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Asana + Salesforce

Asana + Salesforce

Asana + Salesforce integrations

Create tasks in Asana for updated records in Salesforce

Streamline your workflow between Salesforce and Asana with this efficient automation. When a record field gets updated in Salesforce, a corresponding task is instantly created in Asana, effectively speeding up your sales operations. This workflow keeps your team up-to-date with any changes in Salesforce, ensuring timely responses to shifting projects and priorities. Embrace this seamless integration to maintain order and pace in your daily activities.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers 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.).
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a new task in Asana with specified details.
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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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