When a new lead is created in Bitrix24, add a task to Asana

`

■Overview

Do you manually transfer lead information managed in Bitrix24 to Asana, your task management tool? This extra work not only increases the risk of input errors but also takes time away from the core tasks that deserve your focus. This workflow connects Bitrix24 and Asana to automatically add a task to Asana whenever a new lead is created, eliminating manual task entry and helping your sales team get off to a smooth start.

■Who should use this template

• Sales professionals who find it time-consuming to manually transfer information from Bitrix24 to Asana
• Anyone who wants to automate the rapid assignment of tasks in Asana for leads acquired through Bitrix24
• Managers looking to improve team efficiency by connecting Bitrix24 and Asana

■Benefits of using this template

• Automatically create a task in Asana when a new lead is added to Bitrix24, reducing the time spent on manual work
• Prevent human errors such as missed task creation and incorrect assignee assignments, enabling you to respond to leads quickly

■Workflow

1. First, connect Asana and Bitrix24 to Yoom
2. Select Bitrix24 as the trigger and set the action to “When a new lead is created”
3. Next, set the Bitrix24 operation to “Get assignee information” to retrieve the assignee details associated with the lead
4. Finally, set the Asana operation to “Add a task” to create a task based on the lead information retrieved

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger runs

■Customization options

• Specify the project and assignee when adding a task in Asana. You can also dynamically assign the task using assignee information retrieved from Bitrix24
• Create more specific tasks by inserting information such as the lead’s name and company name, retrieved by the Bitrix24 trigger, into the task title and description

■Important notes

• ‍‍Connect both Bitrix24 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.