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Asana + Salesforce

Update Salesforce leads when Asana tasks in project change

Keep your sales team in the loop with this efficient workflow between Asana and Salesforce. When a task is updated in your Asana project, a new lead is created in Salesforce, ensuring seamless collaboration between your project management and sales departments. Stay up-to-date on potential clients and never miss an opportunity to convert leads into customers.

Keep your sales team in the loop with this efficient workflow between Asana and Salesforce. When a task is updated in your Asana project, a new lead is created in Salesforce, ensuring seamless collaboration between your project management and sales departments. Stay up-to-date on potential clients and never miss an opportunity to convert leads into customers.

  1. When this happens...
    AsanaAsana
    Updated Task in Project

    Triggered when a task in a project is updated.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
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    • Workspace / Organization

    Trigger
    Scheduled
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    • ProjectRequired

    • Workspace

    Trigger
    Scheduled
    Try It
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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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Related categories

  • Project Management

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