Connect Asana and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
New Story Added
Task Completed
New Tag Created
New Comment Added
New Project Created
Choose an Action
Automatically do this!
Create a new Lead
Create an opportunity
Fetch all available fields in a specific module
Create a Contact
Create Ticket
Create a Company
Create a Campaign
Update a lead
Insert or Update Data With Linking Module
Update an Account
Search an User
Create lead
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
Create Event Member
Update a Ticket
Ready to use Asana and Sangam CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Runs when a new task is created in your project.
New Story Added
Runs when a new story is added to a task.
Task Completed
Runs when a task in a project is marked as completed, excluding subtasks.
New Tag Created
Runs when a new tag is created in your workspace
New Comment Added
Runs when a new comment is added to a task.
New Project Created
Runs when a new project is created in Asana.
Do thisActions
Action is the task that follows automatically within your Asana integrations.
Create Task or Subtask
Create a task or subtask
Assign Task to User
Assigns a task to a specific user.
Create Duplicate Task
Creates a copy of an existing Asana task, optionally including assignee, attachments, dates, subtasks, tags, and other selected fields.
Find Project
Finds an existing project.
Get Task Details
Gets details for a specific task or lists tasks by project, section, tag, or workspace.
Add Tag to Task
Adds one or more tags to the specified task in the selected workspace and project.
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Step by step guides to integrate Asana and Sangam CRM
Frequently Asked Questions
To start, connect both your Asana and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Asana triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Asana data is recorded in Sangam CRM. This includes choosing which data fields go into which fields of Sangam CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Asana and Sangam CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Asana and Sangam CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Asana
Organize your work and boost your team's productivity with Asana. This easy-to-use app helps you manage tasks, projects, and deadlines all in one place.
Learn MoreAbout Sangam CRM
Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.
Learn More
