Automatically Create Asana Tasks Right From Copper CRM Upon Opportunity Stage Change

You can now automate the creation of Asana tasks upon Copper opportunity stage change without ever leaving Copper with the Efficient Communication.

Setup

To get this working, you would make the "from" email the Asana team member you'd like to assign the task to (they must already be an Asana user):

From there, you create tasks by having [email protected] either Bcc'd or Cc'd in the Efficient Communication email template settings.

Formatting

• The subject line will be the task name
• The body will be the task description
• You can cc teammates to add them as task collaborators (they must exist already within Asana)

Other Features

You can also Create conversations by emailing [team-name]@mail.asana.com.

For example, [email protected] goes to the Marketing team, and [email protected] goes to the Customer Success team.

If you have any trouble getting this to work, please let us know as we're happy to help :)