Asana + Salesforce
Create tasks in Asana for each new record in Salesforce
Stay on top of new data in Salesforce by creating a seamless link to your Asana projects with this workflow. Once set up, each time there's a new record in Salesforce, a task will be added to a specific section in your Asana Project. A simple, effective way to keep your projects aligned with your sales data, ensuring nothing slips through the cracks.
Stay on top of new data in Salesforce by creating a seamless link to your Asana projects with this workflow. Once set up, each time there's a new record in Salesforce, a task will be added to a specific section in your Asana Project. A simple, effective way to keep your projects aligned with your sales data, ensuring nothing slips through the cracks.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Add Task to Section of Project
Adds a task to a section of a project.
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