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Sync anything between Asana and Salesforce
Two-way sync across every field, hierarchy, and relationship.
Asana
Supported object types
Supported field types
Salesforce
Supported object types
Supported field types
Real-time data sync with full control, no coding required
See how teams succeed with Unito
Enterprise-grade sync without the enterprise-grade complexity
Enterprise-grade deal-to-delivery sync usually arrives with weeks of services hours. Unito brings the same reliability between Asana and Salesforce with self-serve setup and field-level configurability.
Abstracted complexity
Lower total cost of ownership
Scalability and resilience
Enterprise-grade control and reliability
Unito is designed to meet the highest standards of security and performance.
SOC 2 Type 2 certified
GDPR and CCPA compliant
- SSO
- End-to-end encryption
- Access controls and flow permissions
- Centralized monitoring tools
- No data stored by Unito
Run post-sale work in Asana with deal context attached.
A Salesforce case from a top account hits the queue. The CS lead needs delivery to pick it up; the PM needs to know which account is at risk. Unito links the case to an Asana task with ARR, deal stage, and renewal date attached.
Schedule your free demoBidirectional case-to-task sync with Chatter comments
A flagged Salesforce case creates a linked Asana task with priority, owner, and Chatter comments. Status, sub-task progress, and due date flow back to the case automatically.
Surface account context for PMs and CSMs
Account name, ARR, deal stage, and renewal date map to Asana custom fields. PMs and CSMs see what is at stake without opening Salesforce or pinging the account owner.
Mark Salesforce cases as Asana ships the work
When the Asana task closes, status and resolution sync to the Salesforce case. CS reaches the customer proactively instead of finding out from a release note a week later.
Advanced syncing use cases for Asana Salesforce workflows
Route customer cases into delivery work
A flagged Salesforce case creates a linked Asana task carrying priority, account context, and Chatter comments. Sub-tasks map to incident tasks. Status and assignee flow back so account managers see live progress without leaving Salesforce.
Skip admin tickets on field changes
Salesforce picklists like opportunity stage map to Asana single-select fields. New picklist values create new Asana options automatically. Sales fields stay editable on either side; both reflect the latest values without admin tickets.
Plan strategic accounts in Asana
Each strategic Salesforce account creates an Asana project from a template. Account fields like ARR, owner, and renewal date map to project custom fields. CSMs run the post-sale plan in Asana while sales sees account-plan progress in Salesforce.
See how you can sync Asana and Salesforce with Unito
Book time with an integration expert who can help solve your specific workflow integration challenges.
What to expect
- A 15-30 min call to assess your workflow and integration needs
- A solutions overview of Unito’s sync platform
- Hands-on help to get started and support your evaluation
About Asana
Asana is a leading work management platform that helps teams organize, track, and manage their work. From simple task lists to complex project portfolios, Asana gives teams the clarity they need to move faster.
Learn more about Unito's Asana integrations ↗Popular Tool Pairings
About Salesforce
Salesforce is the world's leading CRM platform, helping businesses manage customer relationships, sales pipelines, service cases, and marketing campaigns in one unified cloud environment.
Learn more about Unito's Salesforce integrations ↗Frequently asked questions about Asana and Salesforce
Yes. A flagged Salesforce case can create an Asana task automatically, with priority, account context, and Chatter comments mapped. Status and resolution sync back to the case in real time.
Yes. Picklist values map to Asana single-select options. New picklist values create new Asana options automatically, so sales fields stay in lockstep without admin tickets.
Yes. Account name, ARR, deal stage, owner, and renewal date map to Asana custom fields on the linked task or project. Direction is set per field.
No. Any Salesforce user with access to the relevant records can configure flows. Salesforce admin access is not required for setup or ongoing field changes.