Asana Integration with Revamp CRM
With Asana’s Revamp CRM integration, you can automatically create and/or update Revamp CRM tasks as they are submitted through Asana. Keep your team informed, collaborate better and run workflows
Asana Integration Details
Make sure you stay on top of your Revamp CRM tasks no matter where you’re working by adding them to your Asana project or workspace as new tasks. Once activated, Zapier will add each new Revamp CRM task to Asana as a new task automatically.
How Asana Integration works when a new task is created
ou can configure Zapier to:
- Create a Contact in Revamp CRM with a tag ‘Asana’
- You can optionally create a dynamic segment for all contacts with ‘Asana’ tag
- Furthermore, automation can run on this segment to create a follow-up task or run a drip email campaign for new asana invitees.
- Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up
What You Need
- Asana premium account
- Revamp CRM account
Asana is one of the most popular project management software currently available on the market. The robust work management platform serves your teams so they can stay focused on the goals, projects, and daily tasks as you grow your business.To get your works organized, Asana enables you to plan and structure work in a way that’s best for you. It handily lets you set priorities and deadlines, share details and assign tasks—all in one place. To stay on track, it allows you to follow projects and tasks through every stage.
About Revamp CRM
- Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.