Zoho CRM + Asana Integration

Integrate Asana to Zoho CRM in one click, or tell Integrately AI how you want each task handled. Qualify and convert leads, create tasks, update your CRM records, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho 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.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho 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 + Zoho CRM Integration

Capture leads, update contacts, create tasks, alert your team, and sync records, all in just one click.

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

Create Zoho CRM module for new Asana task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using Asana and Zoho CRM. By linking these two applications, you can ensure that every task is automatically recorded in the Zoho CRM, making it easier to track and manage.
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Zoho CRM + Asana Integration

Create Asana task for new Zoho CRM contact

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

When you create a contact in Zoho 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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  • 1of4
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 + Zoho CRM flow

Send notifications to your team, log financial records, and update project files as tasks and contacts change. Pick a combination and activate it in one click.

Zoho CRM
Asana
+
SlackSlack (6)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google DriveGoogle Drive (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
A
Z
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Create a Zoho CRM lead from every new Asana task, and notify your sales channel in Slack
New Asana tasks instantly create leads in Zoho CRM and alert your sales team in Slack, eliminating manual data entry.
Z
A
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Create an Asana task for every new Zoho CRM contact, and alert your team in Slack
New Zoho CRM contacts automatically generate corresponding tasks in Asana and notify your team in Slack.
A
Z
S
When an Asana task is updated, update the Zoho CRM entry and post the update in Slack
Task changes in Asana update your Zoho CRM module entries and notify your team instantly in Slack.
A
Z
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If a priority tag is added to an Asana task, update Zoho CRM and alert your manager in Slack
Tagged Asana tasks trigger priority updates in Zoho CRM and send targeted alerts in Slack.
A
Z
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When an Asana task is completed, convert the Zoho CRM lead and post the status in Slack
Completed Asana tasks trigger lead conversions in Zoho CRM and celebrate wins in Slack.
A
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Use Claude to summarise new Asana tasks, save them in Zoho CRM, and notify your team in Slack
Claude generates actionable summaries of Asana tasks, stores them in Zoho CRM, and alerts your team in Slack.

Supported triggers and actions for Zoho CRM and Asana

Mix and match to build the exact automation you need

Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Create or Update Lead in Zoho CRM
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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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 + Zoho CRM?

Streamline your workflow by connecting Asana tasks with Zoho CRM leads, contacts, and module entries.

What you can automate?
📋
Create a Zoho CRM lead from every new Asana task automatically
Instantly generate Zoho CRM leads the moment a task is created in Asana without manual data entry.
🔍
Capture every task detail and custom field into your CRM records
Map all available Asana task descriptions, tags, and custom fields directly into your Zoho CRM module entries.
🔔
Alert your team instantly when tasks and contacts update
Notify your team members in real time via messaging channels whenever records sync between Asana and Zoho CRM.
🔀
Route tasks to different projects based on CRM lead tiers
Apply conditional logic to direct high-value CRM leads into priority Asana project boards automatically.
🔄
Keep Zoho CRM module entries updated as Asana tasks change
Synchronise task progress, due dates, and status modifications directly with your Zoho CRM records.
🛡️
Create or update records without generating duplicate entries
Search existing database records before creating new entries to keep your Asana and Zoho CRM clean.
Convert leads and close tasks automatically upon project completion
Trigger lead conversions in Zoho CRM the moment corresponding project tasks are marked completed in Asana.
🌐
Send notifications and updates to Slack as your workflows run
Extend your Asana and Zoho CRM data pipeline by broadcasting critical updates directly into Slack channels.
And much more...

Who is Asana + Zoho CRM integration for?

Teams managing client projects and customer relationships need seamless data flow to keep everyone aligned and responsive.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Project coordinators
Project coordinators
Support teams
Support teams
Operations leads
Operations leads
📈
Performance marketers
You report on project tasks and CRM pipelines every week, but manual data entry leaves your numbers outdated and incomplete — this integration means every new Asana task and Zoho CRM lead syncs instantly so your reporting is always accurate.
Sales reps
You need to act fast on new client requests, but tasks created in project boards take hours to reach your CRM, making you miss key follow-up windows — with this integration, every new Asana task creates a lead immediately so you can reach out first.
🤝
Account managers
You answer to clients who want to see project progress, but tracking updates across separate tools leads to miscommunication and delayed updates — automating both apps means project milestones update your CRM records automatically for clear client reporting.
🚀
Project coordinators
The volume of incoming tasks and client records is too high for anyone to keep up by hand, leading to missed items and broken handoffs — connecting these apps means every new task and contact maps automatically without manual intervention.
📋
Support teams
You own the customer onboarding step and depend on sales to hand over details, but delayed communication leaves you blind to new customer requirements — this integration means every CRM contact instantly triggers the right onboarding workflow.
🗂️
Operations leads
You need a reliable audit history of all project and CRM activities, but manual copying leaves glaring gaps in your tracking records — automating both apps means every interaction is logged reliably and permanently.
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 Zoho CRM + Asana

Build and manage your Zoho 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 Zoho 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Asana to Zoho CRM?
Frequently Asked Questions
You can connect Asana to Zoho CRM in 1-click using ready-made automations on Integrately, or ask Integrately AI to build custom workflows linking Asana, Zoho CRM, Slack, and other tools.
Can I automatically create Zoho CRM leads when new Asana tasks are created?
Frequently Asked Questions
Can I connect Asana, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Asana and Zoho CRM?
Frequently Asked Questions
How does Asana handle task updates in this integration?
Frequently Asked Questions
Can Zoho CRM contacts be updated when module entries change?
Frequently Asked Questions
Do I need coding skills to set up Asana and Zoho CRM automations?
Frequently Asked Questions
Is the Asana and Zoho CRM integration free?
Frequently Asked Questions
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