Create Asana tasks from CRM deals, track project progress on the deal timeline, and keep sales and operations teams aligned without switching between tools.
What you get
- Sync CRM tasks to Asana projects
- Create Asana tasks from deal milestones
- Track Asana task status on CRM deal timelines
- Bi-directional due date and assignee sync
- Automated task creation on deal stage changes
Setup guide
How to get Asana working with SkedX CRM.
- Navigate to Settings > Integrations > Asana in SkedX CRM
- Click "Connect Asana" and authorize via OAuth
- Select which Asana workspace and projects to link
- Map CRM task fields to Asana task properties
- Configure automation rules for task creation
- Start syncing tasks between CRM and Asana
Questions
How do I connect Asana with SkedX?
Connecting Asana to SkedX CRM takes 6 steps: Navigate to Settings > Integrations > Asana in SkedX CRM; Click "Connect Asana" and authorize via OAuth; Select which Asana workspace and projects to link; Map CRM task fields to Asana task properties; Configure automation rules for task creation; Start syncing tasks between CRM and Asana. No developer setup is required — you can complete it from your SkedX dashboard.
What can I do with the Asana integration?
With the Asana integration you can: Sync CRM tasks to Asana projects; Create Asana tasks from deal milestones; Track Asana task status on CRM deal timelines. Everything stays in sync with SkedX CRM.
When will the Asana integration be available?
The Asana integration is coming soon. It will connect Asana with SkedX CRM in the Productivity category.
