Asana + Close Integration

Q: Can I automatically create a Close lead when a task is created in Asana?

You can automatically create a Close lead when a task is created in Asana using 1-click automations on Integrately. There's a ready template available to start right from the Asana and Close integration.

Q: Can I connect Asana, Close, and Slack?

You can connect Asana, Close, and Slack together in a multi-step workflow. When a task is created in Asana, it creates a lead in Close and notifies your team in Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Asana and Close?

Integrately is a great alternative for Asana and Close automation, offering 20 million+ templates, 24/5 live chat support, and 3x to 10x lower cost with powerful AI-assisted building features.

Q: How do Asana task updates sync with Close records?

Asana task updates sync with Close records by triggering automated updates whenever tasks change status. You can start with a ready automation to keep records synchronized.

Q: How do Close opportunity changes trigger Asana actions?

Close opportunity changes trigger Asana actions by instantly creating or updating tasks when deal stages shift. There is a ready workflow available to handle this exact handoff.

Q: Do I need coding skills to automate Asana and Close?

You do not need coding skills to connect Asana and Close. You can use ready templates or describe your exact workflow to Integrately AI to build it automatically.

Q: Is the Asana and Close integration free?

The Asana and Close integration is available with a free forever plan on Integrately, giving you access to ready automation workflows.

Integrate Asana to Close in one click, or tell Integrately AI how you want each lead handled. Capture lead details, create opportunities, update your CRM, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Tag is added to task in Asana
Task is created in Asana
Task is created in project in Asana
Task is completed in Asana
Task is updated in project in Asana
Subtask is added in Asana
Task is updated in Asana
Project is created in Asana
Stories is added on task in Asana
Team is created in Asana
Tag is created in Asana
User is created in Asana
Workspace/Organization is created in Asana
Particular task field is updated in Asana Instant
Opportunity status change activity is updated in Close Instant
Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change activity is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close

Create task in Asana
Update task in Asana
Search task in Asana
Get Task by ID in Asana
Duplicate a task in Asana
Search task in project in Asana
Add comment to task in Asana
Create subtask in Asana
Add task to section of project in Asana
Add task to project in Asana
Add tag to task in Asana
Remove project from task in Asana
Add user to team in Asana
Create project section in Asana
Remove user from team in Asana
Update project in Asana
Move project section in Asana
Create project status in Asana
Update tag in Asana
Set task dependencies in Asana
Set task dependents in Asana
Add followers to task in Asana
Set the parent of task in Asana
Attach file in Asana
Search project in Asana
Duplicate a project in Asana
Create project from template in Asana
Search user in Asana
Create tag in Asana
Search tag in Asana
Create a time tracking entry for task in Asana
Create a story in Asana
Get task comments by task Id in Asana
Get attachment by ID in Asana
Search contact in Close
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close

Trusted by experts at...

Ready Workflows for Asana + Close Integration

Create leads from tasks, update deal stages, log communications, alert your team, and trigger follow-ups, all in just one click.

Create Asana task for new Close task

Close provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Close. Asana is a great tool for this.

All you need to do is - integrate Asana with Close to create task in Asana automatically when certain task occur in Close. This can save you time by not having to manually create tasks in both systems.

Activate

Create Asana task for new Close opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Asana to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Close? Well now there is!

With our integration between Close and Asana, creating task in Asana is now easier than ever. Whenever a opportunity is created in Close, you can automatically create a corresponding task in Asana to keep your team up-to-date.

Activate

Create Asana task for new Close contact

Close and Asana are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Close, do you also create a task in Asana? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

Activate

When Contact is created in Close > Check any condition > Create task in Asana

Close + Asana Integration

Activate

When Contact is updated in Close > Check any condition > Create task in Asana

Close + Asana Integration

Activate

When Lead is created in Close > Check any condition > Create task in Asana

Close + Asana Integration

Activate

When Task is updated in project in Asana > Check any condition > Create contact in Close

Asana + Close Integration

Activate

When Task is updated in project in Asana > Check any condition > Create lead in Close

Asana + Close Integration

Activate

When Task is updated in Asana > Check any condition > Create contact in Close

Asana + Close Integration

Activate

When Task is updated in Asana > Check any condition > Create lead in Close

Asana + Close Integration

Activate

1of2

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Asana + Close flow

Qualify new leads, sync communication records, notify your sales team, and trigger onboarding tasks. Pick a combination and activate it in one click.

Google Drive (3)

Gmail (3)

Slack (3)

Calendly (3)

Stripe (3)

DocuSign (3)

Create a Close lead from every new Asana task, and create a project folder in Google Drive.

New Asana tasks instantly generate a Close lead and a dedicated Google Drive folder, eliminating manual setup across your workflow.

When a Close opportunity is created, update the task in Asana and save the contract in Google Drive.

New Close opportunities update your Asana task boards and store contract files in Google Drive automatically.

Use Claude to summarise every new Asana task description, save the summary in Google Drive, and create a lead in Close.

Claude analyses new Asana tasks to generate summaries saved in Google Drive before creating a lead in Close.

Create a Close lead from every new Asana task, and send a welcome email in Gmail.

New Asana tasks instantly create a Close lead and dispatch a welcome message via Gmail.

When a lead is created in Close, update the task in Asana and send a follow-up email via Gmail.

New Close leads update your Asana tasks and trigger tailored follow-up emails in Gmail.

Use ChatGPT to draft a proposal based on a new Asana task, create an opportunity in Close, and send it via Gmail.

ChatGPT drafts proposals from Asana tasks, logs them as Close opportunities, and sends them via Gmail.

Create a Close lead from every new Asana task, and notify your sales team in Slack.

New Asana tasks instantly create a Close lead and post an alert to your sales channel on Slack.

When an opportunity is created in Close, update the task in Asana and post an update in Slack.

New Close opportunities update your Asana task boards and broadcast the deal details in Slack.

Use Gemini to analyse a new Asana task description, create a lead in Close, and post the summary in Slack.

Gemini analyses new Asana task descriptions, creates a Close lead, and shares a summary in Slack.

When a Calendly event is created, create a task in Asana and create a lead in Close.

New Calendly bookings automatically generate an Asana task and a corresponding lead in Close.

When a task is completed in Asana, update the lead in Close and log the meeting notes.

Completed Asana tasks update your Close leads and document completed meeting steps.

Use Claude to review a Calendly booking description, create an Asana task, and create an opportunity in Close.

Claude parses Calendly booking details to create structured Asana tasks and Close opportunities.

When a Stripe payment succeeds, create a task in Asana and update the lead in Close.

Successful Stripe payments trigger onboarding tasks in Asana and update lead records in Close.

When a task is completed in Asana, create a Stripe customer and update the opportunity in Close.

Completed Asana project milestones create Stripe customer records and update Close opportunities.

Use Gemini to categorise a Stripe payment tier, create a priority Asana task, and update the Close deal.

Gemini categorises Stripe payments to generate priority Asana tasks and update Close deals.

When an envelope is completed in DocuSign, create a task in Asana and create an opportunity in Close.

Completed DocuSign contracts automatically create Asana implementation tasks and Close opportunities.

When a task is completed in Asana, update the Close opportunity and send a DocuSign agreement.

Completed Asana project milestones update Close opportunities and trigger DocuSign agreements.

Use Claude to summarise signed DocuSign contract terms, create an Asana task, and update the Close lead.

Claude summarises signed DocuSign contracts to generate Asana tasks and update Close leads.

Supported triggers and actions for Asana and Close

Mix and match to build the exact automation you need

Asana Triggers & Actions

Tag is added to task in Asana

Triggers the automation when a tag is added

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Task is created in Asana

Triggers the automation when a new task is created

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Task is created in project in Asana

Triggers the automation when a new task is created in a project

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Task is completed in Asana

Triggers the automation when any task is completed

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Task is updated in project in Asana

Triggers the automation when a task is updated in the project

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Subtask is added in Asana

Triggers the automation when a subtask is added

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Task is updated in Asana

Triggers the automation when any task is updated

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Project is created in Asana

Triggers the automation when a new project is created

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Stories is added on task in Asana

Triggers the automation when a story is added to a task

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Team is created in Asana

Triggers the automation when a new team is created

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Tag is created in Asana

Triggers the automation when a tag is added

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User is created in Asana

Triggers the automation when a new user is created

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Workspace/Organization is created in Asana

Triggers the automation when a new workspace or organization is created

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Instant

Particular task field is updated in Asana

Triggers the automation when a task field is updated

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Create task in Asana

Creates a new task

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Update task in Asana

Updates the task with new information or changes

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Search task in Asana

Searches for a task

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Get Task by ID in Asana

Retrieves a task using its id

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Duplicate a task in Asana

Duplicates a task with the same details and assignments

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Search task in project in Asana

Searches for a task in a project

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Add comment to task in Asana

Adds a comment to a task

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Create subtask in Asana

Creates a subtask within a parent task

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Add task to section of project in Asana

Adds a new task to a section within a particular project

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Add task to project in Asana

Adds a task to a project

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Add tag to task in Asana

Adds a tag to a task based on particular criteria

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Remove project from task in Asana

Disassociates a project from a task

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Add user to team in Asana

Adds a user to a designated team

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Create project section in Asana

Generates a new section for projects

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Remove user from team in Asana

Removes a user from a particular team

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Update project in Asana

Updates project information

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Move project section in Asana

Reorganize project sections to new locations within the project

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Create project status in Asana

Generates and updates project status reports

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Update tag in Asana

Updates tags for particular items within a database

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Set task dependencies in Asana

Sets task dependencies

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Set task dependents in Asana

Sets task dependents

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Add followers to task in Asana

Assigns followers to a task for collaborative tracking and updates

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Set the parent of task in Asana

Sets the parent of a task

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Attach file in Asana

Uploads and save the selected file to a task

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Search project in Asana

Searches for a project

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Duplicate a project in Asana

Creates a copy of a project

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Create project from template in Asana

Generates a new project based on a pre-defined template

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Search user in Asana

Searches for a user

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Create tag in Asana

Generates a new tag

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Search tag in Asana

Searches for a tag

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Create a time tracking entry for task in Asana

Logs a new time tracking entry for a task

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Create a story in Asana

Generates a unique story based on user input

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Get task comments by task Id in Asana

Retrieve all comments associated with a task based on its task id

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Get attachment by ID in Asana

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Close Triggers & Actions

Instant

Opportunity status change activity is updated in Close

Triggers the automation when the status of any opportunity changes

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Instant

Custom activity is created or updated in Close

Triggers the automation when a custom activity is created or updated

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Instant

Lead Status change is created in Close

Triggers the automation when the status of a lead changes

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Instant

Export is created in Close

Triggers the automation when a new export occurs

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Instant

Membership is activated in Close

Triggers the automation when a membership is activated

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Instant

Email Sequence Subscription created or updated in Close

Triggers the automation when a subscriber is added or updated

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Lead is created using search query in Close

Triggers the automation when a new lead has been added based on search criteria

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Instant

Lead is created in Close

Triggers the automation when a new lead is created

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Instant

Contact is created in Close

Triggers the automation when a new contact is created

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Instant

Contact is updated in Close

Triggers the automation when a contact is updated

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Instant

Opportunity status change activity is created in Close

Triggers the automation when the status of any opportunity changes

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Instant

Opportunity is created in Close

Triggers the automation when any opportunity is updated

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Instant

Email is created in Close

Triggers the automation when a new email is created

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Instant

Call record is updated in Close

Triggers the automation when call details are modified

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Instant

Call record is created in Close

Triggers the automation when a new call record is created

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Instant

Task is created in lead in Close

Triggers the automation when a new task is created for any lead

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Instant

SMS is created in Close

Triggers the automation when a SMS is created

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Instant

Meeting is created in Close

Triggers the automation when a new meeting is scheduled

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Note is created in Close

Triggers the automation when a new note is created

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Search contact in Close

Finds and retrieves contact information

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Update lead in Close

Updates the lead information

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Search lead in Close

Retrieves information for a particular lead

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Create lead in Close

Generates new leads for potential customers

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Update task in Close

Updates the task

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Create task in Close

Creates a new task

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Search task in Close

Searches for a task

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Search opportunity in Close

Searches for a opportunity

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Update opportunity in Close

Updates the opportunity

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Create opportunity in Close

Creates a new instance of the support system

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Create contact in Close

Adds a new contact to the database

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Update contact in Close

Updates contact information

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Create note in Close

Creates a new note in the particular format

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Update note in Close

Updates a note

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Search note in Close

Searches for a note

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Create email in Close

Adds a new contact to the contact list

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Search user in Close

Searches for a user

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Create SMS in Close

Creates a new sms

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Create custom activity in Close

Logs a new custom activity

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Run activity overview report in Close

Runs an activity overview report

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Delete logged call in Close

Removes a recorded phone conversation

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Create export in Close

Generates a new data export

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Run sent email report in Close

Runs a sent email report

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Subscribe Contact to Email Sequence in Close

Subscribes a contact to an email sequence

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Search custom activity in Close

Searches for a custom activity

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Add address to lead in Close

Updates lead information with address details

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Delete email in Close

Deletes particular emails from inbox

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Merge two leads in Close

Merges two leads

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Create bulk email in Close

Sends multiple emails to a list of recipients using a pre-set template

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Run opportunity report in Close

Runs an opportunity report

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Create smart view in Close

Creates a new smart view

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Run status change report in Close

Runs a status change report

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Toggle Forwarding on Phone Number in Close

Toggles forwarding on a phone number

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Update custom activity in Close

Updates a particular custom activity with new information

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Update smart view in Close

Updates smart view

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Update email sequence subscription in Close

Updates an email sequence subscription

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Delete email address from contact in Close

Removes an email address from a contact list

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Create bulk sequence subscription action in Close

Subscribes multiple leads to an email sequence in bulk

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Search email sequence subscription in Close

Searches for an email sequence subscription

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Search number of Leads in Query in Close

Searches for the number of leads in a query

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Search connected account in Close

Searches for linked accounts to streamline account management

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Get activity by id in Close

Retrieves a activity details by its id

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Create call in Close

Initiates a call to the recipient

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Update call in Close

Updates call information

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Search call in Close

Searches for a call

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What can you automate with Asana + Close?

Streamline your sales pipeline and task management by connecting Asana and Close for seamless data flow.

Get Started For Free

⚡

Create a Close lead from every new Asana task automatically

Instantly generate a lead in Close the moment a new task is created in Asana. Eliminate manual data entry and ensure your sales pipeline captures every project initiative.

🗺️

Map every custom field between Asana tasks and Close leads

Transfer rich project specifications and custom attributes directly from Asana task descriptions into Close lead fields. Keep your CRM data structured and detailed.

🔔

Alert team members instantly when a deal stage changes

Notify your team in real time whenever an opportunity status updates in Close or an Asana task hits completion. Keep stakeholders informed without chasing updates.

🔀

Route tasks differently based on opportunity value or lead status

Branch your automation logic to assign high-priority tasks in Asana when enterprise opportunities are created in Close. Ensure VIP accounts receive immediate attention.

🔄

Keep task statuses and lead records synchronized in real time

Reflect updates instantly across both platforms so that progress made on Asana project boards automatically updates your Close CRM pipeline.

🛡️

Update existing records instead of creating duplicate tasks or leads

Search for matching identifiers before creating records so that updates modify existing Close leads and Asana tasks rather than generating duplicates.

🎯

Handle closed-won and cancelled deals by updating task milestones

Trigger automated status adjustments on your Asana project boards whenever Close opportunities are marked won, lost, or cancelled.

💬

Connect Asana and Close to Slack for instant team notifications

Extend your Asana and Close workflows by posting rich notifications directly into Slack channels the moment important deals or tasks progress.

And much more...

Who is Asana + Close integration for?

Sales teams, project managers, and operations leaders use this integration to keep pipeline data and task management aligned without manual data entry.

Operations managers

Sales representatives

Account executives

Sales operations teams

Project coordinators

Finance and admin specialists

📈

Operations managers

You're tracking project deliverables in Asana while your sales pipeline lives in Close, but pipeline updates only happen when someone manually reviews records, so your leadership reports are always a few hours behind — with this integration, every deal change updates your workflow instantly and your team stays aligned.

💼

Sales representatives

You need to start client onboarding tasks the moment a deal closes in Close, but you only find out when checking boards manually, so kickoff delays frustrate new clients — with this integration, every won opportunity creates an Asana task immediately and you can start work right away.

🤝

Account executives

You're managing client communications in Close and need to show stakeholders progress updates in Asana, but manual status copying leaves gaps in client transparency — with this integration, every deal progression automatically updates your project boards so clients always see accurate status.

⚡

Sales operations teams

You handle hundreds of inbound leads and tasks every week across Close and Asana, but manual record creation leads to missed follow-ups and lost data — with this integration, every lead and task syncs automatically so nothing falls through the cracks.

📋

Project coordinators

You wait for sales reps to manually notify you in Asana when a Close lead is ready for onboarding, but handoffs get delayed by busy schedules — with this integration, every closed deal creates your project tasks instantly and your workflow starts without waiting.

🗂️

Finance and admin specialists

You reconcile completed project tasks in Asana with closed accounts in Close, but manual cross-checking always reveals missing records and mismatched details — with this integration, every completed item links your records reliably and keeps your history complete.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Asana + Close

Build and manage your Asana + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Asana + Close with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Asana to Close?

You can connect Asana to Close in 1 click using ready workflows or ask Integrately AI to build your automation instantly. There are 1,500+ active integrations and 20 million+ templates available to streamline your workflow.

Can I automatically create a Close lead when a task is created in Asana?

Can I connect Asana, Close, and Slack?

What is a good Zapier alternative for Asana and Close?

How do Asana task updates sync with Close records?

How do Close opportunity changes trigger Asana actions?

Do I need coding skills to automate Asana and Close?

Is the Asana and Close integration free?

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Want to automate something else in your workflow?

You Can Also Connect Asana or Close With 1500+ Other Apps

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Asana + Close Integration

Integrate Asana to Close in one click, or tell Integrately AI how you want each lead handled. Capture lead details, create opportunities, update your CRM, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Asana + Close Integration

Create leads from tasks, update deal stages, log communications, alert your team, and trigger follow-ups, all in just one click.

Create Asana task for new Close task

Create Asana task for new Close opportunity

Create Asana task for new Close contact

When Contact is created in Close > Check any condition > Create task in Asana

When Contact is updated in Close > Check any condition > Create task in Asana

When Lead is created in Close > Check any condition > Create task in Asana

When Task is updated in project in Asana > Check any condition > Create contact in Close

When Task is updated in project in Asana > Check any condition > Create lead in Close

When Task is updated in Asana > Check any condition > Create contact in Close

When Task is updated in Asana > Check any condition > Create lead in Close

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Asana + Close flow

Qualify new leads, sync communication records, notify your sales team, and trigger onboarding tasks. Pick a combination and activate it in one click.

Supported triggers and actions for Asana and Close

Mix and match to build the exact automation you need

What can you automate with Asana + Close?

Streamline your sales pipeline and task management by connecting Asana and Close for seamless data flow.

Who is Asana + Close integration for?

Sales teams, project managers, and operations leaders use this integration to keep pipeline data and task management aligned without manual data entry.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Asana + Close

Build and manage your Asana + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to integrate Marquiz to boost productivity: Top 19 integration tips

How to Use Asana – A Complete 2025 Guide

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Asana or Close With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Asana + Close Integration

Integrate Asana to Close in one click, or tell Integrately AI how you want each lead handled. Capture lead details, create opportunities, update your CRM, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Asana + Close Integration

Create leads from tasks, update deal stages, log communications, alert your team, and trigger follow-ups, all in just one click.

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Asana + Close flow

Qualify new leads, sync communication records, notify your sales team, and trigger onboarding tasks. Pick a combination and activate it in one click.

Supported triggers and actions for Asana and Close

Mix and match to build the exact automation you need

What can you automate with Asana + Close?

Streamline your sales pipeline and task management by connecting Asana and Close for seamless data flow.

Who is Asana + Close integration for?

Sales teams, project managers, and operations leaders use this integration to keep pipeline data and task management aligned without manual data entry.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Asana + Close

Build and manage your Asana + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

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