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The 9 Most Useful Asana Integrations for Agencies

The 9 Most Useful Asana Integrations for Agencies

Nine valuable Asana integrations that will improve your agency’s project management, scheduling, and workflow. Read about the most useful integrations for web development agencies.

Richard O'Brien

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April 19, 2023

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Asana is one of the most popular project management applications on the market. 

In the right hands, it’s a powerful tool for managing complex projects. But did you know Asana’s capabilities become almost limitless when you combine it with your favorite apps?

Thanks to Asana’s robust API, you can integrate the app with other platforms to automate routine operations like sending emails, updating client information, or establishing new tasks and subtasks. Integration also simplifies communication within your team by making it easier to communicate from a single workspace or dashboard.

Because there are so many Asana integrations, deciding which ones are best for your agency can still present a challenge. This article highlights nine of the most useful Asana integrations for boosting productivity and streamlining your collaboration tools.

Contents:

1. Slack

2. BugHerd

3. Salesforce

4. Everhour

5. Zapier

6. Clockwise

7. Litmus

8. Jotform

9. Jotform

10. Conclusion

1.   Slack

Slack is a powerful messaging app that facilitates team collaboration and communication. It supports file sharing (including Google Drive), public and private channels, and critical real-time integrations with other business tools, notably Asana.

Best tool for communication

Slack integrations for Asana allow customers to turn Slack chats into trackable and actionable work. Your team can discuss projects over Slack and use Asana to add another level of accountability.

Asana’s Slack add-on allows you to:

Use Slack to create a task in Asana

You can turn a Slack message into a new Asana task. After adding Asana to your Slack account, you can also add a Slack message to an existing task. 

To create a task from a message:

  1. Click on the message’s floating hamburger menu to view more actions.
  2. Select Asana to create the task.
  3. Specify the task’s details, including start and end dates.

Link an Asana project to a dedicated Slack channel

Task notifications keep you apprised of a task assignee’s progress. You can centralize your project notifications within a single Slack channel. Select the channel where you want to receive notifications, type "/asana link" to open Asana, choose a project, and click enter.

Communicate and Take Actions on Tasks

You can track the progress of an Asana task within Slack. You can complete a task, modify the task's due date, or change the assignee. You can also open a task in Asana and edit the task details.

2.   BugHerd

BugHerd is a highly-rated website feedback tool for tracking bugs and gathering website user feedback. 

It’s excellent for web design agencies or software development companies that want to improve how they collect and analyze feedback from their clients or test users. You can track and monitor issues reported through BugHerd by using their bug management feature. 

Teams that use Asana as their primary project management tool can leverage BugHerd’s Asana integration to collect feedback while also keeping project management on Asana.

Best for bug reporting

BugHerd makes it easy for development teams to collect and resolve issues reported by clients or test users. To use their Asana app integration, you will need an active Asana account as well as an active BugHerd account. 

Visit your BugHerd account and navigate to the integrations page to connect with Asana. Note that you’ll need to specify which Asana project you want to connect to. 

You can choose when and how the BugHerd tasks are sent to Asana, as well as which details are shareable.

Accurate bug reporting

BugHerd uses a sidebar to collect input from websites. It sends that information to a Kanban-style project and task management system along with screenshots, recordings, technical data (such as browser, operating system, selections, screen resolution, color depth, etc.), and descriptions for all necessary improvements. 

The development team can use these details to recreate the reported bug and fix the problem.

Once you connect your BugHerd account to Asana, you can route all website feedback to Asana. The screenshots and technical details are transferred to the created task.

Visual and video bug reporting

BugHerd allows visual and image bug reporting, making development work straightforward. You can even configure the integration to send the BugHerd report screenshots to an Asana project as a task.

3.    Salesforce

Salesforce is one of the top customer relationship management (CRM) system vendors for businesses. The platform provides many features (data analytics, IoT devices, etc.) and a comprehensive view of all client interactions.

Growth-focused businesses need a solid CRM platform to manage clientele. For CRM efforts to succeed, businesses must be able to meet customer needs while maintaining corporate processes.

Due to its open-source status, Salesforce offers amazing integration freedom. Integrating Salesforce with Asana will improve your productivity and maximize how you use your CRM.

Best for Customer Management

Asana business and enterprise customers can use the Salesforce plugin to manage new customer onboarding processes and the user experience. Salesforce can be used to manage client interactions over various channels, including calls, emails, online communities, and social media. 

Integrated customer relationship management

Tasks created while managing customer interactions or providing support will be transferred to Asana for proper management and monitoring. This enables teams to stay on top of customer needs.

Integrated customer lifecycle management

Integrating your customer lifecycle management with Asana helps your team provide better support and retain customers. Track every step a customer takes to make a purchase, and create tasks for specific issues while monitoring their progress. Asana your conversations about customer experience-related tasks in one place.

Check Out: Ways to Accelerate Review and Approval for Websites and Digital Assets

everhour

4.   Everhour

Asana seamlessly integrates with time-tracking program Everhour. Without leaving Asana, you can monitor team members' progress and track time for every task, as well as establish estimates.

Best for time management

One of Everhour’s major draws is that after registration, it instantly syncs with all your projects.

Accurate time categorization

Everhour’s integration enables you to track time while remaining on the Asana UI. Once linked, Everhour time-tracking controls will appear inside the Asana interface so that you can track time whenever you need.

Everhour pulls task details from Asana — such as tags, custom fields, and iterations — to categorize reported time. Use it to thoroughly analyze the amount of time spent on certain work tasks. You can then share the timesheet report with your stakeholders or clients.

Automatic synchronization

Since Everhour syncs your projects on a regular basis, every time you create Asana projects they will automatically appear in your Everhour reports. Everhour also updates when you modify a task or project name in Asana. The most recent data is always displayed in your Everhour reports.

Project billing configuration

Everhour provides more sophisticated time-tracking options than Asana's native time-tracking feature. The app allows users to create custom billing rates for various projects and set tasks as non-billable. You can choose any custom billing and invoicing methods that suit your projects, such as project hourly, person hourly, time and material, fixed fee, and non-billable time.

5.   Zapier

Integrate Asana with Zapier to transfer data, automate processes, and connect a variety of web apps. Zappier saves businesses time they would otherwise spend performing repetitive operations.

It also simplifies how you move data between tools, preventing data silos and saving time.

Best for task automation

Business process automation (BPA) is the automation of organizational workflows. Zapier is useful because it uses BPA to support and simplify complex corporate procedures. It also decreases human involvement and frees up time for other duties.

Automate tasks

Zapier automates repetitive tasks. Process automation helps you control quality and increase transparency for customers and staff.

Enable app-to-app communication

With Zapier, you can connect several web apps, transfer data, and automate processes. Most of the apps and software used in your business are automatically linked and synchronized to accomplish this, enabling the automatic execution of recurrent tasks. 

You'll need so-called "Zaps” — automated workflows that connect two or more of your online apps — to do this.

6.   Clockwise

Clockwise makes task scheduling quicker and simpler. It has an automatic time-blocking feature to prevent tasks from overlapping, as well as team members from adding you to a conflicting schedule. 

You can also centralize your scheduling tools by using the Asana integration for Clockwork together with Google Calendar.

Best for calendar organization

Clockwise will automatically add an Asana task to your calendar and block the amount of time you've specified for task completion.

Automatically resolve scheduling issues on your calendar

You won’t need to take any extra steps for Clockwise to resolve a scheduling issue. 

If a coworker needs to schedule something outside your available time, Clockwise will look at your scheduling preferences before moving the event to the next-best available time.

You can mark your Asana tasks as flexible if you want Clockwise to arrange them in a way that preserves as much concentration time as feasible.

Manage tasks on Asana

To enable Clockwise on your Asana project or task, click "Customize" in the top right. Scroll to the bottom of the modal and select “Add App.” Then choose Clockwise to add it to your project. 

If you have not enabled the integration before, Asana will direct you to Clockwise to authorize the integration. Once connected, you can set up Clockwise on any Asana task. 

See Also: 5 Benefits of Design Thinking for Website Design and Redevelopment

using-litmus-on-asana

7.   Litmus

Litmus integration allows Asana users to manage projects while drastically simplifying email generation and email marketing processes. 

Tasks automatically sync between Litmus and Asana, giving teams total visibility across all phases of active campaigns.

Best for email campaigns

Emails are often part of broader, multi-channel campaigns that involve stakeholders from different teams and departments. 

When you integrate Litmus with Asana, you can quickly and easily execute on-brand campaigns by incorporating your email production procedures into your team's campaign management workflow.

 Streamline email campaigns

The Litmus-Asana integration uses automatic task syncs to keep all stakeholders informed about an email project’s progress. It also saves time and avoids misunderstandings by removing the need to update tasks on both platforms. 

Marketing managers will have complete access to the workflow of an email campaign. By linking a Litmus Checklist to an Asana project, status updates will sync across both platforms.

Without toggling apps, you can obtain a status update for any email project using Litmus and Asana. Thanks to the smooth task synchronization between Litmus and Asana, you can feel confident that mail will be delivered as planned.

Test email deliverability

Litmus allows users to test email deliverability. It performs comprehensive spam, IP reputation, and conversion testing. It provides the test results so that you can verify your emails are delivered without issue.

8.   Jotform

Jotform is an all-in-one form builder for creating surveys, generating leads, collecting orders, and managing job applications. 

Best for customer feedback

Asana and JotForm integration allows teams to convert customer responses to tasks.

Collect customer feedback as Asana tasks within a project

When you combine Asana and Jotform, you can build unique web forms that seamlessly blend with your current Asana workflow. 

Simply drag and drop fields to design a form that suits your needs. Create an online form, such as a lead generation or request form, then link it to your Asana account to collect customer feedback.

Convert customer feedback to Asana tasks

Without leaving Jotform, you can convert customer feedback to Asana tasks, track submissions, and change tasks. This function brings all the gathered data and collaborators together in one location. 

You Might Like: 17 Time Saving Tools and Templates for ELearning Designers

9.   Weekdone

For small and medium-sized enterprises, Weekdone provides one of the best solutions for tracking Objectives and Key Results (OKR). It’s also great for managing staff performance. Weekdone is simple to use and makes team productivity easy to track.

Integrating Weekdone and Asana will combine your productivity tracking with your project management software. You can create and manage tasks and to-do lists in Asana, while depending on Weekdone’s weekly reports to provide an overview of the team's performance and milestone progress.

Best for analyzing team performance

Weekdone users get an automatic weekly productivity report via email for the entire firm, a specific team, or per team member. 

Automate team productivity reporting

You can use Weekdone’s email reports to evaluate how your firm is doing with its OKRs.

Visualize team performance

Weekdone uses a chart to show the status and progress of each OKR. If you have any OKRs at risk of failure, the OKR status will let you know. 

For easy visuals, the OKR's progress is indicated through colors. Blue indicates exceeded, Green indicates on-track, Yellow indicates at-risk, and red indicates off-track. This way, you get a weekly visual overview of how everyone's weekly plans are progressing.  

Conclusion

You can get ahead of your work by combining Asana with countless other work tools. Web design agencies can link Asana with BugHerd to collect better visual and video feedback, then use the integration to deliver products that are not only more functional, but more customer-centered, too. 

Likewise, if you want to improve your agency’s communication and task management processes, try adding the Slack integration to Asana. The end result should be an overall enhancement of your team’s performance.

For Your Consideration: How Customer Journey Mapping Informs Better Website Builds

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