This automation scenario allows you to connect Asana and Salesforce
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Asana and Salesforce can also be integrated using automation tools other than integromat:
When this trigger fires in Asana
Checks whether new tasks have been made.
Then this action happens in Salesforce
Creates a new record in an object.
This guide contains information on how to set up an automatic workflow that allows to Create a Salesforce task from a new Asana task.
Part I
First, we need to connect Asana and Salesforce to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Asana to Make.com.
Give Make.com access to your Asana account, using Asana credentials.
Connect Salesforce to Make.com.
Give Make.com access to your Salesforce account, using Salesforce credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Asana
Choose the following trigger: Watch New Tasks (Checks whether new tasks have been made.).
Then set up an Action for Salesforce
Choose this action: Create a Record in an Object (Creates a new record in an object.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Asana and Salesforce.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create a Salesforce task from a new Asana task!
Triggered when you add a new task to a project.
Triggered when you add a new project.
Triggered when you add a tag to a task.
Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
Triggered when you add a new team.
Triggered when a task in a project is updated.
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Creates a new lead in Salesforce.
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Creates a new contact in Salesforce.
Adds an existing lead to an existing campaign.
Finds a record of a specified Salesforce object by up to two fields and values you choose.
Asana is a powerful work management platform that simplifies team collaboration and project management. With Asana, you can track and prioritize tasks, monitor progress in real-time, and connect all your work in one place. From small tasks to big initiatives, Asana helps teams achieve great results, anywhere, anytime.
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.