Solve CRM + Asana Integration

Integrate Asana to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Organise client work, assign tasks, update your projects, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • 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.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve 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 + Solve CRM Integration

Capture new contacts as tasks, organise project workflows, keep records updated, and track follow-ups, all in just one click.

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

Create Asana task for new Solve CRM contact

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

When you create a contact in Solve 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 + Solve CRM flow

Streamline customer communication, schedule meetings, track payments, and log invoices after your Asana and Solve CRM workflows finish. Pick a combination and activate it in one click.

Solve CRM
Asana
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SlackSlack (8)
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GmailGmail (8)
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Google CalendarGoogle Calendar (8)
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CalendlyCalendly (8)
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StripeStripe (8)
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QuickBooks OnlineQuickBooks Online (8)
S
A
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Create an Asana task when a new contact is created in Solve CRM, and notify your sales channel in Slack
New Solve CRM contacts instantly generate corresponding Asana tasks while alerting your sales channel in Slack, removing manual handoffs.
A
S
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Alert your support channel in Slack when an Asana task is completed, and create a contact in Solve CRM
Completed Asana tasks trigger a new Solve CRM contact and post a confirmation update to your support channel in Slack.
A
S
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When an Asana project is created, create a company record in Solve CRM and post the update in Slack
New Asana projects automatically create corresponding company records in Solve CRM and notify your team in Slack.
S
A
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Create an Asana task for every new Solve CRM company, and confirm the creation in Slack
Every new Solve CRM company creates an Asana task for onboarding while posting a confirmation message in Slack.
S
A
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If a new Solve CRM contact is enterprise tier, create a priority Asana task and alert management in Slack
Enterprise contacts in Solve CRM trigger priority Asana tasks and immediate management alerts in Slack.
A
S
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When an Asana task update occurs, log the company in Solve CRM and post the change in Slack
Task updates in Asana refresh company details in Solve CRM and notify your team in Slack.
S
C
A
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Use Claude to summarise every new Solve CRM contact, create a corresponding Asana task, and post the brief in Slack
Claude summarises new Solve CRM contacts, builds an actionable Asana task, and shares the brief in Slack.
S
A
Q
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When a new contact is created in Solve CRM, create an Asana task, log a client record in QuickBooks Online, and announce it in Slack
New Solve CRM contacts create project tasks in Asana, log accounting records in QuickBooks Online, and notify Slack.

Supported triggers and actions for Solve CRM and Asana

Mix and match to build the exact automation you need

Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve 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 + Solve CRM?

Connect your project management and CRM workflows to eliminate manual data entry, ensure rapid task creation, and keep all account records perfectly aligned.

What you can automate?
Sync new contacts into project tasks automatically
Create an Asana task the moment a new contact is registered in Solve CRM. Your team receives actionable work items instantly without manual data copying.
📋
Capture every submitted field without data loss
Map complete contact details, company names, and custom properties from Solve CRM directly into Asana task descriptions and custom fields.
🔔
Alert the right team members immediately
Send instant notifications to your team in Slack or via email whenever a new contact or company record triggers an Asana task.
🔀
Route records based on submitted criteria
Evaluate incoming Solve CRM contact tiers or categories to automatically create priority tasks or standard workflows in Asana.
🔄
Keep destination records updated as work progresses
Reflect status changes and task updates between Asana and Solve CRM in real time so project states and account records never drift apart.
🔍
Prevent duplicate records across platforms
Search existing project tasks and CRM profiles before creating new entries, ensuring clean data hygiene across both systems.
🏁
Handle later status changes and milestones
Trigger automated follow-up actions, review meetings, or billing steps when Asana tasks reach completion or milestone stages.
🌐
Extend your workflow to messaging and finance apps
Connect your core Asana and Solve CRM setup with Slack, Gmail, or QuickBooks Online to build complete multi-app business pipelines.
And much more...

Who is Asana + Solve CRM integration for?

Operations teams, project managers, and customer support leads rely on this integration to eliminate manual data entry, streamline task handoffs, and keep workflows synchronised.

Operations managers
Operations managers
Customer support leads
Customer support leads
Account managers
Account managers
Sales operations teams
Sales operations teams
Project coordinators
Project coordinators
Client success specialists
Client success specialists
📈
Operations managers
You're tracking project deliverables in Asana while managing client communications in Solve CRM, but manual status updates lag behind actual progress, so your milestone counts are always a few hours out of date — with this integration, every task update and contact record syncs instantly and your pipeline stays current.
Customer support leads
You handle incoming client queries in Solve CRM and delegate action items to your team in Asana, but important tickets get buried during high-volume periods before anyone creates a task — automating both apps means every new contact instantly generates an actionable task and your response times improve.
📋
Account managers
You report to stakeholders on project milestones while maintaining account health in Solve CRM, but pulling manual status reports consumes hours of your week and leaves room for transcription errors — this integration means every project change updates your records automatically and your reports are always accurate.
🚀
Sales operations teams
You capture new leads and company accounts in Solve CRM that immediately require complex onboarding tasks in Asana, but manual handoffs cause bottlenecks when lead volume spikes — connecting these apps means every new submission creates its required project structure without human delay.
🔄
Project coordinators
You depend on upstream contact creation in Solve CRM before you can schedule project tasks in Asana, but waiting for manual notifications slows down your kickoffs — automating both apps means task creation triggers the moment a contact appears and your team starts work immediately.
🗂️
Client success specialists
You maintain a complete history of customer accounts across Solve CRM and Asana, but fragmented records lead to missing follow-up items and inconsistent client touchpoints — integrating these apps means every customer interaction and completed task is logged reliably in one place.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Solve CRM + Asana

Build and manage your Solve 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 Solve 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?

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Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Asana to Solve CRM?
Frequently Asked Questions
You can connect Asana to Solve CRM in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the integration for you. It also connects seamlessly with Slack, Gmail, Google Calendar, and other popular tools.
Can I automatically create an Asana task when a new contact is added in Solve CRM?
Frequently Asked Questions
Can I connect Asana, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Asana and Solve CRM?
Frequently Asked Questions
How does Asana handle task creation and updates in this integration?
Frequently Asked Questions
Can Solve CRM trigger actions when new company records are created?
Frequently Asked Questions
Do I need coding skills to automate Asana and Solve CRM?
Frequently Asked Questions
Is the Asana and Solve CRM integration free?
Frequently Asked Questions
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