Sync tasks added to a specific Asana project with Freshsales

■Overview

Are you manually re-entering tasks managed in Asana, a project management tool, into Freshsales, a CRM/SFA platform? This kind of duplicate data entry is time-consuming and can also lead to transcription errors and missed synchronization. With this workflow, tasks are automatically synced to Freshsales whenever a task is added to a specific Asana project, helping you resolve these issues smoothly.

■Who This Template Is For

• Teams using Asana and Freshsales that want to streamline inefficient manual data transfers
• Managers who want to improve task coordination between sales and other departments while preventing gaps in information sharing
• Teams looking to eliminate duplicate task entry and improve overall productivity

■Benefits of This Template

• Tasks added to Asana are automatically synced to Freshsales, reducing the time previously spent transferring information manually.
• By eliminating manual data entry, this workflow helps prevent human errors such as input mistakes and missed synchronization, keeping your data accurate.

■Workflow Steps

1. First, connect Asana and Freshsales to Yoom.
2. Next, select Asana as the trigger, set the action to “When a new task is added to a specific project,” and specify the target project.
3. Finally, select Freshsales as the operation and set the action to “Create a task.” Map the information retrieved from Asana to the relevant fields.

※“Trigger”: The action that starts the flow. “Operation”: The action performed within the flow after the trigger starts.

■Customization Options

• In the operation that creates a task in Freshsales, you can use variables to map dynamic information retrieved by the Asana trigger, such as the task name, description, and due date, to the relevant fields.
• You can also configure details for the task destination, such as which user or account the Freshsales task should be associated with.

■Notes

• Connect both Freshsales and Asana to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.