New leads in Salesforce — Subtasks in asana

The scenario catches new leads in Salesforce and creates subtasks in asana. Runs on its own, no manual copying.

  • Every new client from Salesforce gets a task created in asana automatically.
  • No lead is left without a response.
  • Your team works off tasks, not memory.
Asana
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How it works

To pass leads from Salesforce to Asana automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Copper
  2. Then: Asana

You can launch this Salesforce + Asana integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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