How To Integrate Asana With Salesforce: 9 Simple Steps

Asana is a work management tool and around 85% of Fortune 100 companies use this tool to streamline their workflow. Whereas, Salesforce is a robust CRM software leading in customer relationship management, used by over 150,000 companies.

Not only this, but both Salesforce and Asana tools are powerful in their own specialty areas. However, most organizations need to understand how both tools are boosting productivity. Instead, they focus on Salesforce for CRM activities and Asana for basic project management to store basic details. 

So, suppose your business is utilizing these tools in isolation and not seeing the expected productivity. In that case, it is the right time for you to explore how you can really harness the full potential of these tools. This blog addresses the Asana Salesforce integration steps and integration benefits to help your business achieve new heights. 

Overview of Asana and Salesforce

Asana is a comprehensive work and project management tool that allows teams to track records of tasks, monitor their progress, communicate in real-time, and delegate responsibilities. It ensures every team is on the same page.

Asana eases the work of project managers by bringing projects and communication into a unified platform. It is the perfect tool to manage deadlines and avoid confusion.

On the other hand, Salesforce is cloud-based CRM software, ideal for all businesses from startups to large enterprises. It is a unified platform that brings the service, sales, and marketing teams to work together. Salesforce offers numerous tools to manage marketing campaigns, qualified leads, etc. 

Key Features offered by Asana

Asana offers a wide range of features. It is a task management tool offering a wide range of features for projects, workspaces, and more to manage tasks related to teams. To learn more about the key features in detail, you can read the following pointers.

1. Communication Tools

Asana offers various tools and options to empower cross-team collaboration. Different teams can come together on a platform to see the task status and add comments, ensuring exact requirements. This platform allows clear feedback by enabling team members to comment directly on images or PDFs. These comments transform into actionable tasks, facilitating tracking.

Managers also benefit from Asana project management as it provides a devoted place for team messages. It allows rich text features in larger text fields, which leads teams to convey clear and organized messages in bullet lists. Asana simplifies global communication as it is currently available in various languages including English, Russian, Italian, Spanish, German, etc. 

On the other hand, Salesforce CRM improves communication and gives customers, agents, and retailers access to all the required information.

2. Work Management Tools

Asana offers a wide range of tools to provide seamless work management services including projects, tasks, subtasks, task assignees, due date & due time, start date, timelines, and attachments. 

This tool is designed for efficiency, offering multi-home tasks to integrate work across different projects without duplicity. Also, it provides templates streamlining project launches and its approval feature allows every task to receive the required clarity. 

3. Reporting Tools

Asana ensures a seamless reporting experience with various features designed to keep projects on track. You can effortlessly link your daily tasks to manage company goals while deciding clear objectives that keep team members motivated.

It leads to organizing your important projects and monitoring their status in a list view. Additionally, it allows real-time project status updates to help you share details with the relevant customers or stakeholders. Asana also provides real-time charts of dashboards to ensure where the project may go off track with the export chart abilities. 

4. Team Management Tools

Asana provides powerful team management features that help organize projects. With this, businesses can connect teammates on a task with a shared calendar and messages. It even gives privacy controls, enabling limited access to any project to create teams for secure and sensitive work or make it public.

Organize your key projects with a streamlined list view and keep everyone in the loop with real-time updates, including sharing vital details with stakeholders and clients. In addition, Asana’s real-time dashboards and exportable charts offer instant insights into your project’s trajectory, helping you catch and address any issues before they escalate. 

5. Easy Integration with Existing Systems

Asana is an ideal work management platform that integrates with more than 300 apps. It even includes various tools that businesses use daily such as Google Drive, Slack, and more. In addition, this brings the tools together that you relies on, rather than complicating the existing technology infrastructure.

This tool enables businesses to integrate their workplace applications and bring all the tools and data in one space. The goal of Asana is to connect your existing systems effortlessly. 

These are the top features of Asana. Now, if you are in a dilemma about why to integrate both tools, knowing the crucial benefits of Asana Salesforce integration will help clear all the doubts. 

Benefits of Asana and Salesforce Integration

Asana Salesforce integration offers a well-mannered CRM and sales. It enables sales teams to connect with other departments throughout the sales cycle seamlessly. It also provides various crucial advantages including seamless sales activities, enhanced visibility, and more. Here are the key benefits of integration;

1. Seamless Transition in Post-Sales Activities

Asana and Salesforce integration removes all the hurdles by enabling sales, service, and customer success teams to communicate with their support teams in Asana. So, this allows to share attachments and create actionable tasks for seamless post-sales activities. 

It also simplifies customer onboarding work by providing customizable project templates. When customers reach the key opportunity stages, they can utilize the templates. With the Salesforce Service Cloud, businesses can connect their service and implementation teams with Asana’s supporting teams. It will eventually help deliver amazing customer experiences. 

2. Automate Workflows by Using Flow Builder 

Asana Salesforce integration allows businesses to set up automated workflows by using Flow Builder. It leads to automate any Asana work requests. This minimizes the potential risk of missing important measures in the sales process, leading to minimized manual work. 

The integration streamlines the automated workflow of various tasks, leading to real-time updates. It ultimately reduces data quality mistakes that can occur between two systems. In addition, automation helps businesses to save time and boost productivity.

3. Monitor Overall Business Impact

Asana and Salesforce integration helps make more informed decisions. Businesses can connect Salesforce with Asana goals to manage the overall business impact. It automatically connects the deal progression to goals without the need for manual updates. 

4. Simplifies Complex Projects to Boost Visibility

Asana Salesforce integration allows better team alignment. The integration breaks down silos to connect the relevant work through teams. It will help to manage the projects by knowing the project status.

Knowing about every detail of the project work allows to avoid any possible bottlenecks. It will continue the sales deals progress and enable them to move forward.

These are the significant benefits of Asana and Salesforce integration. However, if you want to leverage the capabilities of both tools together, it is vital to know the steps to integrate these tools.

Asana Salesforce Integration with in 9 Simple Steps

Here are the simple steps of Asana Salesforce integration:
Step 1: Open the Salesforce AppExchange and search “Asana for Salesforce”.

Or you can directly click on setup (top right side on the page) from the Salesforce home page. Then, you can manually search (AppExchange Marketplace) in quick find and search “Asana for Salesforce”.

Step 2: After searching Asana for Salesforce, you have to click on “Get It Now.” It will redirect you to “Where do you want to install Asana for Salesforce”- “Install in this org or install in a Sandbox org.”

Step 3: You have to click on “Install in this org> agree to terms and conditions> confirm and install.”

Step 4: Now, a pop-up will come on the screen, you have to agree to terms and conditions and click on confirm and install.

Step 5: Now, you have to choose from Install for “Admins only or all users or specific profiles as per your requirements” and click on Install.

Step 6: A pop-up will come on the screen to approve third-party access, you have to grant access and select continue.      

Step 7: Now, the process of installing starts (it may take a few minutes)

Step 8 (8.1): Now, you have to go to the setup page again and search in the apps section (top left corner) for Asana.

8.2: Then you have to log in to your Asana account.

8.3: You have to click on the option of “link your account.”

Yes! That’s it, following the above steps enables you to integrate Asana with Salesforce successfully.

Summing Up

By integrating Salesforce and Asana, businesses can harness the capabilities of both tools. This integration allows businesses to get more value by taking sales teams to connect seamlessly with other teams. It will also help them to start to close deals quickly and make the sales process faster. 

However, if you want to implement Asana Salesforce integration and are unsure how to do this, our Salesforce CRM integration services will support you throughout the journey. At Cyntexa, we understand the unique requirements of every business and offer various integration solutions to fulfill your integration expectations. Our support will lead you to a seamless integration journey and harness the full potential of Asana and Salesforce to drive the most effective results.