Zendesk Sell
Asana

Streamline Deal Task Management

Effortlessly manage tasks triggered by new deals. Enhance collaboration between sales and project teams. Optimize workflow efficiency with seamless integration.

When this happens...

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

-

automatically do this!

Get Tasks From Task List
Returns the compact list of tasks in a user’s My Tasks list.

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 empowers teams to efficiently handle tasks associated with newly created deals. Every time a new deal is generated in Zendesk Sell, a streamlined process is initiated which fetches relevant tasks from Asana's My Tasks list. This integration eliminates unnecessary manual updates, ensuring that all team members stay informed and can act promptly, ultimately boosting productivity and improving deal closure rates.

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