Asana + Salesforce

Add completed Asana tasks to Salesforce campaigns as new leads

Effortlessly track Asana completed tasks and convert them into leads for your Salesforce campaigns with this seamless workflow. When a task is marked as completed in Asana, a new lead will be added to your chosen Salesforce campaign, streamlining your lead generation process and ensuring no potential opportunities are missed. Stay organized and efficient by letting this integration do the work for you.

Effortlessly track Asana completed tasks and convert them into leads for your Salesforce campaigns with this seamless workflow. When a task is marked as completed in Asana, a new lead will be added to your chosen Salesforce campaign, streamlining your lead generation process and ensuring no potential opportunities are missed. Stay organized and efficient by letting this integration do the work for you.

  1. When this happens...
    AsanaAsana
    Completed Task

    Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Workspace

    • Project

    Trigger
    Scheduled
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    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
    • ProjectRequired

    • Task

    • Workspace

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
    • Workspace / Organization

    Trigger
    Scheduled
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    • ProjectRequired

    • Workspace

    Trigger
    Scheduled
    Try It
  • Asana triggers, actions, and search

    New Tag Created

    Triggered when you create a new tag.

    Trigger
    Scheduled
    Try It
asana logo
asana logo

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.
Learn more

Related categories

  • Project Management

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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