Vtiger CRM + Asana Integration

Integrate Asana to Vtiger CRM in one click, or tell Integrately AI how you want each task handled. Create contacts, log project progress, alert your team, and trigger follow-ups automatically.

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1.
  • Vtiger CRM
    Lead is created or updated in Vtiger CRM
  • Vtiger CRM
    Contact is created/updated in Vtiger CRM
  • Vtiger CRM
    To Do is created/updated in Vtiger CRM
  • Vtiger CRM
    Account is created/updated in Vtiger CRM
  • Vtiger CRM
    Ticket is created/updated in Vtiger CRM
  • Vtiger CRM
    Opportunity is created/updated in Vtiger CRM
  • Vtiger CRM
    Case is created/updated in Vtiger CRM
  • Vtiger CRM
    Service is created/updated in Vtiger CRM
  • Vtiger CRM
    Event is created/updated in Vtiger CRM
  • Vtiger CRM
    Product is created/updated in Vtiger CRM
  • Vtiger CRM
    Invoice is created/updated in Vtiger CRM
  • Vtiger CRM
    Quote is created/updated in Vtiger CRM
  • Vtiger CRM
    Sales Order is created/updated in Vtiger CRM
  • Vtiger CRM
    PurchaseOrder is created/updated in Vtiger 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.

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Ready Workflows Ready Workflows for Asana + Vtiger CRM Integration

Capture project tasks, update customer accounts, keep sales teams aligned, and trigger downstream actions, all in just one click.

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

Create Asana task for new Vtiger CRM to do

Vtiger CRM provides a great way to track and manage to do, but sometimes it's nice to have an extra layer of task management that is separate from Vtiger CRM. Asana is a great tool for this.

All you need to do is - integrate Asana with Vtiger CRM to create task in Asana automatically when certain to do occur in Vtiger CRM. This can save you time by not having to manually create tasks in both systems.
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Vtiger CRM + Asana Integration

Create Asana task for new Vtiger CRM contact

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

When you create a contact in Vtiger 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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Connect more apps to your Asana + Vtiger CRM flow

Extend your project and CRM automations with messaging, email, and customer management tools. Pick a combination and activate it in one click.

Vtiger CRM
Asana
+
SalesforceSalesforce (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
+
MailchimpMailchimp (3)
A
S
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Create a Salesforce account for every new Asana task, and update Vtiger CRM instantly
New Asana tasks immediately generate a Salesforce account and update Vtiger CRM, keeping your sales and project records fully aligned.
A
S
V
When an Asana task is completed, update Salesforce and log the milestone in Vtiger CRM
Completed Asana tasks update Salesforce accounts and record project milestones in Vtiger CRM automatically.
A
S
V
Add Asana task updates to Salesforce and create a follow-up ticket in Vtiger CRM
Task updates in Asana refresh Salesforce records and create a new support ticket in Vtiger CRM without manual work.

Supported triggers and actions for Vtiger CRM and Asana

Mix and match to build the exact automation you need

Vtiger CRM
Vtiger CRM Triggers & Actions
Lead is created or updated in Vtiger CRM
Triggers the automation when a new lead is created or an existing lead is updated
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Contact is created/updated in Vtiger CRM
Triggers the automation when a contact is created or updated
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To Do is created/updated in Vtiger CRM
Triggers the automation when a To Do is created or updated
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Account is created/updated in Vtiger CRM
Triggers the automation when an account is created or updated
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Ticket is created/updated in Vtiger CRM
Triggers the automation when a ticket is created or modified
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Opportunity is created/updated in Vtiger CRM
Triggers the automation when any opportunity is created or updated
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Case is created/updated in Vtiger CRM
Triggers the automation when any account is created or updated
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Service is created/updated in Vtiger CRM
Triggers the automation when a service is created or updated
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Event is created/updated in Vtiger CRM
Triggers the automation when any event is created or updated
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Product is created/updated in Vtiger CRM
Triggers the automation when a product is created or updated
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Invoice is created/updated in Vtiger CRM
Triggers the automation when any invoice is added or modified
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Quote is created/updated in Vtiger CRM
Triggers the automation when a quote is created or updated
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Sales Order is created/updated in Vtiger CRM
Triggers the automation when a new sales order is created or updated
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PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation when a purchase order is created or updated
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Update account in Vtiger CRM
Updates an existing account
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Search account in Vtiger CRM
Searches for an account
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Update opportunity in Vtiger CRM
Updates an existing opportunity
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Search opportunity in Vtiger CRM
Searches for an opportunity
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Update contact in Vtiger CRM
Updates an existing contact
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Create contact in Vtiger CRM
Adds a new contact to the database
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Search contact by phone in Vtiger CRM
Finds information about a contact using the phone number
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Create todo in Vtiger CRM
Creates a new to-do item
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Create account in Vtiger CRM
Generates a new account
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Create product in Vtiger CRM
Generates and launch new products
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Create opportunity in Vtiger CRM
Creates a new instance of the support system
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Search contact by email in Vtiger CRM
Finds and retrieves contact information using their email address
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Create case in Vtiger CRM
Generates a new case entry
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Create service in Vtiger CRM
Creates a new service entry
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Create module record in Vtiger CRM
Creates a new record in a module
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Create event in Vtiger CRM
Adds a new contact to the contact list
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Create ticket in Vtiger CRM
Generates a new ticket
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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 + Vtiger CRM?

Streamline your workflow by connecting task management milestones directly to customer records.

What you can automate?
🎯
Sync Asana tasks to Vtiger CRM contacts automatically
Create a new contact in Vtiger CRM the moment a task is created in Asana. Keep your sales database updated with active project work without manual entry.
📝
Capture every submitted task detail and field
Map all available Asana task descriptions, tags, and project attributes directly into Vtiger CRM fields instead of just basic names.
🔔
Alert your team as soon as tasks complete
Send instant notifications or log activities in Vtiger CRM when project tasks are completed in Asana, keeping everyone informed.
🔀
Route actions based on task project properties
Perform different actions in Vtiger CRM depending on which Asana project or section a task belongs to, ensuring targeted workflows.
🔄
Keep customer records updated as tasks change
Automatically update Vtiger CRM accounts and opportunities whenever project tasks or subtasks are updated in Asana.
🔍
Prevent duplicate records during sync
Search existing Vtiger CRM contacts before creating new records, ensuring your database remains clean and free of duplicates.
⏱️
Handle later project status changes seamlessly
Trigger Vtiger CRM updates when Asana projects are marked completed, archived, or moved to new workflow sections.
🔗
Extend flows to popular messaging apps
Connect Asana and Vtiger CRM workflows with Slack to alert sales channels and project managers the moment records update.
And much more...

Who is Asana + Vtiger CRM integration for?

Project managers and sales teams streamline their operations by connecting task management directly to customer relationship records.

Sales managers
Sales managers
Project coordinators
Project coordinators
Client success leads
Client success leads
Operations directors
Operations directors
Account executives
Account executives
Support supervisors
Support supervisors
📈
Sales managers
You review pipeline reports and team performance dashboards every week, but your Vtiger CRM records lag behind actual project deliverables because reps update Asana manually — integrating these apps means every completed task updates your CRM records instantly and your reports stay accurate.
Project coordinators
You need to act fast on client requests and new project assignments, but information gets trapped between task boards and customer files until someone copies it over — connecting these apps means new Asana tasks generate CRM contacts immediately and you can respond without delay.
🤝
Client success leads
You answer to external clients who demand instant visibility into project progress, but your team spends hours reconciling Asana boards with Vtiger CRM entries — automating both apps means client deliverables are logged automatically and status updates flow without manual effort.
📊
Operations directors
The volume of daily tasks and customer records is too high for anyone to keep up by hand, leading to missed updates and fragmented client histories — with this integration, every task and contact syncs seamlessly so your operational data remains completely reliable.
🔄
Account executives
You own the handoff from sales to project delivery and depend on upstream team members to log client requirements correctly — this integration means closed deals in Vtiger CRM create structured tasks in Asana instantly and handoffs happen without friction.
🗂️
Support supervisors
You need a reliable history of every customer issue and project resolution, but keep finding gaps where team members forgot to update records — automating these apps means every ticket and task update is logged accurately across your entire system.
Our team

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

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Why choose Integrately to automate Vtiger CRM + Asana

Build and manage your Vtiger 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 Vtiger 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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Frequently Asked Questions

How do I connect Asana to Vtiger CRM?
Frequently Asked Questions
You can connect Asana to Vtiger CRM in 1 click using Integrately. Choose from pre-built automation workflows or use Integrately AI to set up your custom integration with Slack, Gmail, and other popular tools.
Can I automatically create Vtiger CRM contacts from new Asana tasks?
Frequently Asked Questions
Can I connect Asana, Vtiger CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Asana and Vtiger CRM?
Frequently Asked Questions
How are task updates handled between Asana and Vtiger CRM?
Frequently Asked Questions
Can completed Asana tasks update Vtiger CRM records?
Frequently Asked Questions
Do I need coding skills to automate Asana and Vtiger CRM?
Frequently Asked Questions
Is the Asana and Vtiger CRM integration free?
Frequently Asked Questions
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