Real-time
Two-way sync
Changes in Asana or Salesforce instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Asana to Salesforce integration — real-time, two-way sync
Keep Asana and Salesforce in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Asana and Salesforce
Sync what happens in Asana with the customer records in Salesforce, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Asana holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Tasks, Projects, Sections, Custom fields in Asana to Campaigns, Tasks and Events, Products and Price Books, Custom Objects in Salesforce with bi-directional, real-time sync. Activity and record changes in Asana update the matching contact or account in Salesforce, and CRM data flows the other way wherever Asana can store and use it.
Common use cases
- 01 Mirror Projects, Sections, and Portfolios into a warehouse for cross-team reporting on status, timelines, and workload without CSV exports.
- 02 Push support tickets or intake requests from an operational database into Asana Tasks, then read completion and status Custom fields back when work finishes.
- 03 Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.
- 04 Sync Accounts, Contacts, and Opportunities bi-directionally with Postgres so engineering teams read and write CRM data with plain SQL.
Common sync patterns
Where Asana can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Salesforce sync into Asana, so people working there have the context without switching tools.
Where Asana handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Salesforce, so sales sees open issues before the next call.
Where Asana supplies contact or company data
Enriched fields land directly on records in Salesforce, and refreshes keep them from going stale.
What you can sync between Asana and Salesforce
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Asana objects | Salesforce objects | How this pairing syncs | |
|---|---|---|---|
| Users Members of a workspace or organization referenced by assignee and follower fields; read to resolve GIDs to names and emails. | Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. | Users is specific to Asana and Leads to Salesforce — each maps to any object or custom field on the other side. | |
| Portfolios Collections of Projects for program-level rollup; read for cross-project status and progress reporting (Business and Enterprise). | Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. | Portfolios is specific to Asana and Opportunities to Salesforce — each maps to any object or custom field on the other side. | |
| Tags Labels applied across Tasks; synced as a many-to-many attribute for filtering and categorization. | Cases Support records; synced with help desk tools or internal databases for escalation workflows. | Tags is specific to Asana and Cases to Salesforce — each maps to any object or custom field on the other side. | |
| Teams / Workspaces Organizational containers that hold projects and members; used to scope which projects a given sync covers. | Campaigns Marketing membership data; read out for attribution analysis in the warehouse. | Teams / Workspaces is specific to Asana and Campaigns to Salesforce — each maps to any object or custom field on the other side. | |
| Tasks The primary unit of work and main record; created, updated, completed, and deleted via REST and synced two-way. Subtasks are Tasks with a parent reference. | Tasks and Events Activity records; usually read-only in syncs to feed activity reporting. | Tasks is specific to Asana and Tasks and Events to Salesforce — each maps to any object or custom field on the other side. | |
| Projects Collections of Tasks with a layout (list, board, timeline, calendar); each project maps to a synced table scope and its custom fields define the mapping. | Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce. | Projects is specific to Asana and Products and Price Books to Salesforce — each maps to any object or custom field on the other side. |
How changes propagate between Asana and Salesforce
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Asana Salesforce Sub-second propagation
DetectionAsana notifies Stacksync of record changes through webhook events. Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete.
DeliveryEach detected change is written to Salesforce through its API, with automatic retries and rate-limit backoff.
Salesforce Asana Sub-second propagation
DetectionChanges in Salesforce are captured at the source via change data capture — no polling loop against its API. Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting).
DeliveryEach detected change is written to Asana through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Asana: Per token: 1,500 requests/minute on paid plans, 150/minute on free; the Search API is capped at 60/minute; concurrency caps at 50 GET and 15 write requests. Exceeding a limit returns HTTP 429 with a Retry-After header, and a separate cost-based limiter applies to complex graph traversals.
- Salesforce: Daily API request allocations vary by edition and license count.
What ships with Asana ⇄ Salesforce
Connect Asana and Salesforce for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Asana–Salesforce connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Asana or Salesforce data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Asana or Salesforce record.
Observability
Monitoring
Track your Asana ⇄ Salesforce sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Asana and Salesforce.
How the Asana and Salesforce connectors work
Asana
- Integration surface
- REST API (app.asana.com/api/1.0, JSON responses), plus resource-scoped Webhooks and a sync-token Events API
- Authentication
- OAuth 2.0 for multi-user apps, Personal Access Tokens (PATs) for single-account use and testing, and organization-scoped Service Accounts (Enterprise) for admin-level access
- Change detection
- Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete; the sync-token Events API returns incremental changes on a task or project when webhooks are not used
- Capabilities
- read · write · webhooks
- Rate limits
- Per token: 1,500 requests/minute on paid plans, 150/minute on free; the Search API is capped at 60/minute; concurrency caps at 50 GET and 15 write requests. Exceeding a limit returns HTTP 429 with a Retry-After header, and a separate cost-based limiter applies to complex graph traversals.
Salesforce
- Integration surface
- REST, SOAP, and Bulk APIs
- Authentication
- OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
- Change detection
- Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
- Capabilities
- read · write · CDC
- Rate limits
- Daily API request allocations vary by edition and license count.
How it works
How to connect Asana to Salesforce — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Asana and Salesforce with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Asana
connected
Salesforce
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Asana and Salesforce objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Asana ⇄ SalesforceCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Asana SalesforceCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Asana and Salesforce integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Asana and Salesforce: authenticate both systems, choose the objects to sync (such as Asana's Users and Portfolios), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Asana side: Tasks, Projects, Sections, Custom fields, plus custom fields where Asana exposes them. On the Salesforce side: Campaigns, Tasks and Events, Products and Price Books, Custom Objects. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Asana and Salesforce: Where Asana can store CRM context: fields kept current; Where Asana handles support or shared inboxes; Where Asana supplies contact or company data. Owner, lifecycle stage, or account details from Salesforce sync into Asana, so people working there have the context without switching tools.
-
Asana: REST API (app.asana.com/api/1.0, JSON responses), plus resource-scoped Webhooks and a sync-token Events API. Authentication: OAuth 2.0 for multi-user apps, Personal Access Tokens (PATs) for single-account use and testing, and organization-scoped Service Accounts (Enterprise) for admin-level access. Salesforce: REST, SOAP, and Bulk APIs. Authentication: OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode. Stacksync manages authentication, retries, and rate limits on both sides.
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Asana: The API is REST/JSON with offset-token pagination (limit and offset params), so large projects are read page by page rather than in one call. Salesforce: Change Data Capture publishes create, update, delete, and undelete events on per-object channels, giving near-real-time change feeds without polling. Stacksync's field mapping accounts for these differences between Asana and Salesforce without custom code.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
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