Sync Asana and Salesforce effortlessly with real-time two-way updates 

Keep Salesforce cases, opportunities, and Asana tasks aligned automatically with Unito’s two-way sync.

Sync anything in Salesforce, like Cases and Opportunities, and anything in Asana, like Tasks and Subtasks. Visual

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Your Asana-Salesforce setup in simple steps

Our team works with you to configure your integration needs from start to finish, tailored to your business workflows. Once it's live, Unito keeps everything in sync automatically, and your integration stays reliable, simple to adjust and effortless to maintain.

 

Illustration of how to set up a Salesforce and Asana flow

Why customers choose Unito

Two-way sync

True two-way sync,
out-of-the-box

Unito delivers intuitive, out-of-the-box two-way sync between Salesforce cases, opportunities, and Asana tasks. No specialized IT support needed—teams can configure and deploy quickly for fast time to value.

Configurable

Fully configurable,
no-code

Use no-code mappings, filters, and sync rules to tailor how Salesforce records flow into Asana. Sync cases, opportunities, custom objects, tasks, and more without disrupting team structures.

Enterprise scale

Enterprise-scale and
resilience

Built for customer-facing operations with heavy pipelines and active delivery work. Unito scales to keep Salesforce and Asana aligned through large volumes of updates.

HOW IT WORKS

Clear visibility from customer requests to project delivery

Connect Salesforce cases and opportunities with work happening in Asana. Sync tasks and record updates so sales, CS, and project teams always share the same real-time information—without switching tools or relying on manual follow-ups.

Illustration of a ticket management workflow with Unito

 

Example field mappings between Salesforce and Asana

Precise field mapping across Salesforce objects and Asana tasks

Connect Salesforce records and Asana tasks with clean, no-code field mapping. Sync key customer and delivery details such as:

  • Record names / task titles
  • Descriptions
  • Close dates / due dates
  • Owners / assignees
  • Stage, status, and custom fields

Fully customizable, no scripting needed.

Custom sync rules designed for any business workflows

Use sync rules to control when and how Salesforce records create or update tasks in Asana. Trigger work based on case priority, opportunity stage, or any custom field—so only the right items flow between teams. Even historical records can be synced without manual cleanup.

Example sync rules for a Salesforce - Asana workflow.

Built for every cross-platform workflow

Case management and follow-through

Sync high-priority Salesforce cases into Asana so cross-functional teams can coordinate actions, resolve issues, and keep customers informed.

Opportunity support and deal execution

Push opportunity-related tasks into Asana to manage pre-sale requirements, technical scoping, or cross-team deliverables.

Customer onboarding and delivery

Turn Salesforce records into structured Asana tasks to support onboarding plans, implementation steps, or post-sale project work.

Shared visibility across teams

Give sales, CS, and delivery teams a unified, real-time view of progress across Salesforce and Asana—no chasing updates.

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How SEKO Logistics cut manual work and saves $56,000 annually

SEKO Logistics integrated ServiceNow and Jira to eliminate manual ticket creation and updates. With Unito, they automated their escalation flow, reduced license costs, and saved 338 hours annually.

$56k saved annually
3,800 tickets synced weekly
338 hours saved annually
— Loren McDowell, IT Operations Manager
Unito isn’t just a nice-to-have — it’s a necessity once you realize how much time and effort it saves.
— Loren McDowell, IT Operations Manager

Enterprise-grade security and reliability

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SOC 2 Type 2 certified

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GDPR and CCPA compliant

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No data stored by Unito

Power your Asana + Salesforce workflows with real-time two-way sync.

Get a personalized demo and see your Asana-Salesforce sync live.