Asana Salesforce Integration - Quick Connect

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Quickly connect Asana to Salesforce with a Zapier template.

Our most popular template

Add new Salesforce tasks to Asana
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Salesforce + Asana
Update Salesforce records when tasks in Asana projects are updated
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Asana + Salesforce
Create Asana tasks for new Salesforce leads
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Salesforce + Asana
Attach files in Asana for new Typeform entries
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Salesforce + Asana
Create new Asana projects from templates whenever Salesforce records are updated
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Salesforce + Asana
Create Salesforce leads from new Asana tasks in projects
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Asana + Salesforce

Add new Salesforce tasks to Asana

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Salesforce + Asana

Update Salesforce records when tasks in Asana projects are updated

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Asana + Salesforce

Create Asana tasks for new Salesforce leads

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Salesforce + Asana

Attach files in Asana for new Typeform entries

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Salesforce + Asana

Create new Asana projects from templates whenever Salesforce records are updated

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Salesforce + Asana

Create Salesforce leads from new Asana tasks in projects

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Asana + Salesforce

Organize new QuickBooks Online vendors by creating folders in Google Drive
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Asana + Salesforce
Add completed Asana tasks to Salesforce campaigns as new leads
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Asana + Salesforce

How Zapier works

Zapier makes it easy to integrate Asana with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Asana

A trigger is an event that starts your Zap and runs the workflow. For example, with Asana, a trigger could be "Completed Task."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Asana to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Asana to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Asana + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Asana and Salesforce

Can I create a task in Asana whenever a new record is added in Salesforce?

Yes, you can set up a trigger to create a new task in Asana every time a new record is added in Salesforce. You’ll need to specify the particular fields or custom objects that should prompt this task creation.

Is it possible to update Salesforce records based on Asana task completions?

Indeed, our integration allows you to update existing records in Salesforce when an Asana task is marked as complete. This requires configuring an action within the integration settings where task completion triggers specific field updates in Salesforce.

How do I handle duplicate records when integrating Asana and Salesforce?

Handling duplicate records involves setting up filters within the integration that check for existing entries before creating new ones. This ensures that actions such as creating tasks or updating records don’t result in duplicates.

Can I use this integration to manage time-sensitive actions?

Certainly! You can configure time-based triggers so that certain actions, like updating a project status in Asana when a due date is approaching, initiate corresponding updates or alerts in Salesforce.

What kind of custom fields can be synchronized between Asana and Salesforce?

The integration supports many types of custom fields including text, number, and dropdown fields. It’s crucial to map these fields accurately during setup to ensure data consistency across both platforms.

Are there limitations on the number of tasks or records that can be synced daily?

The synchronization limits depend on your plan specifics. For most enterprise-level plans, there are high limits suitable for large operations, but it's always smart to check your current usage against those limits within our dashboard.

How do we secure data between Asana and Salesforce during integration?

We use OAuth for authentication and secure token exchange which ensures your data stays private and protected during all communication between Asana and Salesforce.

Connect Asana and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Practical ways you can use Asana and Salesforce

Track new Salesforce leads in Asana

When a new lead is created in Salesforce, Zapier creates a corresponding task in Asana. This ensures that every potential customer is tracked and followed up promptly, improving lead conversion rates and keeping the sales process smooth.

Business owner

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Link Salesforce updates to Asana tasks

When a field on a Salesforce record is updated, Zapier updates the related task in Asana. This maintains consistency between customer records and support tasks, reducing manual entry errors and response time.

Customer support ops

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Sync completed Asana tasks to Salesforce records

When a task is completed in Asana, Zapier updates the corresponding record in Salesforce. This helps data teams analyze which projects are progressing well and identify any bottlenecks based on real-time task completion data.

Data science

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Capture new opportunities from Asana projects

When a new project starts in Asana, Zapier creates an opportunity record in Salesforce. The sales operations team can then track potential revenue from ongoing projects without manual data entry.

Sales ops

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Create Asana tasks for new Salesforce records

When a new record (e.g., Contact, Lead) is created in Salesforce, Zapier creates an associated task in Asana. Project managers can then ensure each stakeholder or detail is accounted for within their project plans.

Project management

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
- Project
  Required
Trigger
Scheduled
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- Workspace
- Project
  Required
Trigger
Instant
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- Project
  Required
- Task
- Workspace
Trigger
Scheduled
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- Workspace
- Project
  Required
Trigger
Instant
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- Workspace
- Project
  Required
Trigger
Instant
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- Workspace
- Project
  Required
Trigger
Instant
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- Workspace
- Project
  Required
- Fields
- Disclaimer
Trigger
Instant
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New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Scheduled
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- Project
  Required
- Task
- File
  Required
Action
Write
- Workspace
- Project Template
  Required
- Name
  Required
- Privacy Setting
Action
Write
- Task ID
  Required
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Copy
- Workspace
- Project
  Required
- Task Template
  Required
- Name
  Required
Action
Write
- Workspace
- Project
  Required
- Task
- Text
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Workspace
- Project
  Required
- Name
  Required
Action
Search
- Task ID
  Required
Action
Search
- Email Address or ID
  Required
Action
Search
- Workspace
- Project
  Required
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

- Workspace
- Project
  Required
Trigger
Instant
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- Workspace
Trigger
Instant
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- Workspace
- Project
  Required
Trigger
Instant
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New Tag Created
Triggered when you create a new tag.
Trigger
Scheduled
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- Workspace
- Project
  Required
- Section
  Required
Trigger
Instant
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- Workspace
Trigger
Scheduled
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- Workspace
Trigger
Scheduled
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- Task ID
  Required
- Workspace
- Project
  Required
- Section
  Required
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
  Required
- Tag
- Name
  Required
- Fields
Action
Write
- Workspace
- Project
  Required
- Name
  Required
- Section to Insert After
- Section to Insert Before
Action
Write
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Workspace
- Team
- Name
  Required
- Notes
Action
Write
- Task ID
  Required
- Mark Task as complete?
- Mark Task as liked?
- Name
  Required
- Assignee
- Followers
- Tags
- Notes
- Is the description rich text?
- Custom_field_info
- Workspace
Action
Write
- Workspace
- Name
  Required
Action
Search
- Workspace
- Project
  Required
- Name
  Required
Action
Search
- Premium_user_help_text
- Workspace
- Project
  Required
- Text
  Required
- Is Subtask?
- Mark Task as complete?
- Sort_by
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Resource_subtype
- Custom_fields_help_text
Action
Search
- Workspace
- Name
  Required
- Team
- Notes
Action
Search or write
- Task ID
  Required
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

Learn how to automate Asana on the Zapier blog

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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.