Zendesk Sell

Asana

Automate Task Creation Process

Streamline your workflow effortlessly. Create tasks instantly with each new deal. Enhance productivity and focus on what matters most.

When this happens...

New Deal Created

Trigger new event when a new deal is created in Zendesk Sell.

automatically do this!

Create Task from Template

Creates a new task from a task template.

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Explore Triggers and Actions

New Deal Created

Trigger new event when a new deal is created in Zendesk Sell.

New Contact Created

Trigger new event when a new contact is created in Zendesk Sell.

New Lead Created

Trigger new event when a new lead is created in Zendesk Sell.

Create Project

Create a new project in a workspace or team.

Add Task To Section

Add a task to a specific, existing section. This will remove the task from other sections of the project.

Create Subtask

Creates a new subtask and adds it to the parent task.

Create Task Comment

Adds a comment to a task.

Create Task

Creates a new task.

Create Task from Template

Creates a new task from a task template.

Delete Task

Deletes a specific and existing task.

Find Task by ID

Searches for a task by id. Returns the complete task record for a single task.

Get Tasks From Task List

Returns the compact list of tasks in a user’s My Tasks list.

About the apps

Learn more about

Zendesk Sell

and

Asana

, and how they work together to automate your workflows.

About

Zendesk Sell

Zendesk Sell is a modern CRM that enhances productivity, pipeline visibility, and revenue growth, crucial for effective customer support operations.

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About

Asana

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

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Why

Zendesk Sell

+

Asana

= Perfect Match

The integration between Zendesk Sell and Asana revolutionizes task management by automating the process of creating tasks from templates as soon as a new deal is established. This allows teams to quickly respond to opportunities without manual intervention, ensuring that vital actions are not overlooked. By reducing administrative overhead and enhancing communication between sales and project management, organizations can drive efficiency and ensure that every deal is followed up on effectively, leading to improved collaboration and faster r...