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Asana + Salesforce

Asana + Salesforce

Asana + Salesforce integrations

Move tasks to section in Asana and create new leads in Salesforce

Easily streamline your task management with this simple yet powerful workflow. When a task is moved to a section in Asana, a corresponding lead is created in Salesforce. This ensures your leads are always up-to-date, enhancing your CRM efficiency and saving you valuable time. Perfect for businesses looking to optimize their sales process and task management.

  1. When this happens...
    Task Moved to Section
    Task Moved to Section
    Task Moved to SectionTriggers when a Task is moved to a section.
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a new lead in Salesforce.
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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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salesforce logo
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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