When a task is registered in Zoho CRM, add it to Asana.

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■Overview

This is a flow that adds tasks to Asana when they are registered in Zoho CRM.

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■Recommended for‍

1. Those who use Zoho CRM for business

・Those who utilize it for customer task management

・Those who centrally manage customer information with Zoho CRM

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2. Those who use Asana for business

・Those who centrally manage team tasks with Asana

・Those who use multiple task management tools to proceed with work

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■Benefits of using this template

Zoho CRM can streamline sales activities and centrally manage customer information.
In task management for sales activities, if you are using Zoho CRM for customer tasks and Asana for team tasks, you might find the manual addition to Asana cumbersome.

This template allows tasks registered in Zoho CRM to be automatically added to Asana, streamlining manual work.
Even if you are managing tasks using different tools, seamless data integration can reduce the burden of management tasks.

Additionally, by sending notifications from chat tools after adding tasks to Asana, you can facilitate smooth information sharing within the team.

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■Notes‍

・Please integrate Zoho CRM and Asana with Yoom respectively.

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Zoho CRM

At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.

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