Skip to content
Asana logoAsana logo
Salesforce logoSalesforce logo
Asana logoAsana logo
Salesforce logoSalesforce logo

Asana + Salesforce

Asana + Salesforce

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.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a new task in Asana with specified details.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Salesforce and Asana

Discover other triggers and actions you can use with Salesforce and Asana

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
    Try It
    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Objects
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
asana logo
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.
Related categories
Similar apps
Google Tasks integrationsGoogle Tasks integrations
Google Tasks
Google, Task Management
Todoist integrationsTodoist integrations
Todoist
Task Management
Toodledo integrationsToodledo integrations
Toodledo
Task Management
salesforce logo
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates