When Task is updated in project in Asana > Check any condition > Add staff in PerfexCRM
Asana + PerfexCRM Integration
PerfexCRM + Asana Integration
Integrate Asana to PerfexCRM in one click, or tell Integrately AI how you want each task handled. Capture project updates, create PerfexCRM leads, update your customer records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Tag is added to task in Asana- Task is created in Asana
- Task is created in project in Asana
- Task is completed in Asana
- Task is updated in project in Asana
- Subtask is added in Asana
- Task is updated in Asana
- Project is created in Asana
- Stories is added on task in Asana
- Team is created in Asana
- Tag is created in Asana
- User is created in Asana
- Workspace/Organization is created in Asana
- Particular task field is updated in Asana Instant
2.
Trusted by experts at...
Ready Workflows for Asana + PerfexCRM Integration
Create PerfexCRM leads from new Asana tasks, update customer details, manage projects, and trigger team alerts, all in just one click.
Most popular automations
When Task is updated in project in Asana > Check any condition > Create lead in PerfexCRM
Asana + PerfexCRM Integration
When Task is updated in Asana > Check any condition > Add staff in PerfexCRM
Asana + PerfexCRM Integration
When Task is updated in Asana > Check any condition > Create lead in PerfexCRM
Asana + PerfexCRM Integration
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Connect more apps to your Asana + PerfexCRM flow
Sync your core tasks with messaging, email, CRM, and calendar tools to keep your entire team aligned. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
HubSpot (4)
HubSpot (4) +
Google Drive (4)
Google Drive (4) +
Stripe (4)
Stripe (4) +
Calendly (4)
Calendly (4) A
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Create a PerfexCRM lead from every new Asana task, and send a confirmation email in Gmail
New Asana tasks immediately generate a lead in PerfexCRM while Gmail sends a confirmation email, eliminating manual entry.
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When an Asana task is completed, update the customer in PerfexCRM and send a status update in Gmail
Completed Asana tasks update customer records in PerfexCRM and notify stakeholders via Gmail instantly.
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Send a task summary email in Gmail when a new project is created in Asana, and log it in PerfexCRM
New Asana projects trigger a PerfexCRM customer record and dispatch a summary email through Gmail.
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Use Gemini to draft an update when an Asana task is updated, create a PerfexCRM task, and send it via Gmail
AI-generated task updates from Asana flow into PerfexCRM and get emailed through Gmail automatically.
Supported triggers and actions for PerfexCRM and Asana
Mix and match to build the exact automation you need
PerfexCRM Triggers & Actions
Asana Triggers & Actions
Task is created in project in Asana
Triggers the automation when a new task is created in a project
Try it → Task is updated in project in Asana
Triggers the automation when a task is updated in the project
Try it → Workspace/Organization is created in Asana
Triggers the automation when a new workspace or organization is created
Try it → Instant
Particular task field is updated in Asana
Triggers the automation when a task field is updated
Try it → What can you automate with Asana + PerfexCRM?
Streamline your workflow by connecting Asana task events directly to PerfexCRM records.
📋
Create PerfexCRM leads from Asana tasks
Automatically generate a new lead in PerfexCRM the moment a task is created in Asana. Eliminate manual data entry between your project boards and CRM.
✍️
Capture every submitted task field
Map all available Asana task descriptions, tags, and project attributes into your PerfexCRM lead records instead of just basic names. Your CRM database captures complete project context.
🔔
Alert your team instantly on task creation
Notify stakeholders the moment a new task is created in Asana and registered in PerfexCRM. Ensure your team responds to incoming client requests without delay.
🔀
Route records based on submitted task tags
Perform different actions in PerfexCRM depending on the specific tags or project categories assigned in Asana. Tailor your CRM workflow to match your exact business logic.
🔄
Keep customer records updated as tasks change
Automatically update customer details in PerfexCRM whenever task information or project statuses are modified in Asana. Keep your client database accurate across all platforms.
🔍
Search and update instead of creating duplicates
Check if a customer or lead already exists in PerfexCRM before creating a new entry from an Asana task update. Keep your CRM clean and free of duplicate records.
⏱️
Handle task completion and status changes
Trigger automated CRM updates when an Asana task is completed or moved to a new project section. Keep project delivery and customer records perfectly aligned.
🌐
Extend your workflow to external apps
Connect your Asana and PerfexCRM automation to messaging tools like Slack or email platforms like Gmail for comprehensive multi-step workflows.
And much more...
Who is Asana + PerfexCRM integration for?
Connecting Asana and PerfexCRM eliminates manual data transfer between task management and customer relationship software for growing teams.
Performance marketers
Project managers
Account managers
Operations directors
Support leads
Business owners
📈
Performance marketers
You're managing campaign tasks in Asana but your PerfexCRM lead counts only update when someone manually exports records, so your conversion metrics are always hours behind — with this integration, every new task record lands in your CRM instantly and your pipeline data stays current.
⚡
Project managers
You coordinate complex deliverables across Asana boards while sales teams wait for updates in PerfexCRM, leading to critical communication gaps — automating both apps means every task milestone updates your CRM records instantly and eliminates manual reporting delays.
🤝
Account managers
You depend on timely handoffs between Asana project boards and PerfexCRM customer profiles, but manual data entry causes missed client details — connecting these apps means client records update automatically the moment project tasks are created.
📊
Operations directors
You oversee high volumes of client requests that overwhelm manual data entry between Asana and PerfexCRM, causing frustrating administrative bottlenecks — this integration means every task flows directly into your CRM without manual copying or human error.
🔍
Support leads
You track customer requests and project action items in Asana while client histories live in PerfexCRM, forcing you to cross-reference multiple screens — integrating these apps means task activities synchronise with your CRM records automatically.
💼
Business owners
You rely on accurate visibility across task execution and client management, but disconnected tools leave blind spots in your daily reporting — automating both apps means your task boards and customer database stay perfectly synchronised at all times.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate PerfexCRM + Asana
Build and manage your PerfexCRM + Asana automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect PerfexCRM + Asana with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Frequently Asked Questions
How do I connect Asana to PerfexCRM?
You can connect Asana to PerfexCRM in just 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your custom workflow connecting Asana and PerfexCRM with popular tools like Slack and Gmail.
Can I automatically create PerfexCRM leads from new Asana tasks?
Can I connect Asana, PerfexCRM, and Slack?
What is a good Zapier alternative for Asana and PerfexCRM?
How does Asana data sync with PerfexCRM?
Can I update customer records in PerfexCRM when an Asana task is completed?
Do I need coding skills to automate Asana and PerfexCRM?
Is the Asana and PerfexCRM integration free?
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