Asana is a team task and project management tool used by organizations to plan, assign, and track work across departments. Projects can be viewed as lists, boards, timelines, or calendars, with rules and custom fields available on paid plans. Connecting Asana to WellPlan creates tasks from CRM events and reads task activity back into workflows. New deals can create onboarding tasks, customer support escalations can become Asana tasks for engineering, and Asana task completions can mark CRM activities done. The integration ties post-sale delivery and operational handoffs directly to the customer record.
Functies
Common use cases
Trigger onboarding tasks on deal won
A consulting firm creates a templated Asana project the moment a deal hits Won in WellPlan. Tasks are assigned to the right team members, due dates calculated from the close date, and the project description links back to the WellPlan contact.
Route support escalations to engineering
A SaaS company creates an Asana task in the Engineering project whenever a support conversation gets tagged Bug Report. The task carries the customer's name and a link to the conversation, and closes when engineering marks the task complete.
Coordinate marketing launches
A marketing team uses Asana to plan a product launch. When the launch project's Go Live task is marked complete, a WellPlan workflow sends a broadcast email, triggers social posts, and notifies sales in Slack with talking points.
How setup works
- 1Sign in to Asana with admin or member access to the workspace and projects you want to connect.
- 2Open WellPlan's Integrations settings and click Connect Asana.
- 3Authorize WellPlan through Asana's OAuth flow.
- 4Select the projects workflows can create tasks in, map fields, and run a test event to confirm task creation.
Frequently asked questions
Do I need a paid Asana plan?+
Many of the integration's core features — creating tasks, assigning users, and reading task completion — work on Asana's free Basic plan. Advanced capabilities such as Rules, Custom Fields, and Forms typically require an Asana paid plan.
Can WellPlan read task comments?+
Asana task-level activity, including comments, can be read into workflows when needed for context. Most teams use the integration for structured signals — task created, assigned, completed — and keep free-form discussion in Asana itself.
Will I see Asana task status inside WellPlan?+
Yes. Workflows can mirror Asana task completion into WellPlan custom fields or activity logs on the related contact or deal. This lets sales and customer success see whether delivery work is on track without opening Asana.
What about Asana subtasks and dependencies?+
Subtasks can be created and read through the Asana API and supported in WellPlan workflows. Task dependencies are mostly an Asana-side concept; they can be referenced when creating tasks but are best managed inside Asana for clarity.