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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.

Trigger app
Salesforce as the trigger

Workflows fire when something happens in Salesforce.

  • Salesforce has no triggers yet. Use the catalog's universal Webhook trigger as the upstream.
Action app
Asana as the action

Workflows do something in Asana, instantly.

See all 15 actions →
Both directions

Pick the way that fits your stack.

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

SalesforceAsana

When something happens in Salesforce, do it in Asana.

0 Salesforce triggers wired to 15 Asana actions.

    AsanaSalesforce

    Or fire it the other way around.

    1 Asana triggers wired to 13 Salesforce actions downstream.

    See AsanaSalesforce
    Popular pairings

    Common Salesforce → Asana workflows.

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

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    How it works

    Connect Salesforce and Asana in five steps.

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

    1. 1
      Connect
      Authorize Salesforce and Asana

      Open Tiny Command, authorize Salesforce and Asana once each. Both connections are available to every workflow on your account.

    2. 2
      Trigger
      Pick a Salesforce trigger

      Drop the Salesforce → New event trigger onto the canvas. Tiny Command auto-registers the webhook.

      POST /v1/webhooks/salesforce.event
    3. 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. 4
      Action
      Add the Asana action

      Drop the Asana → Add Comment action below it. Map fields from the Salesforce payload into the Asana inputs.

      asana.add-comment
    5. 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 Salesforce + Asana.

    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.
    Related

    Other apps that pair well with Salesforce.


    Wire Salesforce to Asana in 2 minutes.

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