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OpenApi

Bring in customer details and revenue data, connect it to features and opportunities.

Overview

When you connect your Zoom account with Calendly, video conferencing is made simple. Choosing Zoom as your event location will automatically create video conference details and save them to your Calendly event. Providing your invitees instant access to these details will save you time and help reduce meeting no-shows.

Once an event is scheduled, the Zoom details will be automatically included in the confirmation notifications and calendar event sent to your invitees.

For even faster scheduling, an admin can set up Zoom on behalf of your organization to check off an onboarding step for new Calendly users and solve for missing video conferencing connections for current users.

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Features + Benefits

Instant automation

Automatically generate unique Zoom video conference details for every meeting you schedule.

Set it and forget it

Eliminate the need to set up and remember video conferencing details for all your meetings.

Realtime updates

Have meeting details update in real time when rescheduling or canceling.

Capture action items during Meetings

Create, assign, and view tasks during a Teams Meeting without needing to switch to your browser.

Automate your processes by combining Rules and Microsoft Teams

Set up customizable processes and automatically trigger actions in Teams based on work happening in Asana. With Rules, you can automatically send a message to a Teams channel based on a trigger in Asana. Learn more about Rules in Asana.

How to connect Microsoft

Teams + Asana

Here’s how to set up the integration:

Make sure your Microsoft Teams admin has allowed the use and installation of apps.
Open up Microsoft Teams; we recommend using the desktop app.
Click on the Apps tab in your Teams left navigation bar
Search for Asana.
Click Add.
The Asana bot will now show up in your chat. If you’d like, you can also pin the Asana app to your left navigation.
The bot will prompt you to log in and verify your Asana workspace. Once you log in, you’re all set to use the integration.

As a meeting organizer, you can also add the Asana tab to any Teams Meeting. This allows all attendees to create tasks in-meeting. To do so:

Navigate to a Chat or Meeting, and click the + icon in the top menu bar.
Search for Asana.
Click Add.
You will be prompted to log in and verify your Asana workspace.
Once you log in, you’re all set to use the integration. Any meeting attendees will be able to log in to Asana in the meeting and use the integration to create tasks.

Learn more and get support

To learn more about using the Microsoft Teams + Asana integration, visit the Asana Help Center or check out our Asana Academy online course.

Collaborate effortlessly with Asana

From the small stuff to the big picture, Asana organizes work so teams know what to do, why it matters, and how to get it done. It’s free to get started, simple to use, and powerful enough to run your entire business. Learn more about Asana today.

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