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How to connect Close CRM and Asana
Create a New Scenario to Connect Close CRM and Asana
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Asana will be your first step. To do this, click "Choose an app," find Close CRM or Asana, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
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Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Asana Node
Next, click the plus (+) icon on the Close CRM node, select Asana from the list of available apps, and choose the action you need from the list of nodes within Asana.
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Authenticate Asana
Now, click the Asana node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Asana settings. Authentication allows you to use Asana through Latenode.
Configure the Close CRM and Asana Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Close CRM and Asana Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Asana, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and Asana integration works as expected. Depending on your setup, data should flow between Close CRM and Asana (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and Asana
Close CRM + Asana + Slack: When a lead's status changes in Close CRM, a task is created in Asana for onboarding. A notification is then sent to a Slack channel to inform the team.
Asana + Close CRM + Google Sheets: When a task is created in Asana, the lead status is updated in Close CRM, and the activity is logged in Google Sheets for tracking and analysis.
Close CRM and Asana integration alternatives
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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About Asana
Automate Asana task management inside Latenode workflows. Create projects, assign tasks, and update statuses based on triggers from other apps (like forms or CRMs). Keep project data synchronized across systems. Use Latenode's visual editor and code blocks for custom Asana logic without complex scripting.
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FAQ Close CRM and Asana
How can I connect my Close CRM account to Asana using Latenode?
To connect your Close CRM account to Asana on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and Asana accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Asana tasks from new Close CRM leads?
Yes, you can! Latenode enables automated task creation in Asana whenever a new lead is added to Close CRM, streamlining your workflow and ensuring no lead is missed. Use visual logic or JavaScript for advanced customization.
What types of tasks can I perform by integrating Close CRM with Asana?
Integrating Close CRM with Asana allows you to perform various tasks, including:
- Automatically create project tasks when a new deal is won.
- Sync contact information between Close CRM and Asana projects.
- Trigger Asana task updates based on Close CRM deal stage changes.
- Generate custom reports combining data from both platforms.
- Create Close CRM activities from completed Asana tasks.
How secure is my Close CRM data when using Latenode?
Latenode uses advanced encryption and secure authentication protocols to ensure your Close CRM data remains secure during the integration process and within workflows.
Are there any limitations to the Close CRM and Asana integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on API request limits.
- Complex data transformations might require JavaScript knowledge.
- Custom field mappings require careful configuration.
