Asana for SalesforceAsana Integration

Asana for Salesforce

Your favorite work management and CRM tools together at last. Drive seamless collaboration throughout the sales cycle to deliver amazing customer experiences.

Move deals forward

Remove bottlenecks by enabling sales, customer success, and service teams to communicate directly with their support teams in Asana. Share attachments and create actionable, trackable tasks for pre-sales needs.

Simplify customer hand off

Automatically kick off customer implementation and onboarding work with customizable project templates when customers reach key opportunity stages. With Service Cloud, connect your implementation and service teams with supporting teams in Asana to deliver amazing customer experiences.

Automate crucial sales workflows

Use Salesforce’s Process Builder to trigger the creation of tasks and projects in Asana, ensuring important steps aren't missed in your deal cycle.

Connect Salesforce and Asana

This integration is available to Asana Business and Enterprise customers who also have a Salesforce Enterprise, or Unlimited account. It’s optimized for Salesforce Lightning but also compatible with Salesforce Classic.

Here’s how to set up the integration:

  1. Visit Asana for Salesforce in the Salesforce AppExchange.
  2. Click Get it Now.
  3. Follow the steps on the installation wizard. This process may take a few minutes.
  4. Add the Asana Lightning Component to any standard or custom object page

For further instructions and support, visit the Asana Guide.

Collaborate effortlessly with Asana

Asana empowers teams to plan, organize, and execute all of their work—from daily tasks to strategic initiatives—all in one place. It’s free to get started, simple to use, and powerful enough to run your entire business. Learn more about Asana Business today.

Learn more and get support

To learn more about using the Salesforce + Asana integration, visit the Asana Guide or check out our Asana Academy demo video.

Asana works with the tools you already use