
When this happens...
Contact Created
Deal Updated
New Deal Created
Contact Updated

Automatically do this!
Create Task or Subtask
Assign Task to User
Create Duplicate Task
Find Project
Get Task Details
Add Tag to Task
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a contact is created in the selected view
Runs when a deal is updated within the selected recent time frame.
Runs when a new deal is created in Freshsales Suite.
Runs when an existing contact is updated.
Runs when a new task is created in your project.
Runs when a new story is added to a task.
Action is the task that follows automatically within your Freshsales Suite integrations.
Update an existing account
Create a new deal.
Creates a new task in Freshsales Suite.
Update an existing deal.
Add a note to a contact.
Search an existing User with the matching email ID.

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To start, connect both your Freshsales Suite and Asana accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in Asana (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in Asana. This includes choosing which data fields go into which fields of Asana, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and Asana 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 Freshsales Suite and Asana. 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.
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
Learn MoreOrganize 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.
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