RecipeHowToUpdated May 2026· 15 min to deploy
Closed Won Salesforce deal becomes Asana project
When a Salesforce Opportunity hits Closed Won, create an Asana project from a template with CSM assigned. Mirror project progress back to SFDC.
Salesforce
Asana
Steps
Build this in 15 min.
Each step is a single node on the canvas. Order matters; everything else is dragging.
- 1TriggerOpp closed
Salesforce Opportunity Updated where StageName=Closed Won.
- 2TransformCreate project
Asana Create Project from onboarding template, named after Account.
- 3TransformAssign CSM
Look up Salesforce account owner email → Asana user → assign template tasks.
- 4ActionProgress mirror
Daily: compute % complete in Asana, push to Salesforce custom field.
FAQ
Common questions about this recipe.
Should the template vary by deal size?
Yes. Switch on Amount. Enterprise = legal review, security questionnaire, multi-week. SMB = lightweight 5-task template.
Clone this recipe in two minutes.
Free tier available. No credit card. No onboarding call.
