Asana Appiworks - Integrate and interoperate Zoho CRM and Asana

Опубликовано: 10 Ноябрь 2024
на канале: AppiWorks
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Asana AppiWorks for Zoho CRM is a Zoho CRM extension that integrates Zoho CRM and Asana. It helps user to export data from Zoho CRM to a Asana Object or Module, import data from Asana to Zoho CRM, and show contextual data from Asana inside Zoho CRM.

✅ Auto Interaction: Automatically export a record to Asana module, when a new task/deal or any record in a Zoho CRM module is created.

✅ On Demand Interaction: export records to Asana on selected tasks/deals or any records in a Zoho CRM module.

✅ Bulk Import: Import data from Asana into Zoho CRM with a guided setup.

✅ View Contextual data: Show related data from Asana module inside the Zoho CRM module GUI

✅ Configurable Services: A fully configurable automation that lets you take control of your integration and automation needs between Zoho CRM and Asana.


Chapters:
0:00 Introduction
0:22 Installation
1:00 Setup Zoho Connection
1:36 Auto Export Service
4:10 Manual Export
4:55 Quick Import Service
6:38 Scheduled Import
7:40 View Service