Create Asana tasks for new Salesforce leads

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

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Salesforce to Zapier.

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

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  Connect Asana to Zapier.

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

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

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  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.).

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  Then set up an Action for Asana

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

• Then set up another Action for Salesforce

  Choose this action: New Lead (Triggers when a new Lead is created.).

• Then set up another Action for Asana

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

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

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  Customize data flow

  Configure the data that is exchanged between Salesforce and Asana.

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  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 Asana tasks for new Salesforce leads!