Connect Asana and Salesforce integrations
Supercharge your business efficiency by integrating Asana and Salesforce; automatically sync projects and insights to reduce errors, save time, and elevate productivity.
Checks whether new tasks have been completed.
Checks whether new projects have been made.
Checks whether new (task) stories have been made.
Checks whether new subtasks have been made.
Checks whether new tags have been made.
Checks whether new tasks have been made.
Checks whether new tasks or subtasks have been made.
Watches webhook events.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Performs an arbitrary authorized API call.
Performs an arbitrary authorized API call, with a personalized base URL.
Posts a message to a chatter feed.
Updates an existing record in an object.
Upserts a record.
Retrieves all bulk data jobs in the organization.
Lists or searches for records in an object using filter or SOQL query.
Searches for records in an object using SOSL query.
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Build your Asana and Salesforce integrations.
Use the power of integrating Asana as a trigger and Salesforce as an action to improve your business operations. Automatically sync tasks and projects from Asana to Salesforce, ensuring customer interactions are informed by the latest project status. Transfer critical insights from Salesforce into Asana, enabling project teams to act on valuable information. This integration eliminates manual data entry, reduces errors, and saves time, ultimately boosting productivity. Harness the strengths of these applications to transform your business processes.
Adds the specified list of users as members of the portfolio.
Adds a comment to a task.
Adds a task to a project or section at a specific location.
Adds a user to a team.
Creates an enumeration option for a custom field.
Completes or aborts a job.
Creates a (workspace) custom field.
Creates a new bulk data job.
Creates a portfolio.
Popular Asana and Salesforce workflows.
Discover how Asana and Salesforce integration, via Make, simplifies task management, efficiency, and synchronization for effective teamwork and progress.
How to setup Asana and Salesforce in 5 easy steps
Log into Make
Begin by logging into your Make account to manage your app connections.
Connect Asana account
Access and prepare your Asana account on Make for the connection.
Link Asana
Follow the prompt to enter your Asana login details and confirm the connection.
Add Salesforce to Make
Add Salesforce to your Make scenario for setup.
Establish Salesforce connection
Finalize the Salesforce setup by crafting a connection and securing your settings.
Efficiency gains: integrate Asana and Salesforce for task management
Integrate Asana and Salesforce to automate task creation, improve workflow efficiency, and ensure timely opportunity follow-ups. Enhance communication and task tracking across teams with effective synchronization.
Automatically create tasks in Asana from new Salesforce opportunities, ensuring no task is overlooked.
Keep workflows on track by mirroring tasks between Asana and Salesforce without manual intervention.
Quickly access and manage tasks in both platforms to maintain consistent progress across teams.
Ensure timely follow-ups with automatic Asana task creation for new opportunities in Salesforce.
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