Who it's For
This integration is for anyone who spends a meaningful amount of time managing projects in Asana. This integration provides a way to use a standalone purpose-built CRM to support your sales efforts, while also recognizing your preference for managing your Tasks in Asana.
- Active Asana account. (Sign up for Asana here.)
- Active Intro CRM account. (Sign up for Intro CRM here.)
How it Works
You will click a toggle switch in Intro CRM to begin the integration process. You will be guided through a brief series of steps to connect your two separate Intro CRM and Asana accounts.
Once the accounts are connected, when you Add Deals in Intro CRM, they will be pushed as a Project in your Asana account. This is currently a one-way sync, taking the Intro CRM Deal—at the time that you add it—and pushing it into Asana.
You can disable the integration any time. Disabling the integration simply severs the connection between the two; this is separate from deleting your data on either platform.
- You can integrate an Asana account that doesn’t share the same email as your Intro CRM account.
- You can’t integrate an Asana account that shares another Intro CRM user’s email.
- You can’t sign up with an email that has been used to integrate another user’s Asana account.
- Intro CRM can't post to more than one Asana account.
- If you are logged out of Asana, you will need to sign in for Intro CRM to authorize the integration.
- Asana access authorizations expire after 1 hour—a background process will refresh your authorization token but you may need to login to manually re-authorize it.
- Tasks can be added to projects that are archived (not permanently deleted).
Enabling the Integration
Initiate the Integration in Intro CRM
Log into your Intro CRM account and head to the Account page and Integrations section.
Click the toggle switch next to Asana, beginning the integration process. You must complete the guided steps in order to complete the integration.
Allow Access in Asana
Sign in to your Asana account.
If you are not logged into Asana, you will be prompted to login. It should look like this. If you are already logged in, skip this step.
Allow access to your Asana account.
Once you are logged in, you will see a prompt to allow the Intro CRM app to access your Asana. This is required in order to proceed.
Configuring the Integration in Intro CRM
You will be prompted to select which of the Asana workspace you want to integrate with. You can only select one account to integrate with. If you only have one account, only one option will be made available to you.
Next, you will select which Team you want your Intro CRM deals to go to. Only one project can be selected.
Finally, it's time to select which Project you want to use. If you don't have any projects created, one will be created for you entitled Intro CRM. Click save to proceed.
There will be three indicators that your integration is successful:
- The toggle switch will be switched "on" (towards the right).
- An alert will appear in the top bar of your Intro CRM screen.
- You will receive an email notification confirming the integration.
Using Intro CRM with Asana
Every time you add a new deal, it will now be added to Asana as a Task, under the workspace, account, and project that you selected earlier. As you manage your work moving forward, you can add subtasks under the deal-based Task.
In the following example, I've created a new deal entitled Advise Gobias Industries on product roadmap, using the Add & Edit workflow in Intro CRM.
You can see that Intro CRM Deal appear as a new Task in Asana under the Sales & Marketing project.
In practice, your next step would be to create specific Subtasks. See one example below. Note that because this is a one-way sync, your Deal in Intro and your Tasks in Asana are separate.
Disabling the Integration
You can disable the integration any time by toggling the switch "off" so it is resting on the left. Note: This does not delete data in either Intro CRM or Asana, it simply severs the connection between the two.
Asana is a registered trademark of Asana Inc.