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Asana Integration Overview

With the EngageBay - Asana integration, your sales team will be able to smoothly collaborate with other teams in your organization that are using Asana where users can create tasks and view workspaces, projects, assignees and status in Asana.

With the EngageBay - Asana Integration, you can:

  • Connect your Asana account directly with EngageBay
  • View workspaces in Asana
  • View projects in the selected workspaces
  • Create tasks in the selected project
  • Select assignee and followers to your created task

EngageBay-Asana Integration Features

View and join Workspaces

With the EngageBay-Asana integration, team members from the different teams in the organization will be able to view and join the Workspaces to actively collaborate with the other members of the Workspace .Thereafter, the team member can leave the Workspace anytime but in that case, they will not be able to view projects in that workspace.

Feature1
View and join projects in Workspaces

With the EngageBay-Asana integration, team members can view and participate in the different projects in the Workspaces depending on their level of access to actively participate and collaborate on those projects with the other members of the Workspace .

Feature2
Set Status, Description, Assignee & Create tasks

With the EngageBay-Asana integration, create new Asana tasks in a project directly from within your EngageBay CRM platform.Set the status, assignee, and description for the task.

Feature3
Review status of tasks

With the EngageBay-Asana integration, select assignees for your projects and be up-to-date with the status of your projects, thereby keeping everyone on the same page.

Feature4
Improve collaboration across your organization

Discourage information silos within your organization and foster a collaborative environment. Exchange information between Asana and EngageBay and keep data between various departments in sync.

Feature5

Asana connects and integrates with these EngageBay features

Marketing
Workflows
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