of a project.

Supported triggers and actions

What does this mean?

How Perfex CRM + Asana Integrations Work

  1. Step 1: Authenticate Perfex CRM + Asana.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Asana Tutorials

About Perfex CRM

Perfex CRM is a Customer Relationship Management software designed for small businesses and freelancers.

Related categories

  • CRM (Customer Relationship Management)
asana logo
asana logo
asana logo

About Asana

Asana is a collaborative information manager for workspace. It helps you organize people and tasks effectively.
Learn More

Related categories

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