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Asana
Salesforce

Connect Asana and Salesforce integrations

Discover how Asana and Salesforce integration, via Make, simplifies task management, efficiency, and synchronization for effective teamwork and progress.

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Create a custom workflow

Supercharge your business efficiency by integrating Asana and Salesforce; automatically sync projects and insights to reduce errors, save time, and elevate productivity.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Asana
Trigger: Watch Completed Tasks
Salesforce
Action: Select an action
1. Select a trigger

  • 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.

2. Select an action

  • Creates multiple records.

  • Creates a new record in an object.

  • Creates a new record or updates an existing one if a matching record is found.

  • Deletes a record.

  • Downloads an attachment or a document.

  • Returns information about a specific record by its record ID.

  • Retrieves the records of a bulk data ingest job. If the job has not finished yet, returns the live job state with empty results.

  • Sends a custom API call to Salesforce. You can use this to call endpoints that aren't covered by existing modules.

  • Sends a custom API call to Salesforce with a custom base URL. You can use this to call endpoints that aren't covered by existing modules.

  • Posts a message to a Chatter feed.

  • Updates an existing record in an object.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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.

Add a Story Comment
Adds a comment to a task.
Action
Add a Task to a Project
Adds a task to a project or section at a specific location.
Action
Add a User to a Team
Adds a user to a team.
Action
Add an Option to a Custom Field
Creates an enumeration option for a custom field.
Action
Add Users to a Portfolio
Adds the specified list of users as members of the portfolio.
Action
Bulk create records (advanced)
Creates multiple records.
Action
Create a Custom Field
Creates a (workspace) custom field.
Action
Create a Portfolio
Creates a portfolio.
Action
Create a Project
Creates a project.
Action
Load more

How to set up Asana and Salesforce in 5 easy steps

Date

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Duration

Step 1

Log into Make

Begin by logging into your Make account to manage your app connections.

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Duration

Step 2

Connect Asana account

Access and prepare your Asana account on Make for the connection.

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Duration

Step 3

Link Asana

Follow the prompt to enter your Asana login details and confirm the connection.

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Duration

Step 4

Add Salesforce to Make

Add Salesforce to your Make scenario for setup.

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Duration

Step 5

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.

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Duration

Streamlined task management

Automatically create tasks in Asana from new Salesforce opportunities, ensuring no task is overlooked.

Date

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Duration

Improved workflow efficiency

Keep workflows on track by mirroring tasks between Asana and Salesforce without manual intervention.

Date

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Duration

Centralized task tracking

Quickly access and manage tasks in both platforms to maintain consistent progress across teams.

Date

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Duration

Better opportunity follow-ups

Ensure timely follow-ups with automatic Asana task creation for new opportunities in Salesforce.

Popular Asana and Salesforce workflows

Connect Asana and Salesforce with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Create an Asana task from a new Salesforce opportunity

Use this template to create an Asana task when a new Salesforce opportunity is created.

Create an Asana task from a new Salesforce opportunity
Use template
App Families

Create an Asana task from a new Salesforce task

Use this template to create an Asana task when a new Salesforce task is created.

Create an Asana task from a new Salesforce task
Use template
App Families

Create a Salesforce task from a new Asana task

Use this template to create a Salesforce task when a new Asana task is created.

Create a Salesforce task from a new Asana task
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Asana with Salesforce through Make allows you to automate workflows and improve collaboration between project management and customer relationship management. You can synchronize tasks and projects in Asana with Salesforce records, ensuring your sales and project teams have the most up-to-date information, leading to better productivity and efficiency.

Setting up the integration between Asana and Salesforce on Make is designed to be user-friendly with a drag-and-drop interface. Even without extensive technical skills, users can easily create and customize workflows to suit their business needs, overcoming traditional integration challenges.

Yes, Make allows for extensive customization of workflows between Asana and Salesforce. Users can define triggers and actions, enabling tailored automation solutions that meet specific business processes, helping to streamline operations and improve the coordination between teams.

Make stands out for its ease of use, flexibility, and powerful automation capabilities. It offers a visual platform that simplifies creating complex workflows without the need for coding. By choosing Make, users gain the ability to integrate Asana and Salesforce, optimize workflows, and reduce manual tasks, all while ensuring data consistency and improving team collaboration.