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Asana + Salesforce

Asana + Salesforce

Asana + Salesforce integrations

Create Asana projects for new Zoho CRM contacts

Streamline your workflow with this automation that engages as soon as a task is completed in Asana. It will promptly update the record in Salesforce, ensuring that your task outcomes are appropriately reflected and recorded. This is a reliable way to maintain seamless communication between your project management and customer relationship platforms. Keep your records consistently updated without having to manually transfer data between the apps.

  1. When this happens...
    Completed Task
    Completed Task
    Completed TaskTriggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
  2. automatically do this!
    Update Record
    Update Record
    Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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More things you can do with Asana and Salesforce

Discover other triggers and actions you can use with Asana and Salesforce

    • Workspace
    • Project
    Trigger
    Polling
    Try It
    • Workspace
      Required
    • Project
      Required
    Trigger
    Instant
    Try It
    • Project
      Required
    • Task
    • Workspace
    Trigger
    Polling
    Try It
    • Workspace
      Required
    • Project
      Required
    Trigger
    Instant
    Try It
    • Workspace
      Required
    • Project
      Required
    Trigger
    Instant
    Try It
    • Workspace
      Required
    Trigger
    Instant
    Try It
    • Workspace
      Required
    • Project
      Required
    Trigger
    Instant
    Try It
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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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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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