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

Salesforce

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.

Asana (1.20.1)

Derek Georg

When a checkbox is marked "true" on a Salesforce Opportunity (automated by conditional logic using Salesforce Flow), Zapier will create a new task in Asana with attributes from the Opportunity, creating an automated handoff from the Business Development to the Marketing department.

Add a task to an Asana project when a Salesforce Opportunity field is updated.

“When a checkbox is marked "true" on a Salesforce Opportunity (automated by conditional logic using Salesforce Flow), Zapier will create a new task in Asana with attributes from the Opportunity, creating an automated handoff from the Business Development to the Marketing department.”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime an updated field on record is created in Salesforce

Create task in Asana

This Zap uses the following 2 apps

Salesforce

Asana (1.20.1)

Salesforce + Asana (1.20.1)