Connect Salesforce to Asana and automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Salesforce with Asana - no code necessary. See how you can get setup in minutes.

Select a trigger from Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Asana

An action is what takes place after the automation is triggered. For example, with Asana, the action could be "Add Task to Section of Project."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce to Asana

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Create your first workflow

Quickly connect Salesforce to Asana with a Zapier template.

Our most popular template

Add new Salesforce tasks to Asana
Premium
Details
Try it
Salesforce + Asana
Update Salesforce records when tasks in Asana projects are updated
Premium
Details
Try it
Asana + Salesforce
Attach files in Asana for new Typeform entries
Premium
Details
Try it
Salesforce + Asana
Create Asana tasks for new Salesforce leads
Premium
Details
Try it
Salesforce + Asana
Create Salesforce leads from new Asana tasks in projects
Premium
Details
Try it
Asana + Salesforce
Add completed Asana tasks to Salesforce campaigns as new leads
Premium
Details
Try it
Asana + Salesforce

Add new Salesforce tasks to Asana

Premium

Salesforce + Asana

Update Salesforce records when tasks in Asana projects are updated

Premium

Asana + Salesforce

Attach files in Asana for new Typeform entries

Premium

Salesforce + Asana

Create Asana tasks for new Salesforce leads

Premium

Salesforce + Asana

Create Salesforce leads from new Asana tasks in projects

Premium

Asana + Salesforce

Add completed Asana tasks to Salesforce campaigns as new leads

Premium

Asana + Salesforce

Add new Asana tasks to Goals by KeepSolid
Premium
Details
Try it
Salesforce + Asana
Add tasks on Asana for new transcripts on Olark
Premium
Details
Try it
Salesforce + Asana

Connect Salesforce and Asana to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Practical ways you can use Salesforce and Asana

Track new Salesforce leads in Asana

When a new lead is created in Salesforce, Zapier creates a corresponding task in Asana. This ensures that every potential customer is tracked and followed up promptly, improving lead conversion rates and keeping the sales process smooth.

Business owner

Link Salesforce updates to Asana tasks

When a field on a Salesforce record is updated, Zapier updates the related task in Asana. This maintains consistency between customer records and support tasks, reducing manual entry errors and response time.

Customer support ops

Sync completed Asana tasks to Salesforce records

When a task is completed in Asana, Zapier updates the corresponding record in Salesforce. This helps data teams analyze which projects are progressing well and identify any bottlenecks based on real-time task completion data.

Data science

Capture new opportunities from Asana projects

When a new project starts in Asana, Zapier creates an opportunity record in Salesforce. The sales operations team can then track potential revenue from ongoing projects without manual data entry.

Sales ops

Create Asana tasks for new Salesforce records

When a new record (e.g., Contact, Lead) is created in Salesforce, Zapier creates an associated task in Asana. Project managers can then ensure each stakeholder or detail is accounted for within their project plans.

Project management

Connect Salesforce and Asana to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write

- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write

- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
Trigger
Scheduled
Try It
- Project
  Required
- Workspace
Trigger
Scheduled
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Scheduled
Try It
- Workspace
- Project
  Required
- Section
  Required
Trigger
Instant
Try It
- Workspace
Trigger
Scheduled
Try It
- Workspace
Trigger
Scheduled
Try It
- Task ID
  Required
- Workspace
- Project
  Required
- Section
  Required
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
  Required
- Tag
- Name
  Required
- Fields
Action
Write
- Workspace
- Project
  Required
- Name
  Required
- Section to Insert After
- Section to Insert Before
Action
Write
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Workspace
- Team
- Name
  Required
- Notes
Action
Write
- Task ID
  Required
- Mark Task as complete?
- Mark Task as liked?
- Name
  Required
- Assignee
- Followers
- Tags
- Notes
- Is the description rich text?
- Custom_field_info
- Workspace
Action
Write
- Workspace
- Name
  Required
Action
Search
- Workspace
- Project
  Required
- Name
  Required
Action
Search
- Premium_user_help_text
- Workspace
- Project
  Required
- Text
  Required
- Is Subtask?
- Mark Task as complete?
- Sort_by
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Resource_subtype
- Custom_fields_help_text
Action
Search
- Workspace
- Name
  Required
- Team
- Notes
Action
Search or write
- Task ID
  Required
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write

- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- Workspace
- Project
  Required
Trigger
Scheduled
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Project
  Required
- Task
- Workspace
Trigger
Scheduled
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
- Project
  Required
- Fields
- Disclaimer
Trigger
Instant
Try It
New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Scheduled
Try It
- Project
  Required
- Task
- File
  Required
Action
Write
- Workspace
- Project Template
  Required
- Name
  Required
- Make Public?
- Privacy Setting
Action
Write
- Task ID
  Required
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Copy
- Workspace
- Project
  Required
- Task Template
  Required
- Name
  Required
Action
Write
- Workspace
- Project
  Required
- Task
- Text
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Workspace
- Project
  Required
- Name
  Required
Action
Search
- Task ID
  Required
Action
Search
- Email Address or ID
  Required
Action
Search
- Workspace
- Project
  Required
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write

Learn how to automate Salesforce on the Zapier blog

Automate Asana: get inspired on the Zapier blog

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

Related categories

Project Management

Similar apps

Google Tasks

Google, Task Management

Todoist

Task Management

Toodledo

Task Management

Connect Salesforce to Asana on the world's largest no-code automation platform

Sign up with Google

Explore Salesforce + Asana Integrations

Explore Salesforce + Asana Integrations

evernote

calendly