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  • Asana logoAsana logo

Salesforce + Asana Integrations

How to connect Salesforce + Asana

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  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Field on Record
    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Record
    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Add Contact to Campaign
    Adds an existing contact to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Add Lead to Campaign
    Adds an existing lead to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Attachment
    Creates a new attachment (max 25MB).
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Contact
    Creates a new contact in Salesforce.
    Action
    Write
  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

  • Asana

    Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.

    Scheduled

    Trigger

  • Asana

    Triggered when you add a new project.

    Scheduled

    Trigger

  • Asana

    Triggered when you add a new story.

    Scheduled

    Trigger

  • Asana

    Triggered when you add a new subtask.

    Scheduled

    Trigger

  • Asana

    Triggered when you create a new tag.

    Scheduled

    Trigger

  • Asana

    Triggered when you add a new task to a project.

    Instant

    Trigger

  • Asana

    Triggered when you add a tag to a task.

    Scheduled

    Trigger

  • Asana

    Triggered when you add a new team.

    Scheduled

    Trigger

  • Asana

    Triggered when a task in a project is updated.

    Instant

    Trigger

  • Asana

    Triggered when you add a new user.

    Scheduled

    Trigger

  • Asana

    Triggered when you add a new workspace/organization.

    Scheduled

    Trigger

  • Asana

    Attaches a File to a task.

    Scheduled

    Action

  • Asana

    Adds a subtask to an existing task.

    Scheduled

    Action

  • Asana

    Adds a new project.

    Scheduled

    Action

  • Asana

    Adds a new story (a comment is a story).

    Scheduled

    Action

  • Asana

    Adds a new task.

    Scheduled

    Action

  • Asana

    Adds a task to a section of a project.

    Scheduled

    Action

  • Asana

    Updates an existing Task.

    Scheduled

    Action

  • Asana

    Finds an existing project.

    Scheduled

    Action

  • Asana

    Finds an existing section within a workspace project.

    Scheduled

    Action

  • Asana

    Finds an existing task within a workspace project(s).

    Scheduled

    Action

  • Asana

    Finds an existing task by its ID.

    Scheduled

    Action

  • Asana

    Finds an existing user of your Asana account.

    Scheduled

    Action

  • Asana

    Find or Create Project

    Scheduled

    Action

  • Asana

    Find or Create Task

    Scheduled

    Action

  • Asana

    Find or Create Task

    Scheduled

    Action

  • Asana

    Find or Create Task

    Scheduled

    Action

How Salesforce + Asana Integrations Work

  1. Step 1: Authenticate Salesforce and Asana.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Asana Tutorials

salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more
asana logo
asana logo

About Asana

Asana is a collaborative information manager for workspace. It helps you organize people and tasks effectively.
Learn more

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