Syncing Asana tasks with E-mail conversations?


#1

Hi There.

I use Pipedrive as a sales tool, and a feature i really love is that i can sync my deals to my e-mail and conversations and directly from Pipedrive track all my dialogue with customers.

My question is, can this be done with Asana?

I use the Mac e-mail client not Google mail.

Thank you :slight_smile:


#2

@paulminors can probably help!


#3

I know exactly what you mean (I use Pipedrive as well). Unfortunately, it’s not quite as good with Asana. You have to forward emails to x@mail.asana.com to turn emails into tasks. You can also forward tasks to a specific project or conversation thread.

Some client’s I’ve worked with auto-forward emails to specific projects e.g. if they have a client project, all emails from the client are auto-forwarded here.

You can read more about creating tasks from email here.

If you have any more questions or need help with Asana set up and training, please feel free to book a free 30-minute introductory call with me to discuss my Asana consulting options.


#4

Thank you Paul.

I would love to book that intro :slight_smile: And will try to look at those things you mentiones