Streamline Deal Task Management

Effortlessly connect deals to tasks. Enhance your workflow automation. Boost efficiency in team collaboration.

When this happens...

New Deal Created

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

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Find Task by ID

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

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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.

Search Projects

Finds an existing project.

Search Sections

Searches for a section by name within a particular project.

Search Tasks

Searches for a Task by name within a Project.

Get list of user projects

Return list of projects given the user and workspace gid.

Update Task

Updates a specific and existing task.

List Task Stories

List stories (including comments) for a task.

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

Integrating Zendesk Sell with Asana allows teams to automatically link new deals to their relevant tasks based on unique identifiers. This integration minimizes the need for manual tracking, reducing potential errors in task assignments. By streamlining communication and task management, your customer support workflows can be more efficient, enabling quicker resolutions and improved customer satisfaction.