Asana + Salesforce Essentials
Create Asana tasks from new tasks in Salesforce Essentials
Connect your workflows seamlessly and easily when you set up this integration. It automatically adds a task in your Asana account as soon as a new Salesforce Essentials task is generated, making sure you stay on top of your to-do list, no matter what platform you're using.
Connect your workflows seamlessly and easily when you set up this integration. It automatically adds a task in your Asana account as soon as a new Salesforce Essentials task is generated, making sure you stay on top of your to-do list, no matter what platform you're using.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.
- automatically do this!Create Task
Adds a new task.
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About Asana
Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
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Task ManagementAbout Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
