Integrate Asana with Salesforce
Asana allows you to track your team’s work and manage projects clearly and effectively so that your business can stay in sync, hit deadlines, and reach your goals.
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
Popular Use Cases
Bring all your Asana data to Amazon Redshift
Load your Asana data to Google BigQuery
ETL all your Asana data to Snowflake
Move your Asana data to MySQL
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Integrate Asana With Salesforce Today
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Asana's End Points
Manage your Asana projects, creating descriptions, setting due dates, tracking progress, and more. This will help you better understand your team’s productivity and your effectiveness over time.
If you need an important piece of company-wide information, you can search among all tasks in all accounts. This can help you extract big-picture project insights with just a few clicks, allowing you to prepare your data for analytics.
Use these tags to track specific data or understand your progress, monitoring by things like workspace ID, tag notes, and more. This will allow for better, more detailed organizational structures.
A story represents an activity associated with an object in the Asana system. Tracking stories can help you understand your team’s progress, their interactions, and any pain points that they may be experiencing. Use this information to increase things like efficiency and employee satisfaction.
Control and understand the teams within your organization, then use these records for big-picture insights.
Salesforce's End Points
Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.