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Connect Asana to Salesforce
Automate Asana and Salesforce with AI
Implementation and success teams track delivery in Asana while Salesforce holds the account record. Your Operator agent on OpenClaw creates task bundles when an opportunity closes, writes progress summaries back to the Salesforce activity timeline, and updates health fields when milestones slip. Tell it an account name and it shows open Asana work next to the latest CRM notes.
It reaches both apps directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh, so there is no Zap to build and no API keys to paste.
What your agent can do with Asana and Salesforce
What your agent does in Asana
Add Followers to Project
Tool to add followers to a project in Asana. Use this tool when you need to add one or more users as followers to a specific project. Followers will receive notifications when tasks are added to the project.
Add Followers to Task
Tool to add followers to a task in Asana. Use this tool when you need to add one or more users as followers to a specific task. This will notify them of updates to the task.
Add item to portfolio
Add a project (or other supported item) to an Asana portfolio using the native addItem endpoint. Use when a workflow needs to attach a newly created project to a portfolio without using ASANA_SUBMIT_PARALLEL_REQUESTS.
Add Members to Project
Tool to add users to a project in Asana. Use this tool when you need to add one or more users as members to a specific project. Members can view and contribute to the project.
Add Project to Task
Tool to add a project to a task in Asana. Use when you need to associate a task with a project. Optionally position the task within the project using insert_before, insert_after, or section parameters.
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. Use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in Asana.
What your agent does in Salesforce
Add contact to campaign
Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
Add lead to campaign
Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...
Add product to opportunity
Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...
Associate contact to account
Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.
How it works
Tell the agent what you want to happen between Asana and Salesforce, for example to watch one and act in the other, or to keep the two in step. It reads what it needs from Asana, works out what to do, and runs the matching action in Salesforce without you mapping a single field.
You can have it run once, on a schedule, or whenever something changes. Ask it for a status any time and it reads the latest from both apps back to you in the same chat.
Common questions about Asana and Salesforce
- How do I connect Asana and Salesforce to Operator?
- You authorize Asana and Salesforce once each from your Operator dashboard. Operator holds both connections and refreshes the access tokens for you, so your agent keeps working across them without you signing in again.
- What can my agent do across Asana and Salesforce?
- Tell it the job and it moves between Asana and Salesforce as one task, choosing which actions to run on each side. There is nothing to map and no trigger to configure; you give instructions the way you would to a person.
- Can my agent keep Asana and Salesforce in sync?
- Yes. It can watch Asana and act in Salesforce, or keep both in step, reading from one and running the matching update in the other. This runs on demand when you ask or on a schedule you set.
- Do I need to build a workflow or write code?
- No. There is no workflow to build, no fields to map, and no API keys to paste. Operator manages both connections, and you give the agent instructions in plain language.
Asana and Salesforce integrations
Put your agent on Asana and Salesforce
Sign in, connect both apps, and hand your agent the work. The same setup reaches every app in the catalog. Your first week is free.
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