Asana

Salesflare

Automate Lead Discovery

Streamline your lead generation process. Connect task completions to opportunity identification. Enhance your sales pipeline effortlessly.

When this happens...

New Completed Task (Instant)

Trigger new event for each task completed in a project.

automatically do this!

Find Opportunity

Finds opportunities according to props configured, if no prop configured returns all opportunities

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Explore Triggers and Actions

New Tag Added To Task (Instant)

Trigger new event for each new tag added to a task.

New Workspace Added

Trigger new event each time you add a new workspace/organization.

New Task Assigned in Project (Instant)

Trigger new event each time a task is assigned, reassigned or unassigned.

New Tags added to any task (Instant)

Trigger new event each time a tag is added to any task, optionally filtering by a given set of tags.

New Task Updated In Project (Instant)

Trigger new event for each update to a task.

Add Contact To Account

Adds a contact to an account

Add User To Account

Adds a user to an account

Create Account

Create an account.

Create Call

Create a call.

Create Contact

Create a contact

Create Internal Note

Create an internal note.

Create Meeting

Create a meeting

Create Opprtunity

Create opportunity.

Create Task

Create a task

About the apps

Learn more about

Asana

and

Salesflare

, and how they work together to automate your workflows.

About

Asana

Asana helps teams coordinate projects and tasks, ensuring everyone is aligned on goals, regardless of location.

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About

Salesflare

Salesflare is an intelligent CRM that simplifies customer support by automating sales pipelines, crucial for efficient service delivery and communication.

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Why

Asana

+

Salesflare

= Perfect Match

Integrating task management with lead discovery creates a seamless workflow that boosts productivity. When a task is marked as complete in Asana, it triggers a search for relevant sales opportunities in Salesflare, ensuring that no potential lead is overlooked. By automating this connection, teams can focus on closing deals rather than manually tracking tasks, ultimately leading to increased efficiency and sales success.