Asana + CallRail Integration

Integrate Asana to CallRail in one click, or tell Integrately AI how you want each phone call handled. Log the interaction details, create a follow-up task in your project, notify your team, and track your call conversion ROI automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • CallRail
    Phone call is completed in CallRail Instant
  • CallRail
    Phone call is updated in CallRail Instant
  • CallRail
    Phone call is started in CallRail Instant
  • CallRail
    Outbound call is completed in CallRail Instant
  • CallRail
    Form is captured in CallRail Instant
  • CallRail
    User is created in CallRail
  • CallRail
    SMS is sent in CallRail Instant
  • CallRail
    SMS is received in CallRail Instant
  • CallRail
    Company is created in CallRail
  • CallRail
    Session tracker is created in CallRail
  • CallRail
    Source tracker is created in CallRail
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2.

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Ready Workflows Ready Workflows for Asana + CallRail Integration

Capture call logs, create tasks, assign projects, update records, and schedule follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CallRail + Asana Integration

Create Asana task for new CallRail form

Automatically creating a Asana task for every new CallRail form not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no form will fall through the cracks and that your Asana team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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CallRail + Asana Integration

Create Asana task for new CallRail contact

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

When you create a contact in CallRail, 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 + CallRail flow

Send alerts, update your CRM, log call details in spreadsheets, and schedule follow-up bookings once your tasks and calls are recorded. Pick a combination and activate it in one click.

Asana
CallRail
+
HubspotHubspot (6)
+
SalesforceSalesforce (5)
+
SlackSlack (5)
+
GmailGmail (5)
+
Google SheetsGoogle Sheets (5)
+
CalendlyCalendly (5)
C
H
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Create a HubSpot contact from every completed CallRail call, and add a task in Asana.
Completed CallRail calls instantly create contacts in HubSpot and tasks in Asana so your sales pipeline stays current without manual data entry.
C
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Log every captured CallRail form as a HubSpot contact, and create a follow-up task in Asana.
Form submissions captured in CallRail automatically generate HubSpot contacts and Asana tasks for quick team follow-up.
C
A
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When a CallRail phone call starts, search task in Asana and update the contact record in HubSpot.
Active incoming calls trigger instant updates in HubSpot and locate relevant Asana tasks for your active conversation.
C
H
A
If a completed CallRail call matches VIP criteria, create a priority HubSpot deal and add a high-priority task in Asana.
High-value completed calls automatically establish priority deals in HubSpot and urgent tasks in Asana.
C
H
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Use Claude to summarise every completed CallRail call, save the notes in HubSpot, and create a task in Asana.
AI summarises call transcripts, updates HubSpot records, and establishes structured tasks in Asana.
C
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A
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Turn every completed CallRail call into a HubSpot contact, create an Asana task, and notify your sales manager.
Completed calls feed HubSpot, generate Asana execution tasks, and alert managers in Salesforce Chime or records.

Supported triggers and actions for Asana and CallRail

Mix and match to build the exact automation you need

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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CallRail
CallRail Triggers & Actions
Instant
Phone call is completed in CallRail
Triggers the automation when a phone call is completed
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Instant
Phone call is updated in CallRail
Triggers the automation when a phone call is updated
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Instant
Phone call is started in CallRail
Triggers the automation when a phone call is started
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Instant
Outbound call is completed in CallRail
Triggers the automation when an outbound call is completed
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Instant
Form is captured in CallRail
Triggers the automation when a form is submitted
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User is created in CallRail
Triggers the automation when a new user is created
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Instant
SMS is sent in CallRail
Triggers the automation when a text message is sent
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Instant
SMS is received in CallRail
Triggers the automation when a new text message is received
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Company is created in CallRail
Triggers the automation when a new company is created
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Session tracker is created in CallRail
Triggers the automation when a session tracker is created
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Source tracker is created in CallRail
Triggers the automation when a source tracker is created
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No action is available

What can you automate with Asana + CallRail?

Turn inbound phone calls and form captures into structured tasks, keep team boards updated, and streamline your customer follow-up process automatically.

What you can automate?
📞
Create Asana tasks from completed phone calls
Every completed phone call in CallRail automatically generates a structured task in your Asana project board. Your team receives actionable deliverables without any manual copying.
📝
Capture every submitted form detail
Map all available form answers captured in CallRail directly into your Asana task descriptions. Your project boards capture complete submission context for accurate review.
Notify your team as soon as calls happen
Trigger instant team notifications in Slack or email channels the moment an important phone call finishes. Staff members can jump on hot leads without delay.
🔀
Route tasks based on submitted call data
Assign tasks to different Asana projects or team members depending on specific caller criteria and custom field answers submitted during the interaction.
🔄
Keep project boards updated as calls progress
Update existing Asana tasks automatically when follow-up phone calls occur or call statuses change in CallRail. Your project boards reflect true customer engagement.
🔍
Search and update instead of creating duplicates
Search existing Asana tasks before creating new ones during active phone calls. Prevent duplicate clutter and keep your project history consolidated.
📋
Handle later call status changes and updates
Trigger automated task updates in Asana when call statuses are modified, qualified, or finalised in CallRail. Maintain accurate workflow stages effortlessly.
🔗
Extend your workflow to Slack and CRM tools
Connect your Asana and CallRail flow with Slack, HubSpot, or Google Sheets to build multi-step pipelines that keep your entire organisation aligned.
And much more...

Who is Asana + CallRail integration for?

Marketing and sales teams struggling to track inbound phone leads across disparate task boards and tracking systems streamline their daily follow-up workflows.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account managers
Account managers
Customer support leads
Customer support leads
Project coordinators
Project coordinators
Operations analysts
Operations analysts
📈
Performance marketers
You're tracking campaign performance in Asana while reviewing call analytics separately, but your conversion reports only update when someone manually exports phone logs, so your ROI metrics are always outdated — automating both apps means every completed phone call creates a task instantly and your conversion data stays current.
🎯
Sales managers
You're assigning inbound lead follow-ups in Asana based on phone conversations, but your reps find out about completed calls hours later, so hot prospects slip through the cracks — this integration means every new phone call generates an immediate task and your team starts outreach right away.
🤝
Account managers
You're managing client onboarding boards in Asana while tracking inbound client calls in CallRail, but keeping both systems aligned requires tedious manual data entry, so project timelines have missing handoffs — automating both apps means every client call updates your project tasks automatically.
🎧
Customer support leads
You're handling high call volumes and creating support tasks in Asana by hand, but your staff cannot keep pace during peak hours, so customer issues experience delayed tracking — with this integration, every inbound call creates a structured task instantly and support queues stay organised.
📋
Project coordinators
You're depending on sales reps to hand over inbound call details before you can build project tasks in Asana, but critical information gets lost in transit, so project setup stalls — automating both apps means every completed phone call populates your project boards without manual handoffs.
📊
Operations analysts
You're auditing lead generation attribution across Asana and CallRail, but manual record keeping creates persistent gaps in your historical logs, so audits take days — connecting these apps means every form submission and phone call records cleanly into your tracking systems.
Our team

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Why choose Integrately to automate Asana + CallRail

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

1,500+ apps connected
1,500+ apps connected
Connect Asana + CallRail 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
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Select a trigger from Google Sheets
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 CallRail?
Frequently Asked Questions
You can connect Asana to CallRail in 1 click using ready templates on Integrately, or ask Integrately AI to build the workflow and map the fields for you. You can also connect Hubspot, Salesforce, Slack, Gmail, Google Sheets, or Calendly as part of your multi-step process.
Can I automatically create Asana tasks from completed CallRail calls?
Frequently Asked Questions
Can I connect Asana, CallRail, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Asana and CallRail?
Frequently Asked Questions
How does Asana handle task creation from inbound calls?
Frequently Asked Questions
Can CallRail form submissions trigger Asana updates?
Frequently Asked Questions
Do I need coding skills to automate Asana and CallRail?
Frequently Asked Questions
Is the Asana and CallRail integration free?
Frequently Asked Questions
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You Can Also Connect Asana or CallRail With 1500+ Other Apps

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CallRail
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Connect call tracking with email marketing, customer support, and analytics tools to track your complete conversion funnel.
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