Asana AppiWorks

Interact with Asana directly from Zoho CRM

What is Asana AppiWorks?

Asana AppiWorks for Zoho CRM is a Zoho CRM extension that integrates Zoho CRM and Asana. It helps users to export data from Zoho CRM to Asana, import data from Asana to Zoho CRM and show contextual data from Asana inside Zoho CRM. 

Why do you need it?

If you are looking at integrating Zoho CRM with Asana and getting your processes automated, look no further. Asana AppiWorks for Zoho CRM covers you fully. 

How Does It Work ? 

See the demo video on how to use Asana AppiWorks for Zoho CRM 

Key Features

✅ Auto Interaction: Automatically insert records into Asana when a new task or any record from other modules in a Zoho CRM is created or Updated.

✅ On Demand Interaction: Insert records into Asana on selected tasks or any records in a Zoho CRM module.

✅ Bulk Import: Import data from Asana directly into Zoho CRM with a guided setup.

View Contextual data: Show related data from Asana inside Zoho CRM module GUI

Configurable Services: An automation system that lets you take control of your integration and automation needs between Zoho CRM and  Asana.

Sample Use Cases

► Insert a new task into your Asana workspace when a new task is created on Zoho CRM

► Export selected records from Zoho CRM into Asana

► Import tasks from the Asana Workspace into Zoho CRM task modules.

► View related data from Asana inside Zoho CRM module GUI

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Establishing and maintaining Asana connection :

In order to Establish Asana Connection you can either choose from an existing connection Or Create a new one.

Creating a new Asana Connection :

*Mapping is required for import/export automation types.

How to create an Export service? 

Mapping Configuration:  *Mapping is required for import/export automation types.


How to execute export service manually?

In manual execution, you can execute services for multiple records. 

How to create an Import service?

How to create a View service?