Salesforce + Asana
Streamline collaboration throughout the sales cycle to achieve business results.
What is Salesforce?
Salesforce is a customer-centric company. They make cloud-based software designed to help businesses connect to their customers in a whole new way so that they can find more prospects, close more deals, and wow customers with amazing service.
Why Salesforce + Asana?
With Asana Rules, you can automatically stay up to date on the latest changes across Salesforce. Teams can build custom, automated workflows in Asana that create or update tasks based on events in Salesforce. This makes it easy to collaborate and share information across both platforms, and ensures your teams have visibility into the latest updates happening in their sales process.
With Asana Rules and Salesforce, you can:
- Automate hand-offs and intake by creating tasks in Asana when opportunities are closed or won
- Notify teams and take actions like adding a comment or collaborator, whenever a linked opportunity is updated
- Streamline tracking and reporting of pipeline progress by mapping revenue data into Asana
To learn more about how to use Asana Rules and Salesforce, see our guide article.
How to connect Salesforce + Asana
The Salesforce for Asana integration is available on the Enterprise and Enterprise+ tiers.
We recommend working with your Salesforce admin on installation steps and referring to this detailed installation guide.
Here’s how to create a project rule using the integration:
- In your project, click the Customize menu.
- Click Rules > Add.
- Under rule triggers, select the Salesforce trigger from the external triggers tab.
- Select an action, such as Create a task.
- Click Publish rule.
Learn more and get support
To learn more about using the Salesforce + Asana integration, visit the Asana Help Center.
If you have questions, feedback, or need support, contact the Asana support team.
Collaborate effortlessly with Asana
From the small stuff to the big picture, Asana organizes work, so teams know what to do, why it matters, and how to get it done. It’s free to get started, simple to use, and powerful enough to run your entire business. Learn more about Asana today.