Techila
Techila/Integrations/Salesforce integration.
As
[ Productivity ]Made by AsanaAsana Rules

Salesforce
Asana integration.

How Asana's own Salesforce app turns Salesforce events into Asana tasks, which plans include it, and when you need more than rules.

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The Salesforce Asana integration is Asana's own Salesforce app. It works through Asana Rules: a Salesforce event, such as an opportunity closing or being won, can create or update tasks in Asana, add comments or collaborators, or map revenue data into Asana. Asana says it is available on the Advanced, Enterprise and Enterprise+ tiers.

[ How it works ]

Is the old Asana app on the Salesforce AppExchange still supported?

No. Asana says the legacy Asana app on the Salesforce AppExchange has been deprecated and is no longer supported. The current integration is the Salesforce app in Asana, set up through Asana Rules.

[ The connector ]

Deals in Salesforce. Delivery in Asana.

Techila Global Services is a Salesforce Summit partner. We help sales and delivery teams agree which Salesforce events should start work in Asana, then set up the connection with your Salesforce admin and build and test the rules.

When rules are not enough, we scope the extra flows on Salesforce APIs or MuleSoft and support them after launch.

What does the Salesforce Asana integration do?

Asana's app page lists three uses for Asana Rules with Salesforce. Each starts with an event in Salesforce and ends with an action in Asana.

  • Hand-offs and intake: create tasks in Asana when opportunities are closed or won.
  • Updates: notify teams and take actions, such as adding a comment or collaborator, whenever a linked opportunity is updated.
  • Pipeline reporting: map revenue data into Asana to track pipeline progress.

What moves from Salesforce to Asana?

Salesforcevia Asana RulesAsana
  • Closed or won opportunity to new task (from Salesforce to Asana)
  • Linked opportunity update to comment (from Salesforce to Asana)
  • Revenue data into Asana (from Salesforce to Asana)
Shows the three uses Asana's Salesforce app page lists (read 10 November 2026). Asana describes Salesforce events driving actions in Asana; it does not describe Asana changes writing back to Salesforce.

Asana's page does not say that changes made in Asana are written back to Salesforce. If your team needs that, plan it as a separate flow.

Which Salesforce Asana integration option fits your team?

Salesforce and Asana integration options compared
OptionWhat it coversLimits
Asana's Salesforce app (Asana Rules)Salesforce events create or update Asana tasks, add comments or collaborators, map revenue dataAdvanced, Enterprise and Enterprise+ tiers only; Asana describes it one way, Salesforce to Asana
Legacy Asana app on AppExchangeNone for new set-upsDeprecated and no longer supported, Asana says
MuleSoft Asana connectorFlows between Asana and Salesforce and other tools, built by MuleSoft customersAsana lists a Mule 4 Asana Connector on Anypoint Exchange and says it is built by a third party
Custom API workAnything the rules do not cover, such as updates back to SalesforceYou own the build, mapping and monitoring

Our Salesforce integration services cover choosing and building any of these. See all connector pages for other productivity tools.

How do you set up the Salesforce Asana integration?

  1. Check your Asana plan is Advanced, Enterprise or Enterprise+.
  2. Install the Salesforce app in Asana. Asana recommends working with your Salesforce admin and following its installation guide.
  3. In the Asana project, open the Customize menu and choose Rules, then Add.
  4. Under rule triggers, pick the Salesforce trigger from the external triggers tab.
  5. Choose an action, such as Create a task, then click Publish rule.

Want the rules designed and tested for you? Book a discovery call.

[ Architecture ]

How does a Salesforce event become an Asana task?

How data moves between the two systems.

Salesforce

Opportunity closed, won or updated
↓

Asana Rules

Salesforce trigger · external triggers tab
↓

Asana

Tasks, comments, collaborators

[ What's included ]

What does Techila set up for Salesforce and Asana?

What the integration work covers.

/01
Trigger design
Which opportunity events should start work in Asana, and which should not.
/02
Project templates
Asana projects and tasks that each Salesforce event creates or updates.
/03
Installation with your admin
The Salesforce app connected and tested in a sandbox before live use.
/04
Write-back flows
Custom or MuleSoft flows where Asana status must reach Salesforce.
/05
Support after launch
Rule changes as your sales stages and delivery process change.

[ FAQ ]

Frequently asked questions.

What architects ask before commissioning a Techila integration.

Sources

Last reviewed:

  1. Asana, Salesforce + Asana (read 10 November 2026)
  2. Asana, MuleSoft + Asana (read 10 November 2026)

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