Asana Salesforce Integration

January 25, 2022in Salesforce

Can Asana and Salesforce integrate? Is the Asana Salesforce integration difficult to implement?

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This integration is available to Asana Enterprise or higher customers who also have a Salesforce Enterprise, or Unlimited account. It’s optimized for Salesforce Lightning but also compatible with Salesforce Classic. Here’s how to set up the integration: Visit Asana for Salesforce in the Salesforce AppExchange.

Asana for Salesforce

Streamline collaboration throughout the sales cycle to deliver amazing customer experiences and connect goals to monitor impact and make informed business decisions.

With Asana integrated with Salesforce you can:

Move deals forward: Remove bottlenecks by enabling sales, customer success, and service teams to communicate directly with their support teams in Asana. Share attachments and create actionable, trackable tasks for pre-sales needs.
Simplify customer handoff: Automatically kick off customer implementation and onboarding work with customizable project templates when customers reach key opportunity stages. With Service Cloud, connect your implementation and service teams with supporting teams in Asana to deliver amazing customer experiences.
Automate crucial sales workflows: Use Salesforce’s Process Builder to trigger the creation of tasks and projects in Asana, ensuring important steps aren’t missed in your deal cycle.
Monitor business impact: Connect Salesforce with Asana Goals to make informed business decisions. With Salesforce for Asana Goals, you can automatically link the progress of deals to goals without manual updates.

Can Asana track sales?

You can also use custom fields to track accounts as they move through the sales process. By assigning them to stages like “new lead,” “contacted lead,” “opportunity,” “unresponsive,” and more. Forms help you capture and keep track of lead information from prospects and existing customers.

Asana is built on Amazon Web services which facilitates some kind of flexibility needed on several fronts along with scalability.

You get your favorite work management and CRM tools together at last. Asana for Salesforce allows you to drive seamless collaboration between sales and other teams so you can deliver amazing customer experiences.

Connect Salesforce with Asana Goals to make informed business decisions. With Salesforce for Asana Goals, you can automatically link the progress of deals to goals without manual updates.

Asana is an American software company based in San Francisco. Their flagship Asana service is a web and mobile “work management” platform. Designed to help teams organize, track, and manage their work. Asana, Inc. was founded in 2008 by Dustin Moskovitz and Justin Rosenstein.