ActiveCampaign and Asana, ready to switch on
A contact carrying the tag you nominate opens a task in the Asana project you choose, with the email, the answers and a due date, and closing the task tags them back in ActiveCampaign. You paste two keys in your account and we switch it on for you.
No setup fee, cancel any month, and a person on live chat if a key doesn't work.
More with these apps: all ActiveCampaign integrations · all Asana integrations
What moves, and when
The details you would normally get after a sales call. Here they are up front.
| What | Direction | When | Rule |
|---|---|---|---|
| A tag opens a task | ActiveCampaign to Asana | Within seconds | In the project you choose, with the form answers and the campaign that brought them in the description |
| Onboarding from your template | ActiveCampaign to Asana | When the tag says they have paid | The project is copied from the template you nominate, with dates counted from the day it starts |
| Custom fields | ActiveCampaign to Asana | With every task | Source and plan go into Asana custom fields where the project has them, and into the description where it doesn't |
| Completion tags them back | Asana to ActiveCampaign | When the task is completed | So a nurture sequence can wait for delivery to finish instead of guessing at a delay |
| Matched on email | Both ways | Every change | One contact keeps one task, however many times your automation applies the tag |
How to set up ActiveCampaign and Asana
A few minutes of your time, then it's ours.
- Choose ActiveCampaign and AsanaPress Connect. This pair is already selected on the checkout page at $39 a month, and there's nothing else to pick.
- Pay and open your accountCard or invoice, about two minutes. The account opens with this integration waiting for its two keys.
- Paste the ActiveCampaign API key and the Asana access token
- ActiveCampaign API key: in ActiveCampaign open Settings in the left menu, then Developer. Full ActiveCampaign guide
- Asana access token: open app.asana.com/0/developer-console, or go to Settings, then Apps, then Manage developer apps. Full Asana guide
Each screen carries the full guide with the exact menu names, about five minutes for both. - We check both keysEach key is checked against ActiveCampaign's and Asana's own API the moment you paste it. If one doesn't pass, the screen says what to fix, and a person joins the chat if that isn't enough.
- Tag one test contact, then we switch it onA minute or two. Put the tag you chose on a contact in ActiveCampaign and watch the task appear in the project. From then on we watch it for you. A person checks the setup and switches it on, within a working day.
When ActiveCampaign or Asana changes its API, we fix it within a working day. You don't get a ticket to solve.
- Everything in the table above, with monitoring on.
- Fixes when either app changes its API.
- A person on live chat, weekdays 10:00 to 19:00 EET.
- Custom logic beyond the table is priced separately.
What it will cost once you can switch it on yourself. While we're in beta we connect it by hand and don't charge for it.
Ways to connect ActiveCampaign and Asana
Two ways people connect these two, and what each one asks of you.
Before you decide
Which contacts turn into work?
Only the ones carrying a tag you name. That keeps the board about people someone has to act on, not about everyone who ever gave an email address.
Who ends up as the assignee?
The owner from ActiveCampaign when the same person exists in Asana, otherwise the default you pick while connecting. Nothing lands unassigned.
Does every tagged contact become a task?
Only contacts carrying the tag you name, and only once. If your automation adds that tag again later, the existing task is updated rather than a second one appearing in the project.
Can two tags point at two different projects?
Yes. Say which tag means which project while connecting, and each one lands where the work belongs. One tag into one project is where most teams start.
Anything to know about ActiveCampaign?
The API key belongs to the user who made it, so the integration acts with that user's permissions and shows up in the account as that user.
Anything to know about Asana?
A personal access token acts as your user, so tasks are created in your name and only in projects that user can see.
What if mine is a bit different?
Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price within a working day and build into the same account.