How to integrate Salesforce and

Asana

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Salesforce and

Asana

Integration Guide

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Asana for Salesforce

Your favorite work management and CRM tools together at last. Drive seamless collaboration throughout the sales cycle to deliver amazing customer experiences.

Simplify customer hand off

Automatically kick off customer implementation and onboarding work with customizable project templates when customers reach key opportunity stages. With Service Cloud, connect your implementation and service teams with supporting teams in Asana to deliver amazing customer experiences.

Automate crucial sales workflows

Use Salesforce’s Process Builder to trigger the creation of tasks and projects in Asana, ensuring important steps aren’t missed in your deal cycle.

Connect Salesforce and Asana

This integration is available to Asana Business and Enterprise customers who also have a Salesforce Enterprise, or Unlimited account. It’s optimized for Salesforce Lightning but also compatible with Salesforce Classic.

View Integration Guide
  • Salesforce Administrators can help setup new platforms and handle straightforward integrations or configuration work but tend to live within Salesforce and not focus cross-systems as much.
  • Salesforce Developers will build custom integrations, work with APIs, and build out more complex automations within Salesforce and across systems to maximize data flow and visibility.
  • Salesforce Architects bring a more holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.
Asana
and Salesforce Integration

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Salesforce integration strategy varies depending on your current systems environment, how heavily you have customized Salesforce and other applications, and the complexity of what you're trying to achieve.
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