Salesforce
Asana
zapier

An automated workflow using zapier

Connects Salesforce + Asana

Add new Salesforce tasks to Asana

About this workflow template

This automation scenario allows you to connect Salesforce and Asana

It can be build using Zapier, a no-code workflow automation tool. Zapier 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.

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

Diagram

Add new Salesforce tasks to Asana
Workflow diagram: Salesforce + Asana integration

How it works?

When this trigger fires in Salesforce

Salesforce

New Record in Salesforce

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Then these actions happen in Asana

Asana

Create Task in Asana

Adds a new task.

Asana

Create Task in Asana

Adds a new task.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Salesforce tasks to Asana.

Part I

Configure Applications

First, we need to connect Salesforce and Asana to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Salesforce to Zapier.

    Connect Salesforce to Zapier.

    Give Zapier access to your Salesforce account, using Salesforce credentials.

  • Connect Asana to Zapier.

    Connect Asana to Zapier.

    Give Zapier access to your Asana account, using Asana credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Salesforce

    Set up a Trigger action for Salesforce

    Choose the following trigger: New Record (Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.).

  • Then set up an Action for Asana

    Then set up an Action for Asana

    Choose this action: Create Task (Adds a new task.).

  • Then set up another Action for Asana

    Choose this action: Create Task (Adds a new task.).

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 Salesforce and Asana.

  • 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 Add new Salesforce tasks to Asana!

Supported triggers and actions

  • Asana

    New task in project (legacy)

    Triggered when you add a new task to a project.

    zapier
    triggerbyzapier
  • Asana

    New project

    Triggered when you add a new project.

    zapieriftttautomateiopabbly-connect
    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

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.

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.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.