Asana + Salesforce

Create Salesforce leads from new Asana tasks in projects

Efficiently manage your leads by connecting Asana and Salesforce with this seamless workflow. Whenever a new task is created in an Asana project, a lead will be generated in Salesforce, ensuring that your sales team stays updated and can promptly follow up on potential opportunities. This integration streamlines your lead management process, allowing you to focus on closing deals and growing your business.

When this happens...
New Task in Project
Triggered when you add a new task to a project.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead in Salesforce.
ActionWrite

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Supported triggers and actions

What does this mean?

- Workspace
- Project
Trigger
Scheduled
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- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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- ProjectRequired
- Task
- Workspace
Trigger
Scheduled
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- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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- Workspace / OrganizationRequired
Trigger
Scheduled
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- Workspace / Organization
Trigger
Scheduled
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- Task IDRequired
- WorkspaceRequired
- ProjectRequired
- SectionRequired
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
- Tag
- NameRequired
- Task Fields
Action
Write
- Workspace / OrganizationRequired
- ProjectRequired
- Section NameRequired
- Section to Insert After
- Section to Insert Before
Action
Write
- WorkspaceRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Write
- WorkspaceRequired
- ProjectRequired
- TaskRequired
- TextRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- WorkspaceRequired
- ProjectRequired
- Section NameRequired
Action
Search
- Task IDRequired
Action
Search
- Workspace
- Email Address or IDRequired
Action
Search
- ProjectRequired
- Task NameRequired
- WorkspaceRequired
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Search or write
- Task IDRequired
- WorkspaceRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Search or write
- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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- Workspace / Organization
Trigger
Scheduled
Try It
- ProjectRequired
- Workspace
Trigger
Scheduled
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New Tag Created
Triggered when you create a new tag.
Trigger
Scheduled
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- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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- WorkspaceRequired
- ProjectRequired
- Disclaimer
Trigger
Instant
Try It
New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Scheduled
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- ProjectRequired
- TaskRequired
- FileRequired
Action
Write
- Workspace or Organization
- Project TemplateRequired
- Project NameRequired
- Make Public?Required
Action
Write
- Parent Task IDRequired
- WorkspaceRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Write
- WorkspaceRequired
- Team
- NameRequired
- NotesRequired
Action
Write
- Task IDRequired
- Mark Task as complete?
- Mark Task as liked?
- Name
- Assignee
- Followers
- Tags
- Description
- Is the description rich text?
- Custom Field Info
- WorkspaceRequired
Action
Write
- Workspace
- NameRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
Action
Search
- Premium User Help Text
- WorkspaceRequired
- Projects (Any)
- Text
- Is Subtask?
- Is Completed?
- Sort By
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Resource Subtype
- Custom Fields Help Text
Action
Search
- WorkspaceRequired
- NameRequired
- Team
- NotesRequired
Action
Search or write
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search

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.

Learn more Help

Related categories

Project Management

Similar apps

Google Tasks

Google, Task Management

Todoist

Task Management

Toodledo

Task Management

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Asana + Salesforce

Create Salesforce leads from new Asana tasks in projects

Completed Task

Workspace

Project

New Comment on a Task

ProjectRequired

New Story

ProjectRequired

Task

Workspace

New Completed Subtask

WorkspaceRequired

ProjectRequired

New Attachment Added to Task

WorkspaceRequired

ProjectRequired

New Team

Workspace / OrganizationRequired

New User

Workspace / Organization

Add Task to Section of Project

Task IDRequired

WorkspaceRequired

ProjectRequired

SectionRequired

Position in Section

Before/After Task ID

Create Duplicate Task

Helptext

Workspace

Project

Tag

NameRequired

Task Fields

Create Section

Workspace / OrganizationRequired

ProjectRequired

Section NameRequired

Section to Insert After

Section to Insert Before

Create Task

WorkspaceRequired

Name

Description

Is the description rich text?

Mark Task as complete?

Mark Task as liked?

Assignee

Followers

Tags

Custom Field Info

Create Story

WorkspaceRequired

ProjectRequired

TaskRequired

TextRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Section in Project

WorkspaceRequired

ProjectRequired

Section NameRequired

Find Task by ID

Task IDRequired

Find User

Workspace

Email Address or IDRequired

Find or Create Task

ProjectRequired

Task NameRequired