Integrate Close with Asana
Connect Close to Asana with no code
Albato makes integrating Asana with Close simple and efficient, creating a bridge for seamless workflow between project management and sales. Albato is an innovative platform designed to connect applications and streamline integration, making it easier for users to automate processes without deep technical know-how. Through Albato's automation builder, triggers and actions come into play, allowing tasks in one application to kickstart processes in another. For example, using Albato, you can set up a connection where a "New task in project" trigger in Asana (trigger) leads to "Create Lead" in Close (action). This means that every time a new task is created in an Asana project, a corresponding lead is automatically generated in Close, ensuring that potential sales opportunities are captured and acted upon promptly. This integration ensures that project milestones and tasks directly contribute to sales and customer relationship management efforts, streamlining operations across teams.
Category
- CRM & ERP systems
- Project & Task Management
How it works
With Albato, you can easily integrate your applications into automated workflows using an intuitive builder, without the need for coding knowledge.
- 1
Connect your apps to Albato. It's quick, taking only 5 minutes, and totally safe.
- 2
Select the app and event that will trigger your integration, or set up a schedule as you prefer.
- 3
Select the actions to be performed and the data you wish to send once your integration is started.
- 4
That's it, it's done
Choose triggers and events for Close and Asana
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I like Albato for the following reasons: Intuitive Interface — The interface is pretty easy to use and easily understandable. Extensive App Library — Albato offers a good set of Apps to intergrate, especially all the commonly used ones. Customization Options - Can customize the workflows easily. Real-time Monitoring — We are able to monitor the automation in real time very effectively.
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