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Asana + Salesforce

Create Salesforce records for new Asana project tasks

With this workflow, you can streamline and enhance project management in your business. Whenever a new task is added in the Asana app, a corresponding record is immediately created in Salesforce. This not only saves time but also eliminates the need for manual data entry and ensures that all your project details align across your productivity and customer relationship management platforms.

With this workflow, you can streamline and enhance project management in your business. Whenever a new task is added in the Asana app, a corresponding record is immediately created in Salesforce. This not only saves time but also eliminates the need for manual data entry and ensures that all your project details align across your productivity and customer relationship management platforms.

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

    Triggered when you add a new task to a project.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    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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