Insightly CRM & Asana Integration

Asana is a work management platform designed to help teams organize, track, and manage tasks and projects. Companies of all sizes use the platform to streamline their workflow by eliminating the need for redundant email updates and constant meetings. You can create lists or boards to host projects and then break these projects into tasks and subtasks with due dates, tags, and assignees to make project management more efficient.

Why integrate Insightly and Asana with AppConnect?

Asana helps teams work more efficiently. By integrating Insightly and Asana, you empower your sales and marketing teams to do their best work, leading to a more rewarding experience for customers.

Use Cases: Integrating Insightly and Asana with AppConnect

  • Update Asana for changes in Insightly With an Asana and Insightly integration, you can automatically update tasks in Asana to account for changes in your CRM. Easily update project tracking in Asana each time you convert an opportunity into a deal.
  • Streamline event planning between systems If you plan or manage events in Insightly, you can use the integration to add your events to your Asana project management boards. You can then use Asana’s robust organization features to make tracking and preparing for events easier.
  • Automate new task creation in Asana from Insightly By integrating Asana and Insightly, you have the ability to automatically create new tasks in Asana when you complete actions in Insightly. For example, you could add a new lead to Insightly and have Asana create a task to organize a follow-up.

Connect to 1000+ apps directly from Insightly

Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.

Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support. New connectors are added every month.

Build your own integrations with a powerful workflow builder

AppConnect is a very easy to use integration design tool that empowers anyone on your team to build out sophisticated integrations and workflows of any complexity level quickly without having to write any code. Connect to hundreds of apps you already use, map fields, transform and manipulate data, perform calculations, then deploy, schedule and trigger integrations in seconds without servers or IT involvement.

Experience the Insightly platform for yourself