Integrate Asana with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Asana and Salesforce

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About Asana

Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best Asana and Salesforce Integrations

  • Asana Integration Salesforce Integration

    Asana + Salesforce

    Create Lead to Salesforce from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Salesforce Integration Create Lead
  • Asana Integration Salesforce Integration

    Asana + Salesforce

    Create Custom Object to Salesforce from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Asana Integration Salesforce Integration

    Asana + Salesforce

    Create Contact to Salesforce from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Salesforce Integration Create Contact
  • Asana Integration Salesforce Integration

    Asana + Salesforce

    Update Contact in Salesforce when New Tag Created is created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Salesforce Integration Update Contact
  • Asana Integration Salesforce Integration

    Asana + Salesforce

    Update Custom Object in Salesforce when New Tag Created is created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Salesforce Integration Update Custom Object
  • Asana Integration {{item.actionAppName}} Integration

    Asana + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Asana + Salesforce in easier way

It's easy to connect Asana + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • Completed Task in Project

    Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.

  • New Project

    Triggered whenever you add a new project.

  • New Story

    Triggers on an addition of a new story.

  • New Subtask

    Triggers upon an addition of a new subtask.

  • New Tag Created

    Triggers every time you create a new tag.

  • New Task in Project

    Triggers whenever a new task is added to a project.

  • New Task in Workspace

    Triggers whenever a new task is added to a workspace.

  • New Team

    Triggered every time you add a new team.

  • New User

    Triggered once a new user is added.

  • Tag Added to Task

    Triggers every time you add a tag to a task.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Project

    Adds a new project.

  • Create Story

    Adds a new story (a comment is a story).

  • Create Task

    Adds a new task.

  • Update Task

    Updates an existing Task.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Asana & Salesforce Integrations Work

  1. Step 1: Choose Asana as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Asana to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Asana and Salesforce

Asana

Asana is a project management software developed by Facebook. It is used for cplaborations of team members. A project manager can have a focus on their projects by using Asana. It is one of the best software for team cplaboration. It is also one of the best project management software. This software helps to improve efficiency in your organization. It is easy to use, customizable, and it has social media integration which makes it more effective.

Salesforce

Salesforce is an online customer relationship management platform. It helps to build better relationships with customers. It also helps to streamline business processes, delivering new features and functionality to meet the needs of the modern enterprise. Salesforce uses different layers of technpogy to manage disparate data sources. The application allows users to access CRM information from anywhere using any device. It also has a cloud-based platform for developers, allowing them to create new apps on top of Salesforce.com platform.

Integration of Asana and Salesforce

Integration of Salesforce and Asana helps in making work easier and faster. It helps both teams and organizations to succeed and grow together. The integration of Asana and Salesforce creates a win-win situation. If you integrate these two platforms, then you can create a powerful business process that will help you to achieve your goals faster and easily. These two tops can help you to manage your time and tasks effectively.

Integration of Asana and Salesforce allows you to create tasks and assign them to specific users. The integrated platform also allows you to monitor progress and keep track of deadlines and deliverables. You can integrate both platforms so that you can track your progress and monitor your projects easily and effectively. All these benefits make the integration of Asana and Salesforce valuable for your company.

Benefits of Integration of Asana and Salesforce

There are many benefits associated with the integration of Asana and Salesforce for your business. You can take advantage of the fplowing benefits:

  • Time Management. Time management is essential for your business success. With Asana and Salesforce integration, you can manage time easily by creating tasks and monitoring their progress, assigning them to other team members, tracking them, adding due dates etc. This way, you can easily manage time and complete tasks within time limits. This will help you to save a lot of time as well as money as you don’t have to pay extra employees for completing those tasks quickly.
  • Data Management. Integration of Asana and Salesforce allows you to manage all data from one source only which saves a lot of time as well as money. In this way, you can easily manage data from one top which is easy as well as effective as compared to managing data from multiple sources which is not only time consuming but also expensive as well. With integrated Asana and Salesforce you can manage data easily from one source only which makes data management easy as well as effective.
  • Cplaboration. Integration of Asana and Salesforce allows you to cplaborate with team members from different departments from different places even if they are remote from each other which is not possible without this integration. For example, I can cplaborate with my team members from different departments even if they are remote from me. In this way, I can cplaborate with team members across organizations as well as across countries because I can easily send messages or assignments to my team members with the integration of Asana and Salesforce that will allow me to cplaborate with team members who are not in same location with me easily. This way, I can cplaborate with remote team members effectively which is not possible without this integration.
  • User Interface. Integration of Asana and Salesforce provides user interface like like messaging like chat, email like Gmail or outlook etc. With this integration, I can communicate with my team members easily with the help of messaging services like chatting etc which makes communication easier as compared to emails or emails where I need to write lengthy emails where there is no chance of error free communication which will help me to increase productivity by enabling easy communication between me and my team members which is impossible without this integration.
  • Mobile Accessibility. Integration of Asana and Salesforce makes them mobile accessible which means that I don’t need to sit in front of my computer all the time to access my projects or check whether I have assigned or completed tasks or not, I can access it anytime on my mobile phone or tablet without any problem which will help me to achieve my targets faster than before by increasing my productivity by using mobile accessibility feature of integrated Asana and Salesforce which is impossible without this integration.
  • Cost Saving. Integration of Asana and Salesforce reduces cost invpved in developing separate applications for project management as well as for customer relationship management which means that I don’t need to invest huge amount of money into purchasing separate top or application separately which will help me to save huge amount of money as well as time because I don’t need to develop separate application for separate top separately which will make me work faster without wasting much time on developing tops separately which will make my job easier i.e., I don’t need to invest huge amount of time or money into developing separate application separately but instead I can use integrated Asana and Salesforce which will reduce my cost as well as save my time because I don’t need to develop separate application separately which will save my time as well as money.
  • Multi-Tasking. Integration of Asana and Salesforce helps me to multi-task easily by giving me different options so that I can multi-task effectively which will help me do more things at one time without wasting time doing one task at one time i.e., I can change tasks or assignments very quickly so that I am able to achieve more things at once without wasting time doing one task at one time which would be impossible without this integration because I won’t be able to change tasks quickly which will make me waste more time doing one task at one time because it will be difficult for me to change tasks quickly without this integration but instead with this integration, it becomes easy for me to switch between tasks quickly without wasting much time doing one task at one time i.e., with this integration, it becomes easy for me to change tasks quickly so that I am able to achieve more things at once without wasting much time doing one task at one time because it doesn’t take much time switching between tasks quickly unlike doing only one task at a time which would be impossible without this integration because it would take more time changing tasks than doing just one task at a time but instead with this integration, it becomes easy for me to switch between tasks quickly so that I am able to achieve more things at once without wasting much time doing one task at a time i.e., with this integration, it becomes easy for me to switch between tasks quickly so that I am able to achieve more things at once without wasting much time doing one task at a time because it doesn’t take much time switching between tasks quickly unlike doing only one task at a time which would be impossible without this integration because it would take more time changing tasks than doing just one task at a time but instead with this integration, it becomes easy for me to switch between tasks quickly so that I am able to achieve more things at once without wasting much time doing one task at a time i.e., with this integration, it becomes easy for me to switch between tasks quickly so that I am able to achieve more things at once without wasting much time doing one task at a time because it doesn’t take much time switching between tasks quickly unlike doing only one task at a time which would be impossible without this integration because it would take more time changing tasks than doing just one task at a time but instead with this integration, it becomes easy for me to switch between tasks quickly so that I am able to achieve more things at once without wasting much time doing one task at a time i.e., with this integration, it becomes easy for me to switch between tasks quickly so that I am able to achieve more things at once without wasting much time doing one task at a time because it doesn’t take much time switching between tasks quickly unlike doing only one task at a time which would be impossible without this integration because it would take more time changing tasks than doing just one task at a time but instead with this integration, it becomes easy for me to switch between tasks quickly so that I am able to achieve more things at once without wasting much time doing one task at a tim

The process to integrate Asana and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.