Integrate Salesforce with Asana

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

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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.

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.

Asana Integrations
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Best Salesforce and Asana Integrations

  • Salesforce Integration Asana Integration

    Salesforce + Asana

    Copy Salesforce tasks into Asana Read More...
    Close
    When this happens...
    Salesforce Integration New Task
     
    Then do this...
    Asana Integration Create Task
    With Salesforce – Asana automation from Appy Pie Connect, you can now easily manage your workflow without any human intervention. Once this integration is active, it will trigger for each new task on Salesforce, automatically creating a new task on Asana from it, as a response. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How It Works
    • A new task is created on Salesforce
    • Appy Pie Connect automatically adds that same task to Asana.
    What You Need
    • A Salesforce account
    • An Asana account
  • Salesforce Integration Asana Integration

    Salesforce + Asana

    Create Asana tasks for every new Salesforce lead Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Asana Integration Create Task

    This Salesforce – Asana integration from Appy Pie Connect will help you capture more business without much of a manual effort. No coding skills required, just follow our simple instructions and set up this Connect in minutes. After setting up this Connect, whenever a new lead is captured in Salesforce, Appy Pie Connect will create a new corresponding task in Asana.

    Note: This Connect doesn't create Asana tasks for existing Salesforce leads, but only for the leads you receive after this integration has been setup.

    How this Integration Works
    • A new lead is created in Salesforce
    • Appy Pie Connect creates a new Asana task with the lead information.
    What You Need
    • A Salesforce account
    • An Asana account
  • Salesforce Integration Asana Integration

    Salesforce + Asana

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

    Salesforce + Asana

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

    Salesforce + Asana

    Update Task in Asana when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Asana Integration Update Task
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.

  • 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.

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

How Salesforce & Asana Integrations Work

  1. Step 1: Choose Salesforce 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 Asana 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 Salesforce to Asana.

    (2 minutes)

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