Asana and Salesforce process automation

Available on Asana Enterprise and Enterprise+ tiers, as well as legacy tiers Business and Legacy Enterprise.

Visit our pricing page for more information.

Learn how to install the Asana and Salesforce integration.

Asana for Salesforce helps your Sales teams collaborate with cross-functional team members throughout the entire sales cycle. This article covers how to set up automation between Asana and Salesforce. Read our Asana Goals and Salesforce article to learn how to automatically link the progress of deals to goals.

Setting up an automatic Asana project creation

automatic project creation

To set up an automatic project creation:

  1. Head to the App picker on the top-left corner and type Asana
  2. Click Set Up
  3. Edit the automatic project creation by selecting a Stage, an Asana team, and an Asana Custom Template.
  4. Click Save

Learn how to create project templates.

For example, if you’ve selected the Proposal/Price Quote stage and Legal team. When an opportunity moves to the Proposal/Price Quote stage, a project will be created within the Legal team using the custom template you chose.

Build automations using the Flow Builder

Set up automated workflows between Asana and Salesforce with the Flow Builder and automate any Asana work requests. With the Flow Builder, you can automatically trigger the creation of tasks and projects in Asana.

process builder set up

To set up a new process:

  1. Navigate to the Flow Builder in Salesforce
  2. Click New
  3. Fill out the Process Name and API Name fields
  4. For the process to run when an object changes, select A record changes for the The process starts when field
  5. Click Save
objects

From here:

  1. Select the object that starts the process—for example, Opportunities, Campaigns, or a custom object, to mention a few.
  2. Add the criteria to determine if the process goes forward.
  3. Select the action that takes place. This would be creating a project or a task in Asana.

For example, in the image below, the object is an Opportunity. The criteria for executing actions is when conditions are met, and there are three conditions. When an opportunity is in the QualificationNeeds Analysis, or Value Proposition stage, an action will be triggered. This action can either Create an Asana task or Create an Asana project.

process builder example
value id

If you select Create Asana Projects as an action, you need to paste the project’s ID and the team’s ID in the Value field.

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Process automation examples

Automating the hand-off between the Sales and Post-Sales/Implementation teams

Once a deal is closed, you can streamline the hand-off between Sales and Post-Sales teams, reducing manual work and giving Sales teams visibility into the post-sales implementation progress contextually within Salesforce.

automate

Enable collaboration between Sales and Support teams

Sales teams can request help from Support teams without leaving Salesforce.

new asana task

Sales teams can track the progress of Asana tasks within the proper context in Salesforce (e.g., a specific Salesforce opportunity).

track progress

Connecting Asana Goals with Salesforce

Connect Asana Goals with Salesforce to monitor impact and get an accurate picture without manual updates. Read more about Asana Goals and Salesforce.

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