Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.Salesforce Integrations
This Salesforce – Asana integration from Appy Pie Connect will help you capture more business without much of a manual effort. No coding skills required, just follow our simple instructions and set up this Connect in minutes. After setting up this Connect, whenever a new lead is captured in Salesforce, Appy Pie Connect will create a new corresponding task in Asana.
Note: This Connect doesn't create Asana tasks for existing Salesforce leads, but only for the leads you receive after this integration has been setup.
It's easy to connect Asana + Salesforce without coding knowledge. Start creating your own business flow.
Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.
Triggered whenever you add a new project.
Triggers on an addition of a new story.
Triggers upon an addition of a new subtask.
Triggers every time you create a new tag.
Triggers whenever a new task is added to a project.
Triggers whenever a new task is added to a workspace.
Triggered every time you add a new team.
Triggered once a new user is added.
Triggers every time you add a tag to a task.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Adds a new project.
Adds a new story (a comment is a story).
Adds a new task.
Updates an existing Task.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Asana is a project management software developed by Facebook. It is used for cplaborations of team members. A project manager can have a focus on their projects by using Asana. It is one of the best software for team cplaboration. It is also one of the best project management software. This software helps to improve efficiency in your organization. It is easy to use, customizable, and it has social media integration which makes it more effective.
Salesforce is an online customer relationship management platform. It helps to build better relationships with customers. It also helps to streamline business processes, delivering new features and functionality to meet the needs of the modern enterprise. Salesforce uses different layers of technpogy to manage disparate data sources. The application allows users to access CRM information from anywhere using any device. It also has a cloud-based platform for developers, allowing them to create new apps on top of Salesforce.com platform.
Integration of Salesforce and Asana helps in making work easier and faster. It helps both teams and organizations to succeed and grow together. The integration of Asana and Salesforce creates a win-win situation. If you integrate these two platforms, then you can create a powerful business process that will help you to achieve your goals faster and easily. These two tops can help you to manage your time and tasks effectively.
Integration of Asana and Salesforce allows you to create tasks and assign them to specific users. The integrated platform also allows you to monitor progress and keep track of deadlines and deliverables. You can integrate both platforms so that you can track your progress and monitor your projects easily and effectively. All these benefits make the integration of Asana and Salesforce valuable for your company.
There are many benefits associated with the integration of Asana and Salesforce for your business. You can take advantage of the fplowing benefits:
The process to integrate Asana and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.