Create a deal in Zoho CRM when a new task is added to a specific Asana project

■Overview

Do you manage tasks in Asana and customers in Zoho CRM separately, and find duplicate data entry time-consuming? Manually transferring information not only takes time but can also lead to human errors such as input mistakes.
With this workflow, the integration between Asana and Zoho CRM is automated. When a new task is added to a specific Asana project, a deal is automatically created in Zoho CRM based on the task information, helping you eliminate these challenges and streamline your work.

■Who This Template Is For

• Anyone who uses Asana and Zoho CRM together and finds manually transferring task information time-consuming
• Anyone who wants to seamlessly connect projects and inquiries managed in Asana with deals in Zoho CRM
• Anyone looking to automate their sales process through effective integration between Zoho CRM and Asana

■Benefits of This Template

• When a task is added to Asana, a deal is automatically created in Zoho CRM, reducing the time spent on manual data entry.
• Eliminating manual data transfers helps prevent human errors such as incorrect deal names or customer information, as well as missed registrations.

■Flowbot Steps

1. First, connect Asana and Zoho CRM with Yoom.
2. Next, select Asana as the trigger and set the action to “When a new task is added to a specific project.”
3. Then, select the AI feature as the operation and use the “Extract data from text” action to extract information such as the customer name from the Asana task details.
4. Next, select Zoho CRM as the operation and use the “Search for an account” action to find existing data based on the extracted customer information.
5. Finally, configure the Zoho CRM “Create a deal” action as the operation to create a new deal based on the extracted information.

*“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options

• In the Asana trigger settings, select the project you want to include in the integration.
• With AI-powered data extraction, you can specify and extract the information you want to register in Zoho CRM, such as the customer name and deal name, from the Asana task subject or description.
• When creating a deal in Zoho CRM, you can customize the settings to match your business operations, such as assigning fixed values to fields like stage and probability in addition to using the extracted information.

■Notes

• Connect both Asana and Zoho CRM with Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.