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 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.

    TriggerPolling
  2. automatically do this!
    AsanaAsana
    Create Task

    Creates a new task in Asana with specified details.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    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.

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

    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.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    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 more

Related categories

  • Project Management

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zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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