Asana CRM Integration
Link Asana projects to CRM deals so delivery teams and sales teams share the same source of truth.
Sales closes the deal in the CRM. Delivery manages the project in Asana. Without a direct integration, those two worlds never talk to each other, leading to missed handoffs, duplicate data entry, and sales teams who have no idea where client projects stand. We bridge that gap with a custom integration that links Asana projects to CRM deals, syncs milestones and status updates, and gives everyone visibility without forcing anyone to change tools.
What We Connect with Asana
Specific data points and features we sync between Asana and your custom CRM. Not a generic connector that maps name and email and calls it done.
- CRM deals linked to Asana projects with automatic project creation
- Milestone completion in Asana updating CRM deal progress fields
- Task assignments in Asana visible on CRM deal records
- Client-facing status updates generated from Asana project status
- Time tracked in Asana reflected in CRM project cost tracking
- Deal close triggering Asana project setup with templated tasks
How It Works
We connect to the Asana API and build bi-directional sync logic between your CRM deals and Asana projects. When a deal closes, an Asana project is created from a template with the right tasks, assignees, and due dates pulled from CRM deal data. As the project progresses, milestone completions and status changes flow back into the CRM. We configure exactly which data moves in which direction based on your handoff process, not a generic template that creates noise in both systems.
Benefits Over Off-the-Shelf Connectors
What you get with a custom Asana integration that no pre-built connector can offer.
Sales and delivery share one source of truth across both tools
Deal close automatically kicks off project setup in Asana
No duplicate status tracking. Updates flow between systems
Sales team sees delivery progress without logging into Asana
Delivery team gets deal context without accessing the CRM
Custom mapping between your deal stages and project milestones
What Our Clients Say
“We were paying $800/month for a CRM that couldn't even integrate with WooCommerce properly. The custom build costs nothing monthly and does 10x more.”
Megan Torres
Director of E-Commerce, Sagebrush Outfitters
Boise, ID
“Guest preferences, booking history, and loyalty status all in one profile. Our front desk staff deliver personalized experiences that keep guests coming back.”
Maria Santos
General Manager, The Waverly Hotel Group
Miami, FL
“Service reminders, recall notifications, and maintenance history all automated. Our service bays are booked solid and customers love the proactive communication.”
Vanessa Brooks
Service Manager, Elite Auto Care
Charlotte, NC
“Immigration cases have a thousand moving parts. Our custom CRM tracks every form, every deadline, every government response. Nothing gets missed anymore.”
Priya Sharma
Director of Operations, Sharma Immigration Law
San Jose, CA
“The client portal changed everything. Clients access their case documents, upcoming deadlines, and billing, and we stopped fielding 40 status update calls a week.”
Richard Caruso
Founding Partner, Caruso Law Group
Chicago, IL
“Wholesale and DTC in one system. Our sales reps see retail accounts and our marketing team sees consumer data. Same platform, different views. Exactly what we needed.”
Alex Drummond
COO, Fresh Coast Coffee
Grand Rapids, MI
“Our agents write more policies because the CRM handles all the follow-up. Quoting integration with our carriers means proposals go out in minutes, not days.”
Laura Donovan
Sales Manager, Heartland Insurance Partners
Omaha, NE
“Product-led growth needs a different CRM than traditional sales. Ours tracks in-app behavior and triggers sales outreach at exactly the right moment.”
Aisha Patel
CRO, HorizonAPI
Seattle, WA
Ready to Connect Asana with Your CRM?
Book a discovery call and we'll walk you through exactly how Asana will integrate with your custom CRM: direct API, no middleware, built for your workflow.