Kylas CRM + Asana Integration

Integrate Asana to Kylas CRM in one click, or tell Integrately AI how you want each lead handled. Capture new sales leads, create trackable tasks in Asana, assign team members, and coordinate follow-ups automatically.

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1.
  • Kylas CRM
    Lead is created in Kylas CRM Instant
  • Kylas CRM
    Lead is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is created in Kylas CRM Instant
  • Kylas CRM
    Deal is updated in Kylas CRM Instant
  • Kylas CRM
    Deal is created in Kylas CRM Instant
  • Asana
    Tag is added to task in Asana
  • Asana
    Task is created in Asana
  • Asana
    Task is created in project in Asana
  • Asana
    Task is completed in Asana
  • Asana
    Task is updated in project in Asana
  • Asana
    Subtask is added in Asana
  • Asana
    Task is updated in Asana
  • Asana
    Project is created in Asana
  • Asana
    Stories is added on task in Asana
  • Asana
    Team is created in Asana
  • Asana
    Tag is created in Asana
  • Asana
    User is created in Asana
  • Asana
    Workspace/Organization is created in Asana
  • Asana
    Particular task field is updated in Asana Instant
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2.
  • Kylas CRM
    Create contact in Kylas CRM
  • Kylas CRM
    Create Lead in Kylas CRM
  • Kylas CRM
    Create deal in Kylas CRM
  • Kylas CRM
    Create company in Kylas CRM
  • Asana
    Create task in Asana
  • Asana
    Update task in Asana
  • Asana
    Search task in Asana
  • Asana
    Get Task by ID in Asana
  • Asana
    Duplicate a task in Asana
  • Asana
    Search task in project in Asana
  • Asana
    Add comment to task in Asana
  • Asana
    Create subtask in Asana
  • Asana
    Add task to section of project in Asana
  • Asana
    Add task to project in Asana
  • Asana
    Add tag to task in Asana
  • Asana
    Remove project from task in Asana
  • Asana
    Add user to team in Asana
  • Asana
    Create project section in Asana
  • Asana
    Remove user from team in Asana
  • Asana
    Update project in Asana
  • Asana
    Move project section in Asana
  • Asana
    Create project status in Asana
  • Asana
    Update tag in Asana
  • Asana
    Set task dependencies in Asana
  • Asana
    Set task dependents in Asana
  • Asana
    Add followers to task in Asana
  • Asana
    Set the parent of task in Asana
  • Asana
    Attach file in Asana
  • Asana
    Search project in Asana
  • Asana
    Duplicate a project in Asana
  • Asana
    Create project from template in Asana
  • Asana
    Search user in Asana
  • Asana
    Create tag in Asana
  • Asana
    Search tag in Asana
  • Asana
    Create a time tracking entry for task in Asana
  • Asana
    Create a story in Asana
  • Asana
    Get task comments by task Id in Asana
  • Asana
    Get attachment by ID in Asana

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Ready Workflows Ready Workflows for Asana + Kylas CRM Integration

Capture leads, create trackable tasks, assign owners, update lead stages, and coordinate follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Kylas CRM + Asana Integration

Create Asana task for new Kylas CRM deal

Imagine this scenario: you've just negotiated a great deal 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 deal goes through. Wouldn't it be great if there was an easy way to do that right from within Kylas CRM? Well now there is!

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

Create Asana task for new Kylas CRM contact

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

When you create a contact in Kylas CRM, 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.
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  • 1of1
Got a different task in mind? Describe it

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

Connect more apps to your Asana + Kylas CRM flow

Connect your sales tools to capture leads, alert your team, update sheets, and trigger follow-ups automatically. Pick a combination and activate it in one click.

Kylas CRM
Asana
+
GmailGmail (6)
+
WhatsAppWhatsApp (4)
+
HubSpotHubSpot (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
K
A
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Add every new Kylas CRM lead to Asana as a task, and send a notification email in Gmail.
New Kylas CRM leads instantly generate an Asana task and dispatch an email via Gmail, keeping your sales team fully aligned.
A
K
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Log completed Asana tasks linked to Kylas CRM leads, and send a summary email in Gmail.
Completed Asana tasks update your workflow records while Gmail automatically dispatches a project summary email.
K
A
G
When a Kylas CRM lead updates, modify the Asana task and email the assigned rep via Gmail.
Lead updates in Kylas CRM instantly modify the corresponding Asana task and notify the rep via Gmail.
K
A
G
Create an Asana subtask for every new Kylas deal, and send a project brief via Gmail.
New Kylas CRM deals automatically generate Asana subtasks and email the project brief through Gmail.
K
A
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Use ChatGPT to summarise Kylas CRM leads, create an Asana task, and email the brief via Gmail.
ChatGPT analyses new Kylas CRM leads, formats an Asana task, and emails the generated brief via Gmail.
A
K
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When an Asana project is created for a Kylas deal, update the CRM and email stakeholders via Gmail.
New Asana projects update Kylas CRM deals and notify management via Gmail.

Supported triggers and actions for Kylas CRM and Asana

Mix and match to build the exact automation you need

Kylas CRM
Kylas CRM Triggers & Actions
Instant
Lead is created in Kylas CRM
Triggers the automation when a new lead is created
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Instant
Lead is updated in Kylas CRM
Triggers the automation when the lead information is updated
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Instant
Contact is updated in Kylas CRM
Triggers the automation when a contact is updated
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Instant
Contact is created in Kylas CRM
Triggers the automation when a new contact is created
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Instant
Deal is updated in Kylas CRM
Triggers the automation when a deal is updated
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Instant
Deal is created in Kylas CRM
Triggers the automation when a deal is created
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Create contact in Kylas CRM
Adds a new contact to the database
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Create Lead in Kylas CRM
Generates new leads for potential customers
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Create deal in Kylas CRM
Generates a new deal with
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Create company in Kylas CRM
Generates a new company profile with given details
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Asana
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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What can you automate with Asana + Kylas CRM?

Streamline your entire sales and project management workflow with instant, reliable data syncing between Kylas CRM and Asana.

What you can automate?
🚀
Create Asana tasks from Kylas CRM leads automatically
Turn every new prospect generated in Kylas CRM into a trackable task in Asana the moment they appear, eliminating manual copy-pasting.
📋
Capture every submitted lead detail and custom field
Map all available contact information and lead attributes from Kylas CRM straight into your Asana task descriptions for complete context.
🔔
Alert the right team member instantly on task creation
Notify assigned account managers in real time whenever a new prospect enters your Kylas CRM pipeline and creates an Asana task.
🔀
Route leads based on submitted criteria and custom values
Sort incoming prospects into different Asana project boards depending on deal size, region, or lead score submitted in Kylas CRM.
🔄
Keep project boards updated as deal stages change
Automatically update Asana task statuses and due dates whenever a sales deal progresses or closes in Kylas CRM.
🛡️
Prevent duplicates with smart record matching
Search existing project records before creating new tasks to ensure your Asana board remains clean and free of redundant entries.
Handle completed tasks and closed deals seamlessly
Trigger downstream updates in Kylas CRM whenever project milestones are marked complete in your Asana workspace.
💬
Extend your workflow with instant team notifications
Connect Slack to your Asana and Kylas CRM setup to broadcast milestone updates and keep sales teams fully informed.
And much more...

Who is Asana + Kylas CRM integration for?

Sales and account management teams managing inbound prospects and project execution depend on automated task handoffs to keep pipelines moving without manual bottlenecks.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Client Success Leads
Client Success Leads
Sales Directors
Sales Directors
Project Coordinators
Project Coordinators
Revenue Operations Analysts
Revenue Operations Analysts
📈
Sales Operations Managers
You rely on accurate pipeline reports to forecast quarterly revenue, but manual lead entry leaves your tracking boards outdated — with this integration, every new lead lands in Asana instantly and your pipeline reporting stays current.
Account Executives
You need to act fast when prospective clients express interest, but delays in handoffs mean you find out about hot leads hours later — automating both apps means every inbound submission creates an immediate task so you can engage prospects immediately.
🤝
Client Success Leads
You answer to key accounts expecting flawless onboarding execution, but communication gaps between sales and delivery cause missed steps — connecting these apps means every closed deal triggers immediate project setup and flawless execution.
📊
Sales Directors
You manage high inbound lead volumes that overwhelm manual sorting, leading to missed follow-ups and lost revenue opportunities — automating both apps means high-volume lead capture runs smoothly without manual intervention.
🛠️
Project Coordinators
You own task execution after sales closes an opportunity, but you depend on reps to manually brief your board — with this integration, every CRM stage change automatically updates your project board without manual chasing.
🔍
Revenue Operations Analysts
You need reliable audit histories for every customer interaction, but manual data entry leaves frustrating gaps in your tracking records — automating both apps means every lead and task syncs with complete accuracy.
Our team

Ready Workflows 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 Kylas CRM + Asana

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

1,500+ apps connected
1,500+ apps connected
Connect Kylas CRM + Asana with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Asana to Kylas CRM?
Frequently Asked Questions
You can connect Asana to Kylas CRM in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build the workflow and map your fields automatically.
Can I automatically create Asana tasks from new Kylas CRM leads?
Frequently Asked Questions
Can I connect Asana, Kylas CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Asana and Kylas CRM?
Frequently Asked Questions
How does Asana handle task data during integration?
Frequently Asked Questions
How does Kylas CRM sync lead data to Asana?
Frequently Asked Questions
Do I need coding skills to automate Asana and Kylas CRM?
Frequently Asked Questions
Is the Asana and Kylas CRM integration free?
Frequently Asked Questions
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