Asana for Salesforce integration

Drive seamless collaboration throughout the sales cycle to deliver amazing customer experiences.

Asana for Salesforce integration

Curriculum

Course Overview 12 min (Show All)

About this course

About this course

This course has 3 short videos. You'll see an overview of the Asana for Salesforce integration, how to get set up connecting the integration, and tips for how to automate processes across the two platforms. 

With Asana for Salesforce, your teams can:

  • Break down silos: Drive greater team alignment by connecting the relevant work happening across Salesforce and Asana.
  • Boost project visibility: Know where every piece of work stands so you can get ahead of bottlenecks and keep deals moving forward.
  • Kick off work on time, every time: Auto-generate projects and use custom project templates to move customers through the funnel as they reach key opportunity stages. 

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.