In this video, get an overview of the Asana for Salesforce integration. Click "Next" to continue with the next video. See how to get started setting up the Asana for Salesforce integration.
This integration is available to Asana Business and Enterprise customers who also have a Salesforce Enterprise, or Unlimited account. It’s optimized for Salesforce Lightning but also compatible with Salesforce Classic.
With Asana for Salesforce, your teams can:
- Break down silos: Drive greater team alignment by connecting the relevant work happening across Salesforce and Asana.
- Boost project visibility: Know where every piece of work stands so you can get ahead of bottlenecks and keep deals moving forward.
- Kick off work on time, every time: Auto-generate projects and use custom project templates to move customers through the funnel as they reach key opportunity stages.