Asana + Salesforce Integration

Connect Asana to Salesforce in 1 click

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Asana
    Tag is added to task in Asana
  • Asana
    Task is created in Asana
  • Asana
    Task is created in project in Asana
  • Asana
    Task is completed in Asana
  • Asana
    Task is updated in project in Asana
  • Asana
    Subtask is added in Asana
  • Asana
    Task is updated in Asana
  • Asana
    Project is created in Asana
  • Asana
    Stories is added on task in Asana
  • Asana
    Team is created in Asana
  • Asana
    Tag is created in Asana
  • Asana
    User is created in Asana
  • Asana
    Workspace/Organization is created in Asana
  • Asana
    Particular task field is updated in Asana Instant
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
Arrow Right
2.

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows   for Asana + Salesforce Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Asana + Salesforce Integration

Create Salesforce record for new Asana task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using Asana and Salesforce. By linking these two applications, you can ensure that every task is automatically recorded in the Salesforce, making it easier to track and manage.
See more
Salesforce + Asana Integration

Create Asana task for new Salesforce record

As any project manager knows, tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in Asana is to use this Salesforce - Asana integration. Using this integration, you can create a new task in Asana that will be automatically populated with data from a new record in a Salesforce.

This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
See more
Salesforce + Asana Integration

Create Asana task for new Salesforce task

Salesforce provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Salesforce. Asana is a great tool for this.

All you need to do is - integrate Asana with Salesforce to create task in Asana automatically when certain task occur in Salesforce. This can save you time by not having to manually create tasks in both systems.
See more
Salesforce + Asana Integration

Create Asana task for new Salesforce opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Asana to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Salesforce? Well now there is!

With our integration between Salesforce and Asana, creating task in Asana is now easier than ever. Whenever a opportunity is created in Salesforce, you can automatically create a corresponding task in Asana to keep your team up-to-date.
See more
  • 1of3
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Who Is This Integration For?

Project Managers
Project Managers
Sales Teams
Sales Teams
Customer Success Managers
Customer Success Managers
Marketing Teams
Marketing Teams
Operations Teams
Operations Teams
Project Managers
Project managers often struggle with keeping sales teams updated about project milestones and tasks. They need an efficient way to sync project updates with the sales pipeline to ensure alignment between teams.
Sales Teams
Sales teams need timely information about project completions and milestones to adjust their strategies and set realistic customer expectations. Manual updates consume time and lead to errors.
Customer Success Managers
Customer success managers need visibility into project timelines and tasks to proactively address customer queries and ensure satisfaction. They find it challenging to get real-time updates on project progress without direct access to project management tools.
Marketing Teams
Marketing teams require insights on task completions and project success to craft aligned campaigns and messaging. They often lack a streamlined way to receive updates on project progress.
Operations Teams
Operations teams face difficulties in linking project execution with sales and customer data for comprehensive reporting and analysis. They require an automated solution to bridge this gap effectively.
Asana logo
Salesforce logo

What Can You Automate With Asana + Salesforce

Update Salesforce Record when Asana Task Completes
Automatically update a Salesforce contact or opportunity when a task in Asana is marked complete. This helps you ensure your sales data reflects the current project status without manual work.
Create Asana Task from New Salesforce Lead
Generate a new task in Asana whenever a lead is added in Salesforce, keeping your project team in the loop on new prospects. This automation helps streamline the process from lead generation to task assignment.
Notify Salesforce Contacts about Asana Project Updates
Send notifications or update records in Salesforce when certain milestones in Asana projects are reached. It's a great way to keep your contacts informed without leaving your sales platform.
Sync Asana Task Comments to Salesforce Notes
Capture comments from Asana tasks and automatically log them as notes in Salesforce. This connection helps you consolidate feedback and ideas in your CRM system effortlessly.
Create Salesforce Case from Completed Asana Tasks
Automatically create a new case in Salesforce whenever a task in Asana is completed, ensuring prompt follow-up actions. This keeps your customer support aligned with project outputs.
And much more...
Automations

Top 10 Most Popular Asana Automations from
Integrately Community

Just click on the workflow you want to automate

Todoist logo
Asana logo
Create Asana task for new Todoist task
Activate
Google Sheets logo
Asana logo
Create Asana task for new Google Sheets row
Activate
Smartsheet logo
Asana logo
Create Asana task for new Smartsheet row
Activate
Asana logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Asana task
Activate
Asana logo
Todoist logo
Create Todoist task for new Asana task
Activate
Todoist logo
Asana logo
Create Asana task for new Todoist task
Activate
Google Sheets logo
Asana logo
Create Asana task for new Google Sheets row
Activate
Smartsheet logo
Asana logo
Create Asana task for new Smartsheet row
Activate
Asana logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Asana task
Activate
Asana logo
Todoist logo
Create Todoist task for new Asana task
Activate
Asana logo
Google Sheets logo
Create Google Sheets row for new Asana task
Activate
Discord logo
Asana logo
Create Asana task for new Discord message
Activate
Notion logo
Asana logo
Create Asana task for new Notion database item
Activate
Microsoft To-Do logo
Asana logo
Create Asana task for new Microsoft To-Do task
Activate
Asana logo
ClickUp logo
Create ClickUp task for new Asana task
Activate
Asana logo
Google Sheets logo
Create Google Sheets row for new Asana task
Activate
Discord logo
Asana logo
Create Asana task for new Discord message
Activate
Notion logo
Asana logo
Create Asana task for new Notion database item
Activate
Microsoft To-Do logo
Asana logo
Create Asana task for new Microsoft To-Do task
Activate
Asana logo
ClickUp logo
Create ClickUp task for new Asana task
Activate

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Want to automate something else in your workflow?

You Can Also Connect Asana or Salesforce With 1400+ Other Apps

Asana
Asana
Asana is a cloud based application used for creating boards and adding tasks to it. By using this tool you can divide your work into different parts and can easily manage it.
Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.