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

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

Launch this workflow to connect Zoho CRM & Asana !
Try this template

■Overview

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

‍

■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

‍

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

‍
■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.

‍

■Notes‍

・Please integrate Zoho CRM and Asana with Yoom respectively.

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About the Apps
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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Asana
With Yoom, you can integrate Asana’s API—no coding required! Easily automate task creation in Asana, send instant notifications to Slack or Chatwork, and sync Asana data with Yoom’s database for seamless workflow management.
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About the apps you use
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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When a lead is created or updated in Zoho CRM, notify Slack.
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When a new lead is created or updated in Zoho CRM, a notification is automatically sent to the specified Slack channel. The content of the notification and the target Slack channel can be customized.‍
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When a lead is registered in Zoho CRM, add it to Google Sheets.
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When a lead is registered in Zoho CRM, this flow adds it to a Google Spreadsheet. Automatic information synchronization enables smooth follow-ups. Additionally, centralizing lead information management allows for more efficient sales activities and marketing.
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No-Code API Actions
Executable API actions
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Zoho CRM
Asana
Flowbot triggers
    When a new lead is created
    When a new account is created
    When an account is created or updated
    When a lead is created or updated
    When a lead is created (Webhook)
    When Lead is Updated (Webhook)
    When Account is Created (Webhook)
    When Account is Updated (Webhook)
    When Contact is Created (Webhook)
    When Contact is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a specific lead field is updated (Webhook)
    When a specific account field is updated (Webhook)
    When a specific contact field is updated (Webhook)
    When a specific task field is updated (Webhook)
    When an event is created (Webhook)
    When an event is updated (Webhook)
    When a specific field of an event is updated (Webhook)
    When a Call is Created (Webhook)
    When a Call is Updated (Webhook)
    When a Contact is Created (Polling Trigger)
    When a Contact is Updated (Polling Trigger)
    When a new task is added to a specific project
    When a new task is added to a specific section
    When a task is completed in a specific project
    When a task is completed in a specific section
    When a task is created or updated in a specific project
    When a task is created or updated in a specific section
    When a project is created (Webhook)
Flowbot operations
    Get Lead ID List
    Get Lead Details
    Create Lead
    Update Lead Information
    Search Leads
    Get Account ID List
    Get Account Details
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Get Deal ID List
    Get Deal Details
    Create Deal
    Update Deal Information
    Search Deals
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Information
    Download Lead Attachments
    Get Account Attachment Information
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Get Contact Details
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Details
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Get Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Custom Module Records
    Update Record in Custom Module
    Delete custom module record
    Get specific custom module record
    Associate Lead with Campaign
    Search Calls
    Get call details
    Search webhooks
    Get Contact ID List
    Update Lead Custom Field (Multi-Select)
    Update Account Custom Field (Multi-Select)
    Update Deal Custom Field (Multi-Select)
    Get Records via COQL Query
    List all projects
    List projects in a specific team
    Create project
    Get Project Task Count
    Add Members to Project
    List sections in a specific project
    Get section details
    Create Section
    List tasks in a specific project
    List tasks in a specific section
    Add Task
    Get task details
    Get task list for a specific user
    Get workspace list
    Add user to workspace
    Add user to team
    Mark Task as Complete
    Update Task
    Move Task to Section
    Add Subtask
    Duplicate Task
    Add collaborators to task
    Remove collaborators from task
    Update task custom fields
    Create project from project template
    Delete task
    Get user information
    Get overdue tasks in a specific section
    Get overdue tasks in a specific project
    Add comment to task
    Get subtask list
    Attach file
    Get user list
    Search tasks
    Get attached file information
    Get file download URL
    Download file
    Update project
    List project templates
    List teams in workspace
    Add task to section
    Update enum custom field options
    List custom field settings
    List sections
    Update task date custom field (date only)
    Update task date custom field (with time)
    Archive project
    Create status update
    Get portfolio list
    Get goal list
    Get status update
    Get goal details
Flowbot triggers
    When a new lead is created
    When a new account is created
    When an account is created or updated
    When a lead is created or updated
    When a lead is created (Webhook)
    When Lead is Updated (Webhook)
    When Account is Created (Webhook)
    When Account is Updated (Webhook)
    When Contact is Created (Webhook)
    When Contact is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a specific lead field is updated (Webhook)
    When a specific account field is updated (Webhook)
    When a specific contact field is updated (Webhook)
    When a specific task field is updated (Webhook)
    When an event is created (Webhook)
    When an event is updated (Webhook)
    When a specific field of an event is updated (Webhook)
    When a Call is Created (Webhook)
    When a Call is Updated (Webhook)
    When a Contact is Created (Polling Trigger)
    When a Contact is Updated (Polling Trigger)
Flowbot operations
    Get Lead ID List
    Get Lead Details
    Create Lead
    Update Lead Information
    Search Leads
    Get Account ID List
    Get Account Details
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Get Deal ID List
    Get Deal Details
    Create Deal
    Update Deal Information
    Search Deals
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Information
    Download Lead Attachments
    Get Account Attachment Information
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Get Contact Details
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Details
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Get Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Custom Module Records
    Update Record in Custom Module
    Delete custom module record
    Get specific custom module record
    Associate Lead with Campaign
    Search Calls
    Get call details
    Search webhooks
    Get Contact ID List
    Update Lead Custom Field (Multi-Select)
    Update Account Custom Field (Multi-Select)
    Update Deal Custom Field (Multi-Select)
    Get Records via COQL Query
Flowbot triggers
    When a new task is added to a specific project
    When a new task is added to a specific section
    When a task is completed in a specific project
    When a task is completed in a specific section
    When a task is created or updated in a specific project
    When a task is created or updated in a specific section
    When a project is created (Webhook)
Flowbot operations
    List all projects
    List projects in a specific team
    Create project
    Get Project Task Count
    Add Members to Project
    List sections in a specific project
    Get section details
    Create Section
    List tasks in a specific project
    List tasks in a specific section
    Add Task
    Get task details
    Get task list for a specific user
    Get workspace list
    Add user to workspace
    Add user to team
    Mark Task as Complete
    Update Task
    Move Task to Section
    Add Subtask
    Duplicate Task
    Add collaborators to task
    Remove collaborators from task
    Update task custom fields
    Create project from project template
    Delete task
    Get user information
    Get overdue tasks in a specific section
    Get overdue tasks in a specific project
    Add comment to task
    Get subtask list
    Attach file
    Get user list
    Search tasks
    Get attached file information
    Get file download URL
    Download file
    Update project
    List project templates
    List teams in workspace
    Add task to section
    Update enum custom field options
    List custom field settings
    List sections
    Update task date custom field (date only)
    Update task date custom field (with time)
    Archive project
    Create status update
    Get portfolio list
    Get goal list
    Get status update
    Get goal details
Tab 1
Tab 2
Tab 3
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Zoho CRMとGoogle スプレッドシートの連携イメージ
2025/05/21
Yoom use case
How to integrate Zoho CRM with Google Sheets to add tasks registered in Zoho CRM to Google Sheets
e.koyama
e.koyama