Asana + Salesforce integrations
Create tasks in Asana from new records in Salesforce
This workflow initiates when a new record is added in Salesforce, prompting a task to be created in Asana. It's an efficient solution to ensure every update in Salesforce translates into actionable tasks in Asana, streamlining your project management. The automation saves you time and reduces the chance of missing any crucial updates, ensuring a smooth operation between your sales and project teams.
- When this happens...New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create TaskCreates a new task in Asana with specified details.
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More things you can do with Salesforce and Asana
Discover other triggers and actions you can use with Salesforce and Asana
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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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Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
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- Create tasks in Asana for new Salesforce records
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- Update tasks in Asana when records are updated in Salesforce
- Create Salesforce records from new Asana tasks efficiently
- Create new Asana tasks from updated records in Salesforce
- Create tasks in Asana for every new lead in Salesforce
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- Create comments/stories in Asana for new contacts in Salesforce
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- Create Asana tasks from updated Salesforce deals and notify in Slack
- Create Salesforce records from new Asana projects
- Move tasks to section in Asana and create new leads in Salesforce







