Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.
Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.Follow Up Boss Integrations
It's easy to connect Asana + Follow Up Boss without coding knowledge. Start creating your own business flow.
Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.
Triggered whenever you add a new project.
Triggers on an addition of a new story.
Triggers upon an addition of a new subtask.
Triggers every time you create a new tag.
Triggers whenever a new task is added to a project.
Triggers whenever a new task is added to a workspace.
Triggered every time you add a new team.
Triggered once a new user is added.
Triggers every time you add a tag to a task.
Triggers every time a new appointment is created in Follow Up Boss.
Triggers every time a new contact is created in Follow Up Boss.
Adds a new project.
Adds a new story (a comment is a story).
Adds a new task.
Updates an existing Task.
Create follow Up leads
Create Task in Follow Up Boss.
This article will be about how Asana and Follow Up Boss can be used together.The article will begin by describing what each of these tools is. Then, it will go on to explain how they can be integrated, and why that integration would be beneficial.
Asana is a tool for managing tasks and projects. It has been described as "a task management system that is flexible, powerful, and easy to use". It allows users to create tasks, assign due dates, add subtasks, attach files, and comment on tasks.It also allows teams to work together on the same projects. Each project can have a discussion board attached to it, so team members can share ideas and comments about each project.It also allows users to plan projects with other people, by creating groups for each project. This way, everyone working on the project can stay up-to-date on what their teammates are doing, in real time.
Follow Up Boss is a Gmail plugin that reminds you to follow up with people after a certain amount of time has passed since you last contacted them. It does this by sending a reminder email to you, when a certain amount of days has passed since you sent an email to someone.Follow Up Boss also has a desktop app called Follow Up Then. The app takes the place of a reminder in your notification tray, and it makes it more convenient to get reminders in real-time.II. Integration of Asana and Follow Up Boss
There are many different ways that Asana and Follow Up Boss could be integrated. Some possibilities are:
B. Set a reminder in Follow Up Boss for an email exchange with someone, and then create a task in Asana for that conversation.III. Benefits of Integration of Asana and Follow Up Boss
A. The benefits of using Asana on their own are very obvious. Using Asana helps to organize projects and make sure everything gets done on time. Using Follow Up Boss is also very beneficial because it helps to keep track of important conversations.C. Creating tasks and setting reminders in both Asana and Follow Up Boss ensures that users don't lose track of important tasks or conversations with customers or coworkers.
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