Per-pair page

Asana + Salesforce: post-sale work driven from the CRM.

Create Asana onboarding projects from Salesforce Opportunity wins, and mirror project progress back into Salesforce custom fields. Sales-to-CS handoff with no manual entry.

Connect Asana and Salesforce See reverse direction

Trigger app

Asana as the trigger

Workflows fire when something happens in Asana.

New TaskWebhook

Action app

Salesforce as the action

Workflows do something in Salesforce, instantly.

See all 13 actions →

Both directions

Pick the way that fits your stack.

Pair pages are mirrored. Each direction gets its own dedicated page.

Asana → Salesforce

When something happens in Asana, do it in Salesforce.

1 Asana triggers wired to 13 Salesforce actions. Most-used pairing: New Task → Convert Lead.

New Task

Salesforce → Asana

Or fire it the other way around.

0 Salesforce triggers wired to 15 Asana actions downstream.

Use any trigger in the catalog as the upstream.

See Salesforce → Asana →

Popular pairings

Common Asana → Salesforce workflows.

Pick a pairing to set it up in two minutes. Each one is a fully editable recipe.

Showing 4 of 13 combinations

When new task in Asana, convert lead in Salesforce.

Fires when a new task is created in the selected Asana project. The webhook is registered automatically when the workflow is published. The standard inbound hook for routing and mirroring.

When new task in Asana, create account in Salesforce.

Fires when a new task is created in the selected Asana project. The webhook is registered automatically when the workflow is published. The standard inbound hook for routing and mirroring.

When new task in Asana, create contact in Salesforce.

Fires when a new task is created in the selected Asana project. The webhook is registered automatically when the workflow is published. The standard inbound hook for routing and mirroring.

When new task in Asana, create note in Salesforce.

Fires when a new task is created in the selected Asana project. The webhook is registered automatically when the workflow is published. The standard inbound hook for routing and mirroring.

How it works

Connect Asana and Salesforce in five steps.

No code, no glue, no half-day setup. Each step is one click.

1
Connect
Authorize Asana and Salesforce
Open Tiny Command, authorize Asana and Salesforce once each. Both connections are available to every workflow on your account.
2
Trigger
Pick a Asana trigger
Drop the Asana → New Task trigger onto the canvas. Tiny Command auto-registers the webhook.
POST /v1/webhooks/asana.trigger-task-created
3
Transform
Add a filter or AI step
Optionally add a Filter node ("subject contains URGENT") or an AI step ("classify intent") between trigger and action.
4
Action
Add the Salesforce action
Drop the Salesforce → Convert Lead action below it. Map fields from the Asana payload into the Salesforce inputs.
salesforce.convert-lead
5
Publish
Publish and forget
Hit Publish. Tiny Command runs it in production from second one. Watch the run-log fill up.

FAQ

Questions about Asana + Salesforce.

How do I create an Asana project from a Closed Won Salesforce Opportunity?

Salesforce Opportunity Updated where StageName = "Closed Won" → Asana Create Project from a customer-onboarding template, with account name as project name and Opportunity ID in a custom field.

Can I auto-assign Asana tasks to the right CSM based on Salesforce account owner?

Yes. Maintain a Salesforce-to-Asana user lookup. After project creation, loop over template tasks and Update Task with the matched Asana assignee.

How do I report Asana project status back into Salesforce?

Scheduled daily: for each Asana project linked to a Salesforce Opportunity, compute % complete, push to a custom field via Salesforce Update Record. CSMs and AEs see status in their pipeline view.

Can the Asana project template differ by Salesforce deal size or industry?

Yes. Use a Switch on Salesforce Amount / Industry. Enterprise deals get a more detailed template (legal review, security questionnaires); SMB deals get a lightweight one. One trigger, many template paths.

How do I push Asana task completion as Salesforce activity?

Asana Task Completed → look up the linked Opportunity ID → Salesforce Create Task with subject = Asana task name, comments = Asana notes, related to the Opportunity. Activity history reflects CS work.

Can I avoid Salesforce API limit issues with daily mirror writes?

Yes. Use Salesforce Composite API for batch updates instead of per-record. Filter Asana projects to only those that changed since last sync. Easy to stay well under the API daily quota.

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Wire Asana to Salesforce in 2 minutes.

Free tier available. No credit card. No onboarding call.

Try for free Request a demo

Asana + Salesforce: post-sale work driven from the CRM.

Pick the way that fits your stack.

When something happens in Asana, do it in Salesforce.

Or fire it the other way around.

Common Asana → Salesforce workflows.

Connect Asana and Salesforce in five steps.

Questions about Asana + Salesforce.

Other apps that pair well with Asana.

Wire Asana to Salesforce in 2 minutes.

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