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Asana + Salesforce

Create Asana tasks for new Salesforce leads

Using Salesforce to manage your CRM contacts, while managing your team tasks in Asana? Keep the two working together by letting Zapier automatically create Asana tasks for new leads created in Salesforce. Once this Salesforce to Asana integration has been set up, all new Salesforce tasks created from that point forward will create an Asana task for your team.

Using Salesforce to manage your CRM contacts, while managing your team tasks in Asana? Keep the two working together by letting Zapier automatically create Asana tasks for new leads created in Salesforce. Once this Salesforce to Asana integration has been set up, all new Salesforce tasks created from that point forward will create an Asana task for your team.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    AsanaAsana
    Create Task

    Adds a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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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  • Project Management

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Salesforce is a leading enterprise customer relationship manager (CRM) application.

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