When your visitors on the website or customers send a support request via a form on your website, it is important to give a quick response to solve any problem right away. If you don’t want to track and answer these contact form requests manually every time then you should check out this Getform-Asana integration to automate support request collection in a very efficient way.

You just need to have your HTML form and form backend ready with Getform and this integration will automatically create a new task in your Asana board for each support request from your contact form submissions. It will allow you to make sure that each request gets a response from the right person in your team tracking its progress on Asana.

Before we get into the details of how to set up Getform-Asana integration, let’s give a brief introduction to one of the most popular project management tools out there!

Asana is a cloud-based project management platform that allows businesses to manage, collaborate and organize their tasks, projects and workflows. Asana project management tool is flexible to work in a way that is most effective for you; whether it be in a kanban-style board, checklist, or a Gantt chart in the Asana dashboard. Asana for free can be used to keep a check on the day to day tasks and the overall goals of the project as a whole.

How to Create Asana Tasks for new support requests from contact form submissions

Prerequisite: You need to have at least one form created and one form submission received to your form on Getform. If you haven’t received your first submission yet, check out the "Collecting form submissions" section on our docs or watch our helper video here to get started.

  1. Sign in to your Getform account here: https://getform.io/login
  2. Click the "+" button to create a new form that we will integrate into your specific Asana board. Let's name the form as "Customer Request".
  3. With that form created, your unique form endpoint is now ready to be inserted into your HTML form. Let's add our form and start getting our first submissions. Here is how your HTML form should look like at this point:
<form action="https://getform.io/f/{your-form-endpoint-goes-here}" method="POST" accept-charset="UTF-8">
    <input type="text" name="name" placeholder="Your Name *" required="required">
    <input type="email" name="email" placeholder="Your Email *" required="required">
    <input type="text" name="phone" placeholder="Your Phone Number">
    <input type="text" name="request" placeholder="Your Request *" required="required">
    <button type="submit">Send Request</button>

and with a little bit of styling here is how our Request Form looks like this:

4. After we send our form submission, here is how the Getform form data looks like:

5. It’s time to go to Asana and create a new project and board to bring your form submission data together in the right place. Let's give the name “Customer Support”  to our new Asana project and “Support Request” to the new section as we will be using Getform and Asana to automate our customer request collection.

(You can skip this step if you want to receive your form submissions to one of your created Asana projects.)

Now, our form backend is ready to integrate with our Asana board!

6. On your Getform dashboard, navigate to the "Integrations" tab and click "Connect with Zapier" to start setting up our Getform-Asana Zap.

7. Search for Asana on the opening screen. On the Asana page, select “New Submission” on the “Select a trigger” field and pick “Create Task” on the “Select an action” field. Then you just need to click the “Connect Getform + Asana” button to start setting up the integration.

In order to connect your Getform account to your zap, just paste the API Key you copied from the “Integrations” tab and click  the “Yes, Continue” button. Then we will select our form's name to connect with our Asana board as follows:

8. After you finish setting up the Trigger step, you just need to click the “Continue” button in the Action stage since Zapier already selected the action app and event for you. Then sign in to your Asana account to connect it with your zap.

9. We are so close to finalizing our integration! Let's set up action by selecting our specific Asana project and section. Then you can add your form submission info as an Asana task in the desired way as follows:

You can customize your task’s tags and status, choose the assignee and due date. You can also state the priority status of the task for your Customer Request form submission info on the same page! It’s time to click the “Continue” button to finish setting up our Zap.

10. Now our Zap is ready to test. Let's click on the "Test&Continue"  button and check our “Support Request” section on our “Customer Support” Asana board.

That's it! Our form submissions have been connected and sent to our Asana board successfully.

You can also check out Zapier's documentation and Getform documentation for more details.

Getform Documentation: https://getform.io/docs

Zapier Documentation:

Getting started with Zapier
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If you have any further queries, reach us out at info@getform.io.

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Easy form endpoints for your forms.