Asana - EngageBay Integration

Asana Integration Overview

With the EngageBay - Asana integration, your sales team will be able to smoothly collaborate with other teams in your organization that are using Asana where users can create tasks and view workspaces, projects, assignees and status in Asana.

With the EngageBay - Asana Integration, you can:

Connect your Asana account directly with EngageBay
View workspaces in Asana
View projects in the selected workspaces
Create tasks in the selected project
Select assignee and followers to your created task

EngageBay-Asana Integration Features

View and join Workspaces

With the EngageBay-Asana integration, team members from the different teams in the organization will be able to view and join the Workspaces to actively collaborate with the other members of the Workspace .Thereafter, the team member can leave the Workspace anytime but in that case, they will not be able to view projects in that workspace.

View and join projects in Workspaces

With the EngageBay-Asana integration, team members can view and participate in the different projects in the Workspaces depending on their level of access to actively participate and collaborate on those projects with the other members of the Workspace .

Set Status, Description, Assignee & Create tasks

With the EngageBay-Asana integration, create new Asana tasks in a project directly from within your EngageBay CRM platform.Set the status, assignee, and description for the task.

Review status of tasks

With the EngageBay-Asana integration, select assignees for your projects and be up-to-date with the status of your projects, thereby keeping everyone on the same page.

Improve collaboration across your organization

Discourage information silos within your organization and foster a collaborative environment. Exchange information between Asana and EngageBay and keep data between various departments in sync.

Asana connects and integrates with these EngageBay features

Marketing

Workflows

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Client Testimonials

"Engagebay works pretty well with my business. I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute."

Leonardo W.

Founder, Wolff Consultoria

"The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately."

Shawn L.

Marketing Manager, List Biological Laboratories, Inc

"A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform make any marketer job much easier."

Santiago B.

Southern Europe Director, Triptease

"EngageBay has everything I need when it comes to managing customer relations and sales activities. The features I most frequently use are automation for sending emails, managing sales, and marketing automation. Plus, having a built-in live chat and help desk tool makes it really easy to engage with customers."