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Set up your first integration
Quickly connect Asana to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Asana with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Completed Task" from Asana.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Asana and Salesforce, automating your workflow.
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Frequently Asked Questions about Asana + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Asana and Salesforce
Can I create a task in Asana whenever a new record is added in Salesforce?
Yes, you can set up a trigger to create a new task in Asana every time a new record is added in Salesforce. You’ll need to specify the particular fields or custom objects that should prompt this task creation.
Is it possible to update Salesforce records based on Asana task completions?
Indeed, our integration allows you to update existing records in Salesforce when an Asana task is marked as complete. This requires configuring an action within the integration settings where task completion triggers specific field updates in Salesforce.
How do I handle duplicate records when integrating Asana and Salesforce?
Handling duplicate records involves setting up filters within the integration that check for existing entries before creating new ones. This ensures that actions such as creating tasks or updating records don’t result in duplicates.
Can I use this integration to manage time-sensitive actions?
Certainly! You can configure time-based triggers so that certain actions, like updating a project status in Asana when a due date is approaching, initiate corresponding updates or alerts in Salesforce.
What kind of custom fields can be synchronized between Asana and Salesforce?
The integration supports many types of custom fields including text, number, and dropdown fields. It’s crucial to map these fields accurately during setup to ensure data consistency across both platforms.
Are there limitations on the number of tasks or records that can be synced daily?
The synchronization limits depend on your plan specifics. For most enterprise-level plans, there are high limits suitable for large operations, but it's always smart to check your current usage against those limits within our dashboard.
How do we secure data between Asana and Salesforce during integration?
We use OAuth for authentication and secure token exchange which ensures your data stays private and protected during all communication between Asana and Salesforce.
Practical ways you can use Asana and Salesforce
Track won deals in project management.
When an opportunity is marked as Closed - Won in Salesforce, Zapier creates a matching task in Asana. This workflow improves visibility into project-related actions after deals close, allowing business owners to align their operations seamlessly and ensure post-sale deliverables are met.
Business Owner
Sync Asana tasks with Salesforce records.
When a new task is added to Asana, Zapier can automatically create a Salesforce record, linking your project management with customer data systems. This automation ensures efficient tracking and management of tasks related to client records, improving accuracy and saving time during task follow-up.
ITShare new leads with marketing in Asana.
Whenever a new lead is created in Salesforce, Zapier automatically generates a task in Asana, ensuring your marketing team has actionable insights. This keeps the marketing team focused and ensures a prompt follow-up plan for incoming leads.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Workspace
- ProjectRequired
Try ItTriggerPolling- Workspace
- ProjectRequired
Try ItTriggerInstant- ProjectRequired
- Task
- Workspace
Try ItTriggerPolling- Workspace
- ProjectRequired
Try ItTriggerInstant
- Workspace
- ProjectRequired
Try ItTriggerInstant- Workspace
Try ItTriggerInstant- Workspace
- ProjectRequired
Try ItTriggerInstant- New Tag Created
Triggered when you create a new tag.
Try ItTriggerPolling
