ASANA AND SALESFORCE INTEGRATION

Two-way sync between Asana and Salesforce

Sync every record, work item, and account context bidirectionally between Asana and Salesforce. Deploy without engineering. Enterprise-grade security and scale.

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

Trusted by Fortune 500 companies and global brands

Sync anything between Asana and Salesforce

Two-way sync across every field, hierarchy, and relationship.

Asana

Supported object types

Tasks Subtasks Milestones Approvals Projects Portfolios Teams

Supported field types

String fields Number fields Date fields User fields Single select fields Multi select fields Comments Attachments Tags Full custom field support

Salesforce

Supported object types

Cases Opportunities Accounts Leads Contacts Campaigns + All additional native objects + All custom objects

Supported field types

String fields Number fields Datetime fields User fields Boolean fields Picklists Comments Currency Percent Double References IDs Attachments Full custom field support

Real-time data sync with full control, no coding required

Custom sync rules

Use intuitive rules (conditions or filters) to determine exactly what data to sync, such as case priority, opportunity stage, account owner, project status, custom field, and more.

Deep field configurability

Configure your data flow field by field. Map any native or custom fields — including Salesforce custom fields and Asana custom fields — and define flow direction for each, with item matching to prevent duplicates.

Full relationship support

Sync hierarchies and lookup fields across tools, keeping accounts, opportunities, cases, Asana projects, tasks, and sub-tasks fully intact across Salesforce and Asana.

Historical data sync

Sync historical records from any point in time, across even the largest datasets. Unito is purpose-built for enterprise-scale alignment across all your tools.

Comment & attachment support

Sync comments and attachments across Salesforce and Asana — including public Chatter posts and internal discussion threads — so customer-facing teams and delivery teams always have full context, wherever they work.

Live data transformation

Transform data in real time with transformers to combine fields, convert HTML to text, extract values, or apply custom string logic through JSON settings.

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

Connect Asana and Salesforce with an intuitive, out-of-the-box solution that allows for full configurability of your integration. No custom logic, scripting, or engineering-led setup required.
Abstracted complexity

Lower total cost of ownership

Most iPaaS tools drive up cost with long rollouts and heavy upkeep. Unito lowers TCO with fast time to value, and no specialized headcount to maintain or scale integrations.
Lower total cost of ownership

Scalability and resilience

Maintain real-time data consistency across datasets of any size. Unito's auto-scaling, intelligent API throttling and automatic recovery ensure uptime even during peak loads and tool downtimes.
Scalability and resilience
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.

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Bidirectional 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

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

Can a Salesforce case automatically create an Asana task with account context?

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.

Do Salesforce picklists sync with Asana single-select fields?

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.

Can Salesforce account fields like ARR or renewal date sync to Asana?

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.

Does setting up the sync require Salesforce admin access?

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.

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