Connect Asana to Salesforce with AI Automation

A new framework for building AI agents. Meet AI Skills in V7 Go.

See how it works

A new framework for building AI agents.

Combine Apps

Asana

Salesforce Integration

Build automations powered by V7 Go Agents

Connect Salesforce to Bloomerang with

Transform project tasks into sales opportunities with intelligent automation that connects your team's work to customer relationships

Data Source

Asana

Connect Asana to V7 Go and automate project tracking, task management, team coordination, and workflow orchestration with intelligent AI agents.

Project Management & Forms

Task Automation

Project Monitoring

Team Coordination

AI Agent (by V7 Go)

Destination

About

Salesforce

Connect Salesforce to V7 Go and automate CRM workflows, lead management, opportunity tracking, and customer relationship intelligence with AI-powered coordination.

CRM & Sales

Lead Scoring

Deal Management

Customer Insights

Example Workflow

Asana

Salesforce

Task to Lead Conversion

Popular workflows

Example

Input

New task created

AI Agent

Output

Input

New task created

New Task (Instant)

Emit new event for each task added to a project.

New sales opportunity task

AI Agent

Analyze

Reading task details

Identifying lead information

Extracting contact details

Mapping to CRM fields

Creating Salesforce lead

Analysis complete

Output

Salesforce

Creates new lead with enriched task data and syncs opportunity details

Create Lead

Create Task

Update Record

All actions triggered by agent

Automated opportunity tracking

Agent Library

A library of

Agents

Agents

Agents

for every workflow

More business automation agents

Popular workflows

Business Performance Analysis Agent

Business Performance Analysis Agent | Automate KPI Reporting | V7 Go

Business

Automated KPI Calculation

Multi-Source Data Consolidation

Trend & Outlier Identification

Add to workflow

Business Performance Analysis Agent

Business Performance Analysis Agent | Automate KPI Reporting | V7 Go

Business

Automated KPI Calculation

Multi-Source Data Consolidation

Trend & Outlier Identification

Add to workflow

Actions & Triggers

Build powerful

Asana

Salesforce workflows

Pick from 100+ triggers and actions available.

Connect triggers from Zoom to powerful actions in your other business apps.

Popular workflows

Workflow triggers

New Completed Task (Instant)

Emit new event for each task completed in a project.

New Project Added To Workspace (Instant)

Emit new event for each new project added to a workspace.

New Story Added To Project (Instant)

Emit new event for each story added to a project.

New Subtask (Instant)

Emit new event for each subtask added to a project.

New Tag

Emit new event for each tag created in a workspace.

New Task (Instant)

Emit new event for each task added to a project.

New Team

Emit new event for each team added to an organization.

New User (Instant)

Emit new event for each user added to a workspace.

New Workspace Added

Emit new event each time you add a new workspace/organization.

New Tag Added To Task (Instant)

Emit new event for each new tag added to a task.

Agents automate actions in your apps

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Create Attachment

Create Campaign

Create Case

Create Case Comment

Create Contact

Create Content Note

Get started

Ready to connect

Asana

and

Salesforce

Automate your sales workflow today

Book a personalized demo and we'll show you how to connect AI Agents between Asana and Salesforce. See how V7 Go can automate your project-to-sales workflows and improve team efficiency.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Asana

and

Salesforce

Automate your sales workflow today

Book a personalized demo and we'll show you how to connect AI Agents between Asana and Salesforce. See how V7 Go can automate your project-to-sales workflows and improve team efficiency.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Asana

and

Salesforce

Automate your sales workflow today

Book a personalized demo and we'll show you how to connect AI Agents between Asana and Salesforce. See how V7 Go can automate your project-to-sales workflows and improve team efficiency.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Asana

and

Salesforce

Automate your sales workflow today

Book a personalized demo and we'll show you how to connect AI Agents between Asana and Salesforce. See how V7 Go can automate your project-to-sales workflows and improve team efficiency.

30-minute session

Personalized setup

Live demonstration

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Have questions?

Find answers.

Any more questions?

Talk to sales

How does the V7 Go Agent connect Asana to Salesforce?

V7 Go AI agents monitor your Asana workspace for relevant tasks and automatically create corresponding leads, opportunities, or tasks in Salesforce. The agent intelligently extracts key information from task descriptions, comments, and attachments to populate CRM fields accurately.

What kind of workflows can I automate between Asana and Salesforce?

You can automate lead creation from project tasks, sync task completion to opportunity stages, create follow-up tasks in Salesforce from Asana action items, update account records with project status, and track customer deliverables by connecting project milestones to CRM activities.

How secure is my data when syncing Asana with Salesforce?

Your data security is our priority. V7 Go is SOC 2 and ISO 27001 compliant with enterprise-grade encryption. We use secure OAuth connections to both Asana and Salesforce, and data is processed in transit without persistent storage of sensitive information.

Can this work with my existing Asana and Salesforce setups?

Yes, V7 Go integrates seamlessly with your existing Asana workspace and Salesforce org through secure APIs. The integration supports custom fields, templates, and workflows in both platforms without disrupting your current configuration or requiring data migration.

What types of Asana tasks will sync to Salesforce?

You can configure the agent to sync specific task types based on project, tags, custom fields, or assignees. Common patterns include syncing client-facing tasks to leads, deliverable tasks to opportunities, and action items from customer meetings to activities in Salesforce.

How is pricing structured for Asana-Salesforce integration?

Pricing is based on the number of AI agents deployed and the volume of tasks processed between Asana and Salesforce. We offer flexible plans for small teams to enterprise organizations with custom integration requirements and dedicated support.

Partner program

Become a V7 Go Revenue Growth Partner

Join our revenue partner ecosystem and help your clients build intelligent pipeline management, deal coaching, and sales automation workflows.