Sync'ing Asana Tasks to Native Salesforce tasks

[Eric_Viglotti]

Hello,

I am new to Asana but am very interested in the Asana/Salesforce integration. We have this all installed and setup and I realize I can “see” Asana projects and tasks within the SF app/widget, but these are still not native Salesforce tasks that many of my users are accustomed to. Have others ever experienced this as a shortcoming and tried to address this with some form of automation? I tried looking into Zapier, but their integration has to be built one by one every single time a project is created, making it a bit unusuable.

This thread seemed to bring this up previously too:

How to link Asana's tasks with Salesforce's "Task"

The following topics and Is there a way to link Asana tasks and Salesforce tasks and have them update each other’s status? I am able to create Asana projects and tasks from Salesforce using Process Builder. As requested by a customer, Salesforce users use Salesforce tasks, Asana users use Asana tasks, and it would be great if they could be automatically linked to each other.

Thanks!

[anon24615357]

I am interested in the answer to this question as well and will be following! Thank you!

[Gabe_Kressel]

Yes, this is a common challenge with the Asana/Salesforce integration since Asana tasks are not treated as native Salesforce tasks. To address this, you can set up an automation that syncs Asana tasks to Salesforce tasks, keeping both systems in alignment. While Zapier can work, it requires manual setup for each new project, which is time-consuming.

For a more scalable solution, consider using Skyvia, which allows you to automate the synchronization between Asana and Salesforce in bulk, ensuring tasks are updated across both platforms without manual intervention.

[Eric_Viglotti]

Great to know, hadn’t heard of Skyvia, will check it out!