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Clever Ops - AI Business Automation Australia
Asana + Close

Connect Asana to Close in 2 weeks - No Disruption

Save 8+ hours/week by automating the data flow between Asana and Close. Our Harvard-educated consultants design integrations that pay for themselves within weeks.

8+ hours/week
Saved weekly
2 weeks
Setup time
8+
Asana fields
One-way
Sync direction

Why Connect Asana to Close?

Task updates in Asana are invisible to the team using Close, leading to duplicated effort and missed deadlines

New team members take longer to onboard because they must learn manual workarounds to keep Asana and Close aligned

Close adds complexity: smaller integration ecosystem than major CRMs means some connections require Zapier rather than native integrations

Client engagement details in Asana and time-tracking data in Close do not align, making billing inaccurate

Student enrolment data in Asana and billing records in Close are managed separately, causing discrepancies

No single source of truth when tasks live in two disconnected tools, so staff second-guess which system has the correct information

Manually copying data between Asana and Close wastes hours every week that could be spent on revenue-generating work

Reporting across Asana and Close requires painful manual exports and spreadsheet merges

How We Help

For Professional Services and Education businesses across Australia, the disconnect between Asana and Close is a daily frustration. Our custom integration bridges your project management and crm & sales systems, ensuring tasks and projects flow seamlessly without manual intervention. On the technical side, Asana uses a REST API with OAuth authentication, and Close authenticates via API key, which our team handles as part of the build.

Built-In Error Handling and Alerts

Our integrations include automatic retries, error queuing, and real-time notifications. If something fails between Asana and Close, your team knows immediately and the system self-recovers where possible.

Scalable Without Extra Headcount

As your data volume grows, the integration scales with you. No need to hire additional admin staff to keep Asana and Close in sync, even as your business doubles.

Eliminate Duplicate Work Between Teams

Task updates in Asana are reflected in Close immediately. Teams using different tools stay aligned on priorities, deadlines, and assignments without manual status chasing.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses Asana and Close. Custom field mappings, business rules, and error handling included.

Asana to Close Use Cases

1

Automated error handling and retry for Asana/Close sync

When a sync between Asana and Close fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

2

Mirror tasks between Asana and Close

When a task is created, reassigned, or completed in Asana, the linked activitie in Close updates immediately. Teams working in different tools always see the same status, assignees, and due dates.

Data Mapping

How data flows between Asana and Close

AsanaCloseNotes
Asana TasksClose ActivitiesTask assignments, due dates, and completion status synchronised so both teams work from the same priorities.
Asana Record IDsClose External ReferencesCross-reference identifiers stored on both records for bidirectional lookups and deduplication
Asana TimestampsClose Audit LogCreated and modified timestamps preserved for sync conflict resolution and compliance
Asana Owner/AssigneeClose Owner/AssigneeRecord ownership mapped between platforms using email address as the matching key
Asana ProjectsClose Custom FieldsProjects data from Asana stored in Close custom fields for reference
Asana PortfoliosClose Custom FieldsPortfolios data from Asana stored in Close custom fields for reference
Asana GoalsClose Custom FieldsGoals data from Asana stored in Close custom fields for reference
Asana SectionsClose Custom FieldsSections data from Asana stored in Close custom fields for reference

Asana + Close Integration FAQ

Yes. All data is transferred over encrypted connections (TLS/SSL). We follow least-privilege API access, using OAuth 2.0 authentication with scoped permissions, never store credentials in plain text, and log all sync activity for audit purposes. For Australian businesses with compliance requirements, we can implement additional safeguards.

Absolutely. We design integrations with growth in mind, whether you are syncing 100 records or 100,000. Our architecture handles rate limiting (Asana's API allows 1,500 requests per minute), pagination, and queuing to ensure reliable performance at any scale.

Integration pricing depends on complexity, including the number of data objects synced (tasks), sync direction, custom business rules, and volume. Most Asana to Close integrations fall within our standard integration tier. Book a free assessment to get a specific quote for your requirements.

We follow a structured testing process: unit tests for individual data mappings, end-to-end tests with sample data, and a staging period where we run the integration in parallel with your existing process. You review and approve the results before we switch to live. This approach minimises risk and ensures accuracy.

Absolutely. Custom field mapping is a core part of every integration we build. Whether it is custom properties in Asana or user-defined fields in Close, we map them precisely to your requirements. We can also transform data formats, apply business rules, and handle conditional mappings.

Yes, every integration includes 3 months of post-launch support. We monitor sync health, troubleshoot issues, and make adjustments as your workflow evolves. Ongoing maintenance plans are available for businesses that want continuous optimisation.

We map project management data like tasks and projects from Asana to the corresponding crm & sales structures in Close. Our team handles data transformation, validation, and conflict resolution between the two system types.

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