Asana

Asana

Connect Asana to Octanist so tasks changing statuses update your leads and reach your ad platforms.

Octanist
Asana

Overview

Connect Asana to Octanist if your team follows up on leads there. When tasks change statuses in Asana, the matching leads in Octanist update and the results go back to your ad platforms.

How it works

You sign in with Asana and pick where your leads live and which statuses mean qualified, won or lost. Octanist checks for changes about once an hour and matches each task to a lead by email address or phone number.

Use the tool your team already uses

Not every team needs a CRM. If Asana is where you track follow-up, that is enough for Octanist to tell your ad platforms which leads became customers.

Use cases

Status mapping

Choose which statuses count as qualified, won or lost.

Lead value

Use a value from Asana as the conversion value when you track one.

Offline conversions

Qualified and won leads go back to the ad platforms you connected.

No webhooks to set up

Connect by signing in to Asana.

Getting started

Open Integrations in Octanist and choose Asana. Tell us which actions in Asana mean qualified, won or lost, and our team sets up the connection with you.