PRE-BUILT CONNECTOR

Connect Asana and Salesforce

ConnectJunction utilizes the full power of Salesforce’s APIs to provide zero-code integration between Salesforce and Asana, ensuring that project timelines and sales targets are synchronized. This two-way sync unlocks new levels of productivity and collaboration by aligning sales goals with project deadlines to track overall progress of the business. Use comprehensive reports and dashboards in Salesforce to track the progress of projects and tasks in Asana and monitor key performance indicators (KPIs) to understand how project timelines and task completion impact sales outcomes.

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Salesforce-native platform

Sync customer and project data.
Automate work from opportunity to delivery.

Access projects, tasks, and timeline updates from Asana in Salesforce to power project delivery and customer success workflows.

Team alignment and Accountability

  • Automated creation and updating of tasks in Asana from Salesforce, reducing errors and saving time
  • Evaluate productivity trends, such as how long it takes to complete certain types of deliverables
  • Sales teams can collaborate with project management, marketing, and other departments within Asana, keeping everyone informed and aligned.

Streamline Sales processes

  • Automatically generate Asana tasks from Salesforce opportunities, leads or cases
  • Measure the impact of completed projects on sales performance
  • Analyze how a delayed project affects sales commitment and adjust strategies accordingly

Optimize Task Management

  • Generate insightful reports and dashboards to reveal the impact of sales activities on project pipeline
  • Automatically generate Asana tasks from Salesforce opportunities, leads or cases
  • Automate triggers in Asana about critical updates or changes in Salesforce

POINT & CLICK PROJECT INTEGRATION

Your project operations in Salesforce
Unified.

Zero Code Plug-n-Play Integration​

Rapid setup and configuration in a few clicks thanks to 100% Salesforce-native architecture

Project Mapping Integration

Synchronize tasks, projects, portfolios, users, sections, and goals between Salesforce and Asana for enhanced visibility and streamlined workflow

Automate workflows

Create Asana tasks from Salesforce opportunities or cases, ensuring that follow-up actions are tracked and managed effectively

Extended Integration

Connect with timesheets and payroll apps to streamline task management and ensure accurate tracking of work hours and payroll data

data sync matrix

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Pricing

Subscription plans

Billed Annually in USD

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Discounted pricing is available for not-for-profits

Growth

Do More in Salesforce with Asana Data

$175 USD/month

  • Sync Products to Create Quotes
  • Automate Batch Invoicing
  • Accept Digital Payments
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Pro

Enhance Asana with More Data Sources

$250 USD/month

  • View Inventory in Salesforce
  • Automate Sales Order generation
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Plus

Comprehensive Solution for Advanced Needs

Custom pricing USD/month

  • Sync 3rd party Apps (e.g. Shopify)
  • Supports Static IP-based endpoints
  • Support for AI Agents
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Ready to unlock your data in Salesforce?

Empower users.
Delight customers.

Fuel your AI Agents with real-time insights

Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.

Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.

Access data residing
"as-is" elsewhere.

Avoid expensive integrations

Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.

Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.

Zero-copy
Agentic connections.

Bypass all ETL / data sync pains

The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.

The zero-copy architecture simply queries the data on-demand as and when needed.