Step 1: Log in to your CallHippo account.


Step 2: Go to the left sidebar menu of your dashboard and click on Integrations.

        

Step 3: Search Asana and click on the connect button.



Step 4: Pop-up box will open, click on the connect button. 



Step 5: Enter your Asana Email and password and click on the Login button. (If Asana is already login into another tab then it will be redirected to the integration page)



Step 6: Now your CallHippo account is successfully integrated with Asana and you will be redirected to the CallHippo with Integration Settings popup.



Integration Settings:


  • You can customize the functionality of Asana through CallHippo - Call activities will be sent to your Asana account.
  • If you have enabled this toggle, All the call activities that are performed on a CallHippo Dialer will reflect in the Asana account.
  • SMS activities will be sent to your Asana account - If you have enabled this toggle, All the SMS activities that are performed on a CallHippo Dialer will reflect in the Asana account.


Step 7: Now your Asana account is integrated.



Features of Asana Integration -

  1.  All the Call & SMS activities that are performed on a Callhippo Dialer will reflect in the Asana account.

  2. Callhippo sub-user must be invited in Asana if the admin needs sub-user activity.

  3.  You will get call activity inside a specific project which you select during the integration.