Part 1: • How to connect Asana a...
In this tutorial I take you through how to setup Asana with Zapier so that when you tag an Asana task or card, it will send an email from your Gmail account. Try Asana now for free trfc.co/asana
I also mention how you can set it to create a draft email rather than sending the email straight away.
-- Chapters --
00:00 Introduction to Asana and Zapier Integration
00:01 Overview of Trigger Step Using Asana
00:31 Adjusting the Card Structure
01:47 Setting Up the Zapier Trigger
02:01 Configuring Zapier with Asana and Gmail
03:11 Email Template Configuration in Zapier
04:19 Email Personalisation and Testing
05:34 Setup Gmail Draft Email Instead
06:12 Conclusion
😎 Get your free Asana account trfc.co/asana
I've also made a number of other tutorials:
- How to connect Asana and Zapier (Part 1) • How to connect Asana a...
- Create your first marketing email with AI • HubSpot Marketing Emai...
- HubSpot and Zapier Data Sync Tutorial • HubSpot and Zapier Dat...
- Turn on HubSpot AI to auto-update contacts from emails • Turn on HubSpot AI to ...
- Add Microsoft Teams to HubSpot's Free Meeting Scheduler • Add Microsoft Teams to...
- Contact Views vs Lists Tutorial • HubSpot Contact Views ...
-- Video Summary --
Structured Summary
In this instructional video, we delve into how to utilise Asana as a trigger step to automate email notifications through Gmail using Zapier. This tutorial builds on a previous session, demonstrating the seamless integration between HubSpot form submissions, Asana task creation, and automated email dispatch for enhanced customer feedback management.
#### Setting Up the Automation
- *Initial Setup:* Begins with configuring Asana tasks to include an email field for straightforward automation.
- *Automation Flow:* Details the process of dragging a task to the 'Actioning' stage in Asana, which then triggers an email to be sent to the designated contact via Gmail.
#### Using Zapier for Integration
- *Creating the Zap:* Walkthrough of setting up a new Zap that links a specific tag addition in Asana to the action of sending an email through Gmail.
- *Configuring Zap Triggers:* Instructions on selecting the correct Asana task and tag to act as the trigger for the email automation.
#### Crafting the Email
- *Email Setup:* Guidance on setting up the email template within Zapier, including addressing the email to the contact and crafting the email body with HTML for formatting.
- *Considerations for Personalisation:* Discussion on the limitations of adding personalised content, such as the recipient's first name, without additional steps for data retrieval from HubSpot.
#### Finalising and Testing the Automation
- *Testing the Automation:* Suggestion to initially test the automation with a safe email address before fully implementing the workflow.
- *Adjusting Email Dispatch Method:* Proposal of an alternative method to create a draft email instead of automatic sending, allowing for manual review and adjustments before dispatch.
#### Conclusion and Feedback Invitation
- *Closing Remarks:* Encouragement for viewers to experiment with the demonstrated automation setup, along with an invitation for feedback, questions, and suggestions for future video topics.
😎 Get your free Asana account trfc.co/asana
-- Stuff --
🧡 Incredible software for CRM and Marketing: go.terrific.digital/hubspot
🎬 I use Screen Studio to easily record most of this video: go.terrific.digital/screenstudio
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-- Terrific --
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