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Connect Salesforce to Asana
Technical Integration Guide & Cost Analysis
Integration Status
Salesforce offers a native integration with Asana. For most standard use cases (basic contact sync, simple order transfer), this built-in connection is sufficient and free.
Data Flow Architecture
Salesforce Asana Integration Overview
Connect Salesforce to Asana and automate workflows for faster sales cycles and improved customer satisfaction.
Primary Use Case
Sync Salesforce leads and opportunities to Asana for unified sales pipeline visibility and automated task assignment.
medium
30 minutes
Field Mappings
Detailed mapping of how fields sync between systems.
tasks
| Source Field | Type | Target Field | Direction | Notes |
|---|---|---|---|---|
| Subject | string | name | bidirectional | Task title/subject. |
| ActivityDate | date | due_date | bidirectional | Task due date. |
Frequently Asked Questions
Does Salesforce integrate directly with Asana? ▼
Yes, Salesforce has a native integration with Asana. It is available directly within the Salesforce app marketplace.
Is the connection between Salesforce and Asana secure? ▼
Yes. This integration typically uses OAuth 2.0, meaning you grant permission via a secure login window. You do not need to share your raw password, and you can revoke access at any time from your Salesforce security settings.
Is the sync one-way or two-way? ▼
This is typically a one-way sync: Salesforce → Asana. Changes in Asana do not sync back to Salesforce.
Will existing data in Salesforce sync to Asana? ▼
Usually, no. Most native integrations are "forward-looking," meaning they only sync data created or updated *after* you activate the connection. To move historical data, you will likely need to perform a one-time CSV export/import manually.