Asana
Salesforce
integromat

An automated workflow using integromat

Connects Asana + Salesforce

Create a Salesforce task from a new Asana task

About this workflow template

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.

Asana and Salesforce can also be integrated using automation tools other than integromat:

Diagram

Create a Salesforce task from a new Asana task
Workflow diagram: Asana + Salesforce integration

How it works?

When this trigger fires in Asana

Asana

Watch New Tasks in Asana

Checks whether new tasks have been made.

Then this action happens in Salesforce

Salesforce

Create a Record in an Object in Salesforce

Creates a new record in an object.

How to set up this workflow

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

Configure Applications

First, we need to connect Asana and Salesforce to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Asana to Make.com.

    Connect Asana to Make.com.

    Give Make.com access to your Asana account, using Asana credentials.

  • Connect Salesforce to Make.com.

    Connect Salesforce to Make.com.

    Give Make.com access to your Salesforce account, using Salesforce credentials.

Part II

Build an integration workflow

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

    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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Asana and Salesforce.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Asana

    New task in project (legacy)

    Triggered when you add a new task to a project.

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    triggerbyzapier
  • Asana

    New project

    Triggered when you add a new project.

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    triggerbyzapieriftttautomateiopabbly-connect
  • Asana

    Tag added to task (legacy)

    Triggered when you add a tag to a task.

    zapier
    triggerbyzapier
  • Asana

    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.

    zapierautomateio
    triggerbyzapierautomateio
  • Asana

    New team

    Triggered when you add a new team.

    zapierpipedream
    triggerbyzapierpipedream
  • Asana

    Updated task in project (legacy)

    Triggered when a task in a project is updated.

    zapier
    triggerbyzapier
  • Salesforce

    Create record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Create lead

    Creates a new lead in Salesforce.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Update record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Salesforce

    Create contact

    Creates a new contact in Salesforce.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Add lead to campaign

    Adds an existing lead to an existing campaign.

    zapierintegrately
    actionbyzapierintegrately
  • Salesforce

    Find record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    zapier
    actionbyzapier

Apps you need

Asana

Asana

Project Management

A versatile cloud project management platform

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

Salesforce

CRM

Enterprise cloud CRM platform

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.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.