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Sales teams need to collaborate with cross-functional teams throughout the sales cycle. Asana for Salesforce lets you kick off new phases of work for your colleagues using Asana and get visibility into how they’re progressing.
The Asana for Salesforce integration adds value to organizations by enabling your Sales teams to efficiently collaborate with other cross-functional team members throughout the entire sales cycle, so deals close faster. It also automates the hand-off between the Sales and Post-Sales/Implementation teams to reduce manual work and allow for greater clarity.
You can seamlessly connect your deals’ progress with your goals by integrating Asana Goals and Salesforce, eliminating the need for manual updates and providing an accurate representation of your business impact.
Learn more about connecting Asana with Salesforce by watching our Power up your work: Connecting Asana and Salesforce webinar.
The Asana for Salesforce integration is optimized for Lightning but compatible with Salesforce Classic. Please note there may be some differences in configuration steps between Classic and Lightning.
We support Enterprise and Unlimited editions.
You must be a Salesforce Admin to install the Asana for Salesforce integration. You also need to have an Asana account.
Asana and Salesforce process automation
Collaborate with cross-functional teams and automate processes between Asana and Salesforce. Learn more about Asana and Salesforce process automation.
Asana Goals and Salesforce
Connect Asana Goals with Salesforce to monitor impact and get an accurate picture without manual updates. Read more about Asana Goals and Salesforce.