Create Asana tasks for new Salesforce leads
When this happensStep 1: New Lead
Then do thisStep 2: Create Task
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.
*Note: This Zapier integration will not create Asana tasks for existing Salesforce leads in your account, only new leads created after you've set it up.
How It Works
- A new lead is created in Salesforce
- Zapier creates a new Asana task with the lead information
What You Need
- A Salesforce account
- An Asana account