Asana + Salesforce
Create Salesforce records from new Asana tasks efficiently
When a new task arrives in Asana, this workflow instantly creates a corresponding record in Salesforce. This seamless process ensures that all your team activities in Asana are promptly reflected in your Salesforce records, offering streamlined operations and enhanced productivity. Stay organized and informed by uniting your project management and CRM tools into a single automated process.
When a new task arrives in Asana, this workflow instantly creates a corresponding record in Salesforce. This seamless process ensures that all your team activities in Asana are promptly reflected in your Salesforce records, offering streamlined operations and enhanced productivity. Stay organized and informed by uniting your project management and CRM tools into a single automated process.
- When this happens...New Task
Triggered when a Task is added to a Project.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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