Asana + Salesforce Integration

Integrate Asana to Salesforce in one click, or tell Integrately AI how you want each task handled. Create contacts, update leads, sync project milestones, and trigger follow-ups automatically.

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1.
  • Asana
    Tag is added to task in Asana
  • Asana
    Task is created in Asana
  • Asana
    Task is created in project in Asana
  • Asana
    Task is completed in Asana
  • Asana
    Task is updated in project in Asana
  • Asana
    Subtask is added in Asana
  • Asana
    Task is updated in Asana
  • Asana
    Project is created in Asana
  • Asana
    Stories is added on task in Asana
  • Asana
    Team is created in Asana
  • Asana
    Tag is created in Asana
  • Asana
    User is created in Asana
  • Asana
    Workspace/Organization is created in Asana
  • Asana
    Particular task field is updated in Asana Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • Asana
    Create task in Asana
  • Asana
    Update task in Asana
  • Asana
    Search task in Asana
  • Asana
    Get Task by ID in Asana
  • Asana
    Duplicate a task in Asana
  • Asana
    Search task in project in Asana
  • Asana
    Add comment to task in Asana
  • Asana
    Create subtask in Asana
  • Asana
    Add task to section of project in Asana
  • Asana
    Add task to project in Asana
  • Asana
    Add tag to task in Asana
  • Asana
    Remove project from task in Asana
  • Asana
    Add user to team in Asana
  • Asana
    Create project section in Asana
  • Asana
    Remove user from team in Asana
  • Asana
    Update project in Asana
  • Asana
    Move project section in Asana
  • Asana
    Create project status in Asana
  • Asana
    Update tag in Asana
  • Asana
    Set task dependencies in Asana
  • Asana
    Set task dependents in Asana
  • Asana
    Add followers to task in Asana
  • Asana
    Set the parent of task in Asana
  • Asana
    Attach file in Asana
  • Asana
    Search project in Asana
  • Asana
    Duplicate a project in Asana
  • Asana
    Create project from template in Asana
  • Asana
    Search user in Asana
  • Asana
    Create tag in Asana
  • Asana
    Search tag in Asana
  • Asana
    Create a time tracking entry for task in Asana
  • Asana
    Create a story in Asana
  • Asana
    Get task comments by task Id in Asana
  • Asana
    Get attachment by ID in Asana
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Asana + Salesforce Integration

Create records from new tasks, update lead statuses, log completed milestones, alert your sales team, and sync account details, all in just one click.

Most popular automationsmost-popular-automations
Asana + Salesforce Integration

Create Salesforce record for new Asana task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using Asana and Salesforce. By linking these two applications, you can ensure that every task is automatically recorded in the Salesforce, making it easier to track and manage.
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Salesforce + Asana Integration

Create Asana task for new Salesforce record

As any project manager knows, tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in Asana is to use this Salesforce - Asana integration. Using this integration, you can create a new task in Asana that will be automatically populated with data from a new record in a Salesforce.

This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
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Salesforce + Asana Integration

Create Asana task for new Salesforce task

Salesforce provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Salesforce. Asana is a great tool for this.

All you need to do is - integrate Asana with Salesforce to create task in Asana automatically when certain task occur in Salesforce. This can save you time by not having to manually create tasks in both systems.
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Salesforce + Asana Integration

Create Asana task for new Salesforce opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Asana to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Salesforce? Well now there is!

With our integration between Salesforce and Asana, creating task in Asana is now easier than ever. Whenever a opportunity is created in Salesforce, you can automatically create a corresponding task in Asana to keep your team up-to-date.
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Salesforce + Asana Integration

Create Asana task for new Salesforce contact

Salesforce and Asana are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Salesforce, do you also create a task in Asana? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Asana + Salesforce flow

Connect your task management and CRM data to communication channels, issue trackers, and marketing tools for complete workflow visibility. Pick a combination and activate it in one click.

Asana
Salesforce
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SlackSlack (8)
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Jira Software CloudJira Software Cloud (8)
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HubSpotHubSpot (8)
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GmailGmail (8)
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Google DriveGoogle Drive (8)
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ZendeskZendesk (8)
A
S
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Add every new Asana task to Salesforce, and notify your team instantly in Slack
New Asana tasks appear in Salesforce immediately while your team receives an instant notification in Slack, keeping your CRM and project boards fully aligned.
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A
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Create an Asana task for every new Salesforce lead, and alert your sales channel in Slack
Salesforce leads automatically generate corresponding tasks in Asana so your execution team can start working immediately, with a notification sent to Slack.
S
A
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When a Salesforce opportunity is updated, update the matching Asana task and post the change in Slack
Salesforce opportunity updates automatically push changes to your Asana tasks and notify your team in Slack.
A
S
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Create a Salesforce task for every Asana subtask added, and confirm it in Slack
New Asana subtasks generate tracking tasks in Salesforce automatically, with a confirmation posted to Slack.
S
A
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If a new Salesforce lead is enterprise tier, create a priority Asana project and alert management in Slack
Enterprise leads in Salesforce automatically trigger high-priority projects in Asana while alerting leadership in Slack.
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A
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When a Salesforce opportunity is won, update the Asana project and post the revenue milestone in Slack
Won Salesforce opportunities automatically update Asana project milestones and announce the win in Slack.
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C
A
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Use Claude to summarise every new Salesforce lead description, create an Asana task, and post the brief in Slack
Claude extracts key details from Salesforce lead notes to create a structured Asana task and post a summary in Slack.
S
A
H
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Turn every closed Salesforce deal into an Asana project record, create a HubSpot contact, and announce it in Slack
Closed Salesforce deals automatically spin up Asana projects, log contacts in HubSpot, and announce the setup in Slack.

Supported triggers and actions for Asana and Salesforce

Mix and match to build the exact automation you need

Asana
Asana Triggers & Actions
Tag is added to task in Asana
Triggers the automation when a tag is added
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Task is created in Asana
Triggers the automation when a new task is created
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Task is created in project in Asana
Triggers the automation when a new task is created in a project
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Task is completed in Asana
Triggers the automation when any task is completed
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Task is updated in project in Asana
Triggers the automation when a task is updated in the project
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Subtask is added in Asana
Triggers the automation when a subtask is added
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Task is updated in Asana
Triggers the automation when any task is updated
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Project is created in Asana
Triggers the automation when a new project is created
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Stories is added on task in Asana
Triggers the automation when a story is added to a task
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Team is created in Asana
Triggers the automation when a new team is created
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Tag is created in Asana
Triggers the automation when a tag is added
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User is created in Asana
Triggers the automation when a new user is created
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Workspace/Organization is created in Asana
Triggers the automation when a new workspace or organization is created
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Instant
Particular task field is updated in Asana
Triggers the automation when a task field is updated
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Create task in Asana
Creates a new task
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Update task in Asana
Updates the task with new information or changes
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Search task in Asana
Searches for a task
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Get Task by ID in Asana
Retrieves a task using its id
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Duplicate a task in Asana
Duplicates a task with the same details and assignments
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Search task in project in Asana
Searches for a task in a project
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Add comment to task in Asana
Adds a comment to a task
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Create subtask in Asana
Creates a subtask within a parent task
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Add task to section of project in Asana
Adds a new task to a section within a particular project
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Add task to project in Asana
Adds a task to a project
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Add tag to task in Asana
Adds a tag to a task based on particular criteria
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Remove project from task in Asana
Disassociates a project from a task
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Add user to team in Asana
Adds a user to a designated team
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Create project section in Asana
Generates a new section for projects
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Remove user from team in Asana
Removes a user from a particular team
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Update project in Asana
Updates project information
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Move project section in Asana
Reorganize project sections to new locations within the project
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Create project status in Asana
Generates and updates project status reports
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Update tag in Asana
Updates tags for particular items within a database
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Set task dependencies in Asana
Sets task dependencies
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Set task dependents in Asana
Sets task dependents
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Add followers to task in Asana
Assigns followers to a task for collaborative tracking and updates
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Set the parent of task in Asana
Sets the parent of a task
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Attach file in Asana
Uploads and save the selected file to a task
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Search project in Asana
Searches for a project
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Duplicate a project in Asana
Creates a copy of a project
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Create project from template in Asana
Generates a new project based on a pre-defined template
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Search user in Asana
Searches for a user
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Create tag in Asana
Generates a new tag
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Search tag in Asana
Searches for a tag
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Create a time tracking entry for task in Asana
Logs a new time tracking entry for a task
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Create a story in Asana
Generates a unique story based on user input
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Get task comments by task Id in Asana
Retrieve all comments associated with a task based on its task id
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Get attachment by ID in Asana
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Asana + Salesforce?

Streamline your workflows by automating task creation, CRM syncs, status updates, and cross-team notifications in a single click.

What you can automate?
🔄
Create Salesforce records from new Asana tasks automatically
Whenever a new task is created in Asana, a corresponding record is automatically generated in Salesforce. Your sales and project teams stay perfectly aligned without lifting a finger.
📝
Capture every task detail and custom field
Map all available task descriptions, dates, and assignees directly into your CRM records. Your Salesforce database retains full context from every Asana board.
🔔
Notify your team instantly in chat channels
Trigger instant team notifications whenever a task is completed or a record updates. Everyone stays informed without manual check-ins.
🔀
Route workflows based on specific task or lead fields
Branch your automation paths when a lead is marked enterprise or a task priority is urgent. Different tiers trigger tailored actions automatically.
🔄
Keep records synchronized as statuses change
When a Salesforce opportunity updates or an Asana task changes status, both platforms reflect the new state instantly. Eliminate outdated information across systems.
🛡️
Prevent duplicates with smart record updates
Search for existing records before creating new ones in Salesforce or Asana. Keep your databases clean by updating existing entries instead of spawning duplicates.
🏁
Manage closed deals and completed project milestones
Handle lifecycle events like won opportunities or completed project phases. Trigger downstream invoicing, archiving, or client follow-ups effortlessly.
💬
Extend your workflow to Slack and communication tools
Connect your core Asana and Salesforce flow to Slack or other tools to broadcast updates and keep external stakeholders informed in real time.
And much more...

Who is Asana + Salesforce integration for?

Project managers and sales leaders depend on this integration to eliminate manual data entry, ensuring project boards and customer relationship records stay perfectly aligned without friction.

Data analysts and operations leads
Data analysts and operations leads
Customer success managers
Customer success managers
Agency account directors
Agency account directors
Sales operations teams
Sales operations teams
Project delivery managers
Project delivery managers
Finance and audit teams
Finance and audit teams
📊
Data analysts and operations leads
You're reviewing pipeline metrics and project status reports pulled from scattered spreadsheets, but your CRM data only updates when someone manually exports records, so the metrics you're presenting are always hours behind — automating both apps means every task and record syncs instantly and your reports stay current.
Customer success managers
You need to respond immediately when a client account changes tier, but you find out about closed deals long after onboarding has started, so your kickoff is always delayed — connecting these apps means every new opportunity instantly triggers your project setup and your team moves fast.
🤝
Agency account directors
You're answering client questions about project progress while your sales team closes new deals in a separate system, so your status updates never match reality — automating both apps means task completions and CRM updates happen together and your client reports remain accurate.
📈
Sales operations teams
You're managing hundreds of inbound leads and project tasks every week, but manual data entry causes missed handoffs between sales and delivery, so leads slip through the cracks — this integration means every record and task transfers automatically without manual effort.
🎯
Project delivery managers
You're waiting for sales reps to manually notify you when a deal closes before you can build project boards, so your delivery timeline is constantly stalled — automating both apps means every won deal immediately opens your project tasks and your workflow starts right away.
📋
Finance and audit teams
You're auditing completed project milestones against CRM deal records, but manual record-keeping leaves missing links and audit gaps, so reconciliation takes days — connecting these apps means every update is logged reliably and your historical data has zero gaps.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Asana + Salesforce

Build and manage your Asana + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Asana + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Asana to Salesforce?
Frequently Asked Questions
You can connect Asana to Salesforce instantly using ready-made flows or by using Integrately AI. With 1-click setup, you can also link apps like Slack, HubSpot, and Gmail effortlessly.
Can I automatically create Salesforce records from new Asana tasks?
Frequently Asked Questions
Can I connect Asana, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Asana and Salesforce?
Frequently Asked Questions
How are Asana task updates synced with Salesforce records?
Frequently Asked Questions
Can I trigger Asana tasks when new Salesforce leads are created?
Frequently Asked Questions
How do I set up multi-step Asana and Salesforce automations without coding?
Frequently Asked Questions
Is the Asana and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Asana or Salesforce With 1500+ Other Apps

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Salesforce
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Sync Salesforce with email marketing, billing, and support platforms to keep customer data connected across your stack.