The Goal of the Asana CRM integration is to automatically create tasks or projects in Asana based on moving deal stage in Pipeline CRM. By following the guide, users can streamline their workflow, reduce manual work, and ensure that important tasks or projects are created in Asana for efficient task management and collaboration.
You’ve just successfully set up Asana CRM integration and streamlined the sales handoff process to the other team that utilizes Asana for their project management needs! Every time the sales team moves a deal to the “Won” stage, the new task will be created in Asana with all details from Pipeline CRM and assigned to the right person without any manual work involved!
You can further refine your Asana and Pipeline CRM zap by adding more steps or even filters depending on your business needs.
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