Asana and Salesforce process automation
- Skip Ahead to
- Setting up an automatic Asana project creation
- Build automations using the Process Builder
- Process automation examples
- Connecting Asana Goals with Salesforce
The Asana for Salesforce integration is available to all Business and Enterprise customers. Learn how to install the Asana and Salesforce integration.
Asana for Salesforce helps your Sales teams collaborate with cross-functional team members throughout the entire sales cycle. This article covers how to set up automation between Asana and Salesforce. Read our Asana Goals and Salesforce article to learn how to automatically link the progress of deals to goals.
Salesforce Integration - Automation
Setting up an automatic Asana project creation
To set up an automatic project creation:
- Head to the App picker on the top-left corner and type Asana
- Click Set Up
- Edit the automatic project creation by selecting a Stage, an Asana team, and an Asana Custom Template.
- Click Save
Learn how to create project templates.
For example, suppose you’ve selected the Proposal/Price Quote stage and Legal team. When an opportunity moves to the Proposal/Price Quote stage, a project will be created within the Legal team using the custom template you chose.
Build automations using the Process Builder
Set up automated workflows between Asana and Salesforce with the Process Builder and automate any Asana work requests. With the Process Builder, you can automatically trigger the creation of tasks and projects in Asana.
To set up a new process:
- Navigate to the Process Builder in Salesforce
- Click New
- Fill out the Process Name and API Name fields
- For the process to run when an object changes, select A record changes for the The process starts when field
- Click Save
- Select the object that starts the process—for example, Opportunities, Campaigns, or a custom object, to mention a few.
- Add the criteria to determine if the process goes forward.
- Select the action that takes place. This would create a project or a task in Asana.
For example, in the image below, the object is an Opportunity. The criteria for executing actions is when conditions are met, and there are three conditions. When an opportunity is in the Qualification, Needs Analysis, or Value Proposition stage, an action will be triggered. This action can either Create an Asana task or Create an Asana project.
If you select Create Asana Projects as an action, you need to paste the project’s ID and the team’s ID in the Value field.
Process automation examples
Automating the hand-off between the Sales and Post-Sales/Implementation teams
Once a deal is closed, you can streamline the hand-off between Sales and Post-Sales teams, reducing manual work and giving Sales teams visibility into the post-sales implementation progress contextually within Salesforce.
Enable collaboration between Sales and Support teams
Sales teams can request help from Support teams without leaving Salesforce.
Sales teams can track the progress of Asana tasks within the proper context in Salesforce (e.g., a specific Salesforce opportunity).
Connecting Asana Goals with Salesforce
Connect Asana Goals with Salesforce to monitor impact and get an accurate picture without manual updates. Read more about Asana Goals and Salesforce.