Asana
Asana is a work management platform used to plan, track, and collaborate on tasks and projects.
Overview
Asana is a work management platform designed to help teams plan, track, and manage tasks and projects in one shared workspace. It is widely used by sales, operations, marketing, product, and support teams to coordinate work, assign responsibilities, and monitor progress. Asana supports integrations through both Zapier and its REST API, making it suitable for no-code automation as well as custom, API-driven workflows.
Asana can integrate with Cone CRM to connect customer and deal activity with internal task execution. When key events happen in Cone CRM—such as new leads, deal stage changes, or support requests—corresponding tasks or projects can be created in Asana to ensure timely follow-through. Likewise, updates in Asana can be reflected in Cone CRM to maintain visibility across teams. This integration, enabled via Zapier and API access, helps Cone CRM users reduce manual handoffs, improve accountability, and ensure that customer-related work is consistently tracked from initial engagement through completion.
Key Features
- Task & Project Management – Organize work into tasks and projects that align with CRM-driven activities.
- Team Collaboration – Assign owners, due dates, and priorities to ensure clear responsibility.
- Zapier Automation Support – Enable no-code workflows between Asana and Cone CRM.
- REST API Access – Programmatically create, update, or retrieve tasks and projects for custom integrations.
- Workflow Visibility – Keep CRM-related work visible and trackable across teams.
- Improved Execution – Ensure CRM events consistently trigger actionable tasks.
Common Integration Use Cases
- Create an Asana task when a new lead or deal is created in Cone CRM (Zapier).
- Automatically generate follow-up tasks in Asana when a deal stage changes in Cone CRM (Zapier).
- Sync completed Asana tasks back to Cone CRM to update activity or status (Zapier).
- Create Asana projects for onboarding or implementation workflows triggered from Cone CRM (API).
- Track internal support or operations tasks linked to CRM records.
- Reduce missed follow-ups by automatically assigning tasks based on CRM events.
Endpoints
Pricing & Access Requirements
- Asana: Offers free and paid plans with varying features and usage limits.
- Zapier: A paid Zapier plan may be required for multi-step automations or higher task volumes.
- API Access: Asana API access requires an Asana account and authenticated API token.
- Pricing Note: Pricing varies depending on plan; refer to the official website for details.
Setup Notes
- Authentication: Asana API uses token-based authentication (personal access tokens or OAuth).
- Prerequisites: API access requires an Asana workspace and appropriate permissions.
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