Learn how to easily get these products talking to each other or browse from a network of Freelancers with a specific expertise in Salesforce integrations.
Salesforce is considered to be one of the most powerful SaaS tools based on the ease of integrating it to the rest of your systems environment.
This provides what Salesforce refers to as the '360 Degree Customer View'.
By integrating Salesforce with other applications across teams and divisions, companies have unrivaled visibility and data insights.
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Asana helps teams orchestrate their work, from small projects to strategic initiatives. Headquartered in San Francisco, CA, Asana has more than 100,000 paying customers and millions of free organizations across 190 countries. Global customers such as Amazon, Japan Airlines, Sky, and Under Armour rely on Asana to manage everything from company objectives to digital transformation to product launches and marketing campaigns.
Asana is a web and mobile application designed to help teams organize, track, and manage their work.
Depending on the complexity of your Salesforce environment, you may have several options for how you integrate new tools.
More straightforward integrations can be done using 'no code' integration platforms like Zapier, while larger scale orgs may involve custom development and the use of APIs.
Here are the options for this specific product!
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.
Zapier lets you connect Asana with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
Browse the self-serve guide for using Zapier to integrate with Salesforce!
Read moreZapier makes it easy to integrate apps like Salesforce, Intuit, Google, and Dropbox, to move data between them automatically!
Read moreUh oh! It doesn't look like this product has a Zapier integration with Salesforce.
Don't worry, Zapier is typically the default integration method for non-Developers but you can still integrate with Salesforce using a bit of technical experience.
You can Hire an Integration Expert on FoundHQ.
Sign up to browse 650+ Salesforce Freelancers that can help.
Break down silos
- Empower sales reps to request work from supporting teams like legal and marketing via Asana tasks, without leaving Salesforce.
Boost project visibility
- Allow sales reps to track the progress of Asana tasks within the context of specific Salesforce opportunities.
Kick off work on time, every time
- Auto-generate projects and use customizable project templates to move customers through the funnel as they reach key opportunity stages.
- Automate when Asana tasks are created via Salesforce’s powerful Process Builder.
Oops! It doesn't look like this product has a listing on the Salesforce AppExchange.
Don't worry, you can almost definitely still integrate it with Salesforce but you may need deeper technical knowledge or the help of a Salesforce Developer to get it connected.
Skip ahead to Hire an Integration Expert to browse from 650+ Salesforce Freelancers that can help.
If Zapier doesn't have a connector for this integration and there's no easy solution to integrate the product via AppExchange, you likely need a custom integration.
Here are the API guides for both products - if you need help from a Salesforce Integration Freelancer, you can browse from 650+ pre-vetted Freelancers on FoundHQ.
Explore a wide range of declarative tools, Apex utilities, platform events, integration patterns, and APIs.
Read moreGet help implementing AppExchange products, working on basic integrations, and building automations and workflows.
Read moreBuild custom integrations, work with APIs, and develop complex automations within Salesforce and across systems to maximize data flow and visibility.
Read moreBring a holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.
Read more
Break down silos
- Empower sales reps to request work from supporting teams like legal and marketing via Asana tasks, without leaving Salesforce.
Boost project visibility
- Allow sales reps to track the progress of Asana tasks within the context of specific Salesforce opportunities.
Kick off work on time, every time
- Auto-generate projects and use customizable project templates to move customers through the funnel as they reach key opportunity stages.
- Automate when Asana tasks are created via Salesforce’s powerful Process Builder.
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.
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