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.
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.
Trusted by thousands of fast-scaling organizations around the globe
Automate your work. Build something new.
Just drag and drop apps to automate existing workflows or build new complex processes. Solve problems across all areas and teams.
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.
Connect any app with Asana and Salesforce
Popular Asana and Salesforce workflows.
Discover how Asana and Salesforce integration, via Make, simplifies task management, efficiency, and synchronization for effective teamwork and progress.
Create an Asana task from a new Salesforce opportunity
Use this template to create an Asana task when a new Salesforce opportunity is created.
TRY IT ->Create an Asana task from a new Salesforce task
Use this template to create an Asana task when a new Salesforce task is created.
TRY IT ->Create a Salesforce task from a new Asana task
Use this template to create a Salesforce task when a new Asana task is created.
TRY IT ->Send Conversion Events to LinkedIn Conversions API from Salesforce
Use this template to send offline conversion events from Salesforce to LinkedIn Ads. To properly configure the template, watch the how-to video [here](https://youtu.be/a3RWHu4xht4).
TRY IT ->Watch Asana project tasks and send data to your preferred application
Monitor Asana project tasks and automatically send task data to your preferred application using HTTP, streamlining task management and data integration.
TRY IT ->Create a new Google Sheets row for every new Asana task
Automatically log every new Asana task into Google Sheets. Keep track of tasks effortlessly by adding a new row for each task.
TRY IT ->Update Salesforce records using data from a custom webhook
Automatically update Salesforce records with data from a custom webhook, ensuring your CRM stays current with real-time information from external sources.
TRY IT ->List and update Salesforce records automatically
Automatically list and update Salesforce records with this template. Streamline your Salesforce data management by listing records and updating them effortlessly.
TRY IT ->Create Asana tasks from new rows in Google Sheets
Streamline your project management process by automatically creating tasks in Asana whenever a new row is added to your Google Sheets. This template ensures that important information captured in your spreadsheet is seamlessly transformed into actionable tasks, enhancing your team's productivity and organization. Perfect for tracking project updates, deadlines, or any other critical data, this integration allows you to focus on what matters most—getting work done efficiently.
TRY IT ->
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.
FAQ
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 500,000+ Makers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."