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Asana + Salesforce

Asana + Salesforce

Asana + Salesforce integrations

Create tasks in Asana for every new lead in Salesforce

Maximize your efficiency and stay on top of your workflow with this Salesforce to Asana automation. When a new lead comes in through Salesforce, a new task will be immediately created in Asana. This seamless integration ensures you never miss a new lead and allows you to manage your tasks with improved accuracy and speed. Simplify your work process and enhance your productivity with this hassle-free, automated solution.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new Lead is created.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a new task in Asana with specified details.
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More things you can do with Salesforce and Asana

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

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Objects
      Required
    Trigger
    Polling
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    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    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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