Unito Two-Way Sync

Asana and Salesforce Integration: Deep, Bidirectional Sync

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

Book a free demo
  • Asana Technology Partner
  • 4.5 on G2
  • SOC 2 Type 2

How teams connect Asana and Salesforce

Pick the setup closest to yours. Asana tasks sync with any native or custom Salesforce object.

  • Tasks
    Items sync both ways between Asana and Salesforce
    Cases

    Route customer requests to project teams

    When a case is found in Salesforce, create a matching task in Asana and keep them in sync.

    Status and comments sync both ways, so account teams follow the project team's Asana work from the Salesforce case and keep the customer posted.

    Book a free demo
  • Projects
    Items sync both ways between Asana and Salesforce
    Opportunities

    Kick off projects when deals close

    When an opportunity is found in Salesforce, create a matching project in Asana and keep them in sync.

    Each product on the won opportunity becomes a task in the Asana project, and description and attachments sync both ways, so onboarding starts on full scope.

    Book a free demo
  • Tasks
    Items sync both ways between Asana and Salesforce
    Tasks

    Share tasks between sales and project teams

    When a task is found in either tool, create a matching task in the other and keep them in sync.

    Status and due dates sync both ways, so sales reps in Salesforce and project teams in Asana work one shared list of customer follow-ups.

    Book a free demo
See every field Asana and Salesforce support

Trusted by Fortune 500 companies and global brands

Watch Asana and Salesforce sync both ways

This 8-minute demo builds a sync between two tools from scratch: pick what to sync, map the fields, then watch a change in one tool land in the other. Your fields will differ. The steps won't.

Demo video:
Asana and Salesforce 2-Way Sync

Everything Unito syncs between Asana and Salesforce

Choose which tool creates new items and which way each field syncs, so Salesforce cases can create Asana tasks while status and comments update both ways. Set rules on field values to decide which cases and tasks sync.

Asana

Supported object types

  • Tasks
  • Subtasks
  • Milestones
  • Projects
  • Portfolios
  • + All task types

Also syncs

  • Comments
  • Attachments
  • Subtasks
  • Dependencies
  • Hierarchies
  • Rich text

Supported fields

Two-way

  • Task name
  • Description
  • Status
  • Assignee
  • Due date
  • Start date
  • Tag
  • Blocking
  • Comment
  • Parent
  • Section
  • Subtask
  • Attachment

One-way (read only)

  • Task type
  • Project
  • Created by
  • Workspace
  • Completed at
  • Actual time
  • Completed by
  • Completion date
  • Created at
  • Link to task
  • Updated at
  • Task ID

Salesforce

Supported object types

  • Tasks
  • Cases
  • Contacts
  • Accounts
  • Leads
  • Opportunities
  • + All native & custom objects

Also syncs

  • Comments
  • Attachments
  • Subtasks
  • Hierarchies
  • Rich text

Supported fields

Two-way

  • Subject
  • Status
  • Priority
  • Due date
  • Attachments
  • Comment

One-way (read only)

  • Account
  • Related to
  • Is closed
  • Contact/lead
  • Last modified date
  • Created
  • URL
Book a free demo

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.

Schedule your free demo

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.

AICPA SOC 2 for Service Organizations

SOC 2 Type 2 certified

GDPR and California Consumer Privacy Act compliance

GDPR and CCPA compliant

  • SSO
  • Secure from end to end
  • Access controls and flow permissions
  • Centralized monitoring tools
  • No data stored by Unito

See how teams succeed with Unito

See all case studies

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

Frequently asked questions about Asana and Salesforce

How does Unito compare with other ways to integrate Asana and Salesforce?

Asana’s built-in Salesforce integration (Advanced tier and up) is one-way: it creates and updates Asana tasks from Salesforce changes but writes nothing back. Unito syncs both ways. See our Asana + Salesforce integration guide for a full comparison.

Is there a native Asana-Salesforce integration, and what does it not cover?

Yes, one-way into Asana. Asana’s built-in Salesforce integration (Advanced tier and up) creates and updates Asana tasks when Salesforce records change; nothing is written back to Salesforce. The older Asana for Salesforce AppExchange app was retired on February 27, 2026.

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

Yes. A Unito flow can turn a Salesforce case into an Asana task, with the case subject syncing two-way and comments and attachments carrying across. Sync speed depends on webhooks or polling, so updates are fast but not guaranteed 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.

Is this true bidirectional sync or one-way automation?

Bidirectional. Asana task name, description, status and assignee sync two-way, as do Salesforce case subject and contact names. Flow direction and per-field direction are set separately, so even a one-way flow can sync field updates both ways.

Can I sync only some Salesforce records or Asana tasks rather than everything?

Yes. Unito rules limit a flow to items matching specific tags, assignees or statuses, and an item syncs only when every condition on the rule is met. Rules can also trigger actions, such as auto-assigning a synced task to a specific person.

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

Integrate Asana with Jira

Integrate Asana with Azure DevOps

Integrate Asana with ServiceNow

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 ↗

Popular Tool Pairings

Integrate Salesforce with Jira

Integrate Salesforce with Zendesk

Integrate Salesforce with Monday.com