Before we jump into the topic of Asana Salesforce integration, let’s first address a crucial question!
Why do you need a project management tool when you already have a CRM tool? Why do you need to integrate Salesforce and Asana?
Asana is a Project management software that has tools to help you organize the work schedules, assign tasks to your team members and simultaneously allow the managers to view the entire task progress without constantly communicating with their team. With Asana, you can track productivity, communicate, and coordinate with your team members to get work done on a project-to-project basis or a client-to-client basis.
Whereas Salesforce CRM software is at the opposite end of the spectrum, where the employees interact with the customers, solving their queries, launching campaigns, developing storefronts, and tracking clients. With a centralized customer database and multiple integrations and tools, Salesforce can support customers and improve their experience with your business or brand.
Look at the table above; the feature distinctions between Asana and Salesforce are very evident. Asana is a productivity software to track teams, projects, and processes at scale, whereas Salesforce is a low-code CRM platform focused on customers.
With your marketing, sales, and service teams working with multiple clients and accounts simultaneously, it is important to carefully coordinate and assign tasks to get work done on time; this is where your business will benefit from Asana Salesforce Integration.
What are the benefits of Salesforce Asana integration?
- Sync tasks and project progress between the two platforms: This allows you to see the status of your tasks and projects in both Asana and Salesforce and keep all your data in one place.
- Automate workflows and save time: You can set up rules and triggers to automatically create tasks, update data, and send notifications between Asana and Salesforce, saving you time and reducing the risk of errors.
You can easily automate processes through the Salesforce Process Builder to trigger the creation of tasks or projects in Asana and also customize business processes by connecting Asana with custom Salesforce objects.
- Collaborate more effectively: With the integration, you can easily share data and collaborate with team members and customers using both platforms. You can create tasks in Asana through the Asana Lightning component on any Salesforce object page.
There is improved coordination and efficiency due to better communication and collaboration between teams.
- Improve customer relationship management: By integrating Asana with Salesforce, you can track customer interactions and project progress in one place, which can help you better understand customer needs and improve customer relationships.
- Reporting business impacts: The Asana for Salesforce integration allows teams to analyze the impact of work on the business by linking Asana tasks and projects with Salesforce records.
You can easily import this data into tools like Tableau or Microsoft Power BI for analysis. Through this analysis, teams can understand patterns in work and allocate resources effectively.
Overall, the integration of Asana and Salesforce can help businesses streamline workflows, improve collaboration, and better manage customer relationships
Here are some examples of how sales, marketing, service, and product development teams might benefit from using Salesforce Asana integration:
- Connect Salesforce CRM data with Asana tasks and projects to better understand the impact of work on sales outcomes.
- Automate sales processes by triggering the creation of Asana tasks or projects in response to changes in Salesforce.
- Collaborate with other teams in Asana to ensure that all work needed to close deals is completed efficiently.
- Automate handoffs between the pre and post-sales teams once the deal is closed.
- Connect Salesforce marketing data with Asana tasks and projects to understand the impact of marketing efforts on the business.
- Use Asana to coordinate with design, content, and web development teams to ensure that all work supporting marketing campaigns is aligned and completed on time.
- Automate marketing processes by triggering the creation of Asana tasks or projects in response to changes in Salesforce.
- Connect Salesforce customer support data with Asana tasks and projects to understand the impact of work on customer satisfaction.
- Use Asana to coordinate with other teams to resolve customer issues quickly.
- Automate service processes by triggering the creation of Asana tasks or projects in response to changes in Salesforce.
Product development teams:
- Connect Salesforce product data with Asana tasks and projects to understand the impact of product development on the business.
- Use Asana to collaborate with designers, engineers, and other stakeholders to plan and execute product development projects.
- Automate product development processes by triggering the creation of Asana tasks or projects in response to changes in Salesforce
Looking for Salesforce Integration Services?
Send us your requirements, we will get back to you with a quote
How to integrate Salesforce and Asana, follow these steps:
The Asana Salesforce integration is available for
- Asana business or Asana Enterprise customer
- Salesforce unlimited or Salesforce Enterprise customer.
- It is optimized for Salesforce lighting and compatible with Salesforce Classic
The installation can be natively from Salesforce or using a low-code or no-code automation platform.
You can perform native integration by selecting Asana for Salesforce from the Salesforce App Exchange, syncing the data between Asana and Salesforce, and setting up how the Asana component shows up on the Salesforce page by customizing the look and feel of the visual force pages.
To integrate Salesforce and Asana, you can follow these steps:
- Log in to your Salesforce account and go to the AppExchange.
- Search for the Asana integration app and click “Get it Now“.
- Follow the prompts to install the app in your Salesforce account.
- Once the app is installed, log in to your Asana account and go to the integration settings.
- Click on the “Add New Integration” button and select Salesforce from the list of integrations.
- Follow the prompts to authorize the integration and choose which Salesforce objects you want to sync with Asana.
- Customize the integration settings to your liking and click “Save“.
After you have completed these steps, the two platforms will be integrated, and you can start syncing tasks and projects between Salesforce and Asana. You can also use the integration to create tasks in Asana from Salesforce records, and to view and update Salesforce records from within Asana.
You can then set up automation rules to trigger tasks in Asana as and when a project is closed in Salesforce, or a new sales opportunity is created from Salesforce.
The native Salesforce Asana integration is useful for simple data sync and transfer between the two platforms. However, it may not be the most efficient solution for more complex processes.
For example, if you need to combine data from multiple sources, add or remove Salesforce records in bulk, sync data present in Asana and Salesforce to other applications, or include data in custom fields, you may need to use a more powerful automation platform.
Similarly, if you need to schedule data sync or transfer at specific time intervals, the native integration may not provide the necessary functionality.
In these cases, it may be more beneficial to use a general automation platform such as Zapier, Integromat, or Workato. These platforms allow you to create complex automation workflows and integrate with a wide range of tools and systems, including Salesforce and Asana.
- GAP is a low-code drag-and-drop visual editor that helps build API integrations between multiple applications in a matter of minutes.
- With GAP, you can create complex multi-step custom triggers and rules to automate a large number of operations.
- Along with Asana and Salesforce integrations, GAP allows you to perform mission-critical operations, orchestrate Asana and Salesforce automation and improve productivity at scale.
- Utilizing a general automation platform for Asana Salesforce integration enables businesses to set up end-to-end data automation that can quickly resolve data quality issues between systems, manage exceptions, errors, and notifications centrally, and even assist in adjusting the rate of speed from real-time to custom intervals.
To integrate Salesforce and Asana with a general automation platform, you can follow these steps:
- Choose a general automation platform that supports integration with Salesforce and Asana. Some popular options include Zapier, Integromat, and Workato.
- Sign up for an account with the automation platform and log in.
- Create a new automation, also known as a “zap” in Zapier or a “scenario” in Integromat.
- Select Salesforce as the trigger for the automation, and choose the specific trigger event that will start the automation (e.g. a new lead is created).
- Select Asana as the action for the automation, and choose the specific action that will be taken (e.g. create a new task).
- Configure the details of the automation, including any additional steps or conditions that you want to include.
- Test the automation to make sure it is working correctly.
- Activate the automation and start using it to automate your workflows between Salesforce and Asana.
By using a general automation platform, you can easily set up integrations between Salesforce and Asana and automate a wide range of tasks and processes. You can also use the platform to integrate with other tools and systems, allowing you to create complex automation workflows to streamline your work.
Also, read: Salesforce Slack Integration: A Complete Guide
What can you do with the Asana Salesforce Integration?
With the Asana Salesforce integration, you can sync tasks and projects between the two platforms, allowing you to manage your work in one place while still having access to the data and functionality of both systems. Here are some specific things you can do with the integration:
- Create tasks in Asana from Salesforce records: You can create a new task in Asana directly from a Salesforce record, such as a contact, lead, or opportunity.
- View and update Salesforce records from within Asana: You can view Salesforce data within Asana, such as the status of a lead or the details of an opportunity. You can also update Salesforce records directly from Asana, such as changing the status of a lead or adding notes to an opportunity.
- Sync tasks and projects between the two platforms: You can sync tasks and projects between Salesforce and Asana, so that you can work on tasks and projects in Asana while still having access to all of the data and functionality of Salesforce.
- Collaborate with your team: You can use Asana to collaborate with your team and track progress on tasks and projects, and the integration will keep Salesforce updated with the latest information.
The Salesforce Asana integration allows you to seamlessly integrate your sales, customer relationship management, and project management workflows, so that you can work more efficiently and effectively.
When Salesforce and Asana are combined into a single interface, employees no longer have to switch between several tabs to communicate issues or project progress with their coworkers or managers, ensuring the seamless operation of a business. You can check Cynoteck Salesforce apps for enhancing the Salesforce development services user experience – most of them are publicly available on AppExchange. Our primary focus is on business benefits and user experience, with the rest covered by the Salesforce environment i.e., security, scalability, reliability, etc.
Everyone working for the company has an equal vantage point on the project’s progress, enabling your company to grow and your workforce to achieve their full potential. Cynoteck is a team of certified Salesforce Development Professionals who are highly skilled at extending the capabilities of your existing system by developing and integrating Salesforce CRM.
Frequently Asked Question about Asana Salesforce Integration
A: The Salesforce Asana integration is a way to sync tasks and projects between the two platforms, allowing you to manage your work in one place while still having access to the data and functionality of both systems. You can also use the integration to create tasks in Asana from Salesforce records, and to view and update Salesforce records from within Asana.
A: To set up the integration, you will need to log in to your Salesforce account and install the Asana integration app from the AppExchange. Then, log in to your Asana account and go to the integrations settings to authorize the integration and choose which Salesforce objects you want to sync with Asana. You can then customize the integration settings to your liking and click “Save”.
A: Yes, you can use the integration to automate your workflows between Salesforce and Asana. For example, you can set up the integration to automatically create a new task in Asana whenever a new lead is created in Salesforce. You can also use a general automation platform, such as Zapier or Integromat, to set up more complex automation workflows between the two platforms.
A: To view and update Salesforce records from within Asana, you can use the Salesforce integration app. When you create a task in Asana, you can choose to link it to a Salesforce record. This will allow you to view the record within Asana and make updates to it directly from the task. You can also use the integration app to view Salesforce data within Asana, such as the status of a lead or the details of an opportunity.
A: Yes, you can sync tasks and projects between Salesforce and Asana using the integration. This allows you to work on tasks and projects in Asana while still having access to all of the data and functionality of Salesforce. You can choose which tasks and projects you want to sync, and the integration will keep the two platforms up to date with the latest information.