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Integrate Asana with Salesforce to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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 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.
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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

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.

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.

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.

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.

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.

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.

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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Connect Asana and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start here
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Choose an Action

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
    Try It
    • Workspace
    • Project
      Required
    Trigger
    Instant
    Try It
    • Project
      Required
    • Task
    • Workspace
    Trigger
    Scheduled
    Try It
    • Workspace
    • Project
      Required
    Trigger
    Instant
    Try It
    • Workspace
    • Project
      Required
    Trigger
    Instant
    Try It
    • Workspace
    Trigger
    Scheduled
    Try It
    • Project
      Required
    • Workspace
    Trigger
    Scheduled
    Try It
  • Asana triggers, actions, and search
    New Tag Created

    Triggered when you create a new tag.

    Trigger
    Scheduled
    Try It

Learn how to automate Asana on the Zapier blog

Learn how to automate Salesforce 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.
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