Asana Salesforce Integration

Sign up at exalate.app, then connect your Asana and Salesforce instances. Set up your sync rules using Aida (the AI assistant) to generate scripts based on your requirements, or write them manually. Add triggers to define when and how records sync. Once everything is configured, data moves between both platforms automatically in real time.

Exalate covers all default and custom fields on both platforms. On the Salesforce side, that means objects like cases, opportunities, accounts, contacts, leads, and any custom objects, along with their associated fields (subject, description, status, priority, comments, attachments, and more). On the Asana side, you can sync task name, description, assignee, due date, custom fields, attachments, and comments. If a field is accessible through the platform’s API, it’s fair game. For unusual mappings or highly specific configurations, Exalate’s engineering team can set things up through their managed services.

It connects your CRM operations with your internal project execution. Sales and service reps no longer need to track down project managers for updates, and project teams don’t lose sight of the customer context behind their work. Response times improve because both sides have access to the same information the moment it changes. This is especially useful for organizations where CRM users and project teams live in separate tools but still need tight coordination to deliver results.

Yes. You can configure one-way, two-way, or multi-directional real-time syncs between Asana and Salesforce. The direction and scope of every sync are entirely under your control. One-way sync sends data in a single direction (for example, Salesforce cases to Asana tasks). Two-way syncs keep both platforms updated at the same time. You can also run migration workflows to bring over historical data. 

Yes. When multiple customers report the same problem, you can funnel all of those Salesforce cases into one Asana task. This is particularly helpful for tracking widespread bugs or high-demand feature requests without creating duplicate work on the project side. Each platform retains full control over its own sync rules, field mappings, and data handling.

Exalate relies on enterprise-level security measures: JWT access tokens, role-based access controls, HTTPS with TLS 1.2 and 1.3, and multi-factor authentication. Data is encrypted both in transit and at rest. The platform holds ISO 27001:2022 certification and operates on single-tenant architecture, meaning your data is fully isolated from other organizations. You can find more details at the Exalate Trust Center.

Out-of-the-box options tend to fall short when you need deep, bidirectional syncing between Asana and Salesforce. They usually can’t handle automatic two-way updates, don’t support consolidating multiple records into a single task, and lack the conditional logic or custom field transformations that complex workflows demand. If you need advanced routing, multi-tool workflows, or fine-grained control over what syncs and when, a purpose-built integration tool like Exalate gives you significantly more room to work with.

Yes. Exalate supports full custom field mapping between both platforms. That includes dropdowns, text fields, checkboxes, date fields, and anything else available through each platform’s API. Aida can set up field transformations for you automatically, or you can write custom scripts for more complex mappings, including data type conversions and conditional logic tied to specific case or task properties.

Pricing is based on the number of active sync pairs, meaning the count of records being synchronized at any point in time. A 30-day free trial is available so you can test the full feature set before making a commitment. Detailed pricing tiers are listed on the pricing page.

Yes. Exalate supports MSP setups, so you can connect multiple Asana workspaces and Salesforce orgs while keeping data completely isolated between clients. Central teams get a consolidated view, but each client’s information stays fully separate. This works well for managed service providers or agencies coordinating work across different client organizations without mixing data or compromising individual sync configurations.

Basic integrations can be configured in under an hour. Register at exalate.app, connect both systems, and use Aida to help write sync rules from plain-language descriptions. Complex integrations with custom field mappings, conditional logic, and multi-party connections may take longer to configure properly. For organizations that prefer expert assistance, Exalate offers managed services where integration engineers handle setup and ongoing optimization: https://exalate.com/managed-services/

Yes. Exalate supports advanced conditional logic so you can control exactly what syncs and when. For example, you could sync only Salesforce cases with a specific record type, or trigger a sync only when an Asana task moves to a particular section or has a certain tag. You define the conditions, field mapping behavior, and custom workflows for each scenario. This keeps data flow targeted and cuts out the noise.