Asana’s value as an operational hub increases significantly when it is connected to the other tools your team uses every day. Integrations eliminate the manual work of updating multiple systems, ensure that information is consistent across tools, and give different teams visibility into work that affects them even when it lives in a different system.
Connecting Asana to Your CRM
The most valuable integration for most business operations teams is between Asana and their CRM. When Asana is connected to HubSpot or another CRM, client project milestones become visible in the customer record, and CRM events can trigger project creation in Asana automatically. For example, when a deal is marked Closed Won in HubSpot, an onboarding project can be created in Asana automatically with all the standard onboarding tasks pre-populated from a template.
Connecting Asana to Communication Tools
Connecting Asana to your communication tools ensures that task updates reach the right people without requiring them to log into Asana to check for changes. The Asana integration with Slack allows you to receive notifications about task assignments, due date changes, and project status updates directly in your Slack channels. You can also create Asana tasks directly from Slack messages, which makes it easy to capture action items during conversations without switching tools.
Using Asana with Automation Platforms
For integrations not covered by Asana’s native connectors, automation platforms like Zapier and Make can connect Asana to virtually any other business tool. Use these platforms to build custom workflows that move data between Asana and tools that do not have native integrations. Common use cases include creating Asana tasks from form submissions, updating CRM records when Asana project milestones are reached, and generating reports from Asana data in your reporting tools.
Maintaining Integration Health
Integrations require ongoing maintenance. Regularly review your Asana integrations to ensure they are functioning correctly, especially after tool updates. Document all your Asana integrations in Notion including what each integration does, what it connects, and who is responsible for maintaining it. This documentation prevents integrations from breaking silently and going unnoticed for extended periods.
