Third-party app integration plays a crucial role in many organizations looking to streamline multiple functions: task management, customer relations, e-commerce, social media, and so on. In this way, businesses can centralize many of their operations in one place and maintain flawless communication between company departments (most of the time).
They would also be able to cut down on expenses, since they have one main hub where all the data, reports, insights, and pain points are gathered and automated rather than having numerous departments working on it manually.
Asana, the leading task management software currently in the market, is offering many 3rd party apps you can integrate with: Microsoft Teams, Splunk, Adobe CC, and many more. Today we've decided to focus on 2 of the more prominent apps out there, Salesforce and Slack, and provide our readers with an extensive guide on how to connect these apps with their Asana account.
Salesforce
Most of you reading this probably know Salesforce already: A CRM powerhouse, the biggest in the world, with customer service as its first priority. With their cloud-based software, businesses can find more prospects, close more deals, and wow customers with amazing service.
Integrations benefits
- Boost deal progress: By enabling direct communication between sales, customer success, and service teams in Asana, bottlenecks can be eliminated. Organize pre-sales tasks and share attachments.
- Automate customer handoff : Implement and onboard customers automatically when they reach key opportunity stages using customizable project templates. Deliver amazing customer experiences by connecting your implementation and service teams with your Asana teams.
- Automate crucial sales workflows: With Salesforce's Process Builder, you can trigger tasks and projects in Asana, ensuring important steps aren't missed.
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Monitor business impact: Making informed business decisions is easier when Salesforce is integrated with Asana Goals. Using Salesforce for Asana Goals, you can automatically link deals to goals without having to update them manually.
How to connect Salesforce + Asana
There are two Asana for Salesforce integration tiers available: Enterprise and Enterprise+, as well as legacy tiers Business and Legacy Enterprise. Additionally, customers must have a Salesforce Enterprise or Unlimited account. Salesforce Lightning is optimized for it, but it is also compatible with Salesforce Classic.
The integration can be set up as follows:
- Visit Asana for Salesforce in the Salesforce AppExchange
- Click Get It Now
- Follow the steps on the installation wizard (note: this process may take a few minutes)
- Add the Asana Lightning Component to any standard or custom object page
- To connect Salesforce reports with Asana Goals, visit the Asana Help Center
Visit Asana's Help Center or watch Asana Academy demo video to learn more about Salesforce + Asana integration.
Slack
Slack is a messaging app for businesses that connects people to information. It transforms the way organizations communicate by bringing people together as one team. Many organizations around the world use it as their top messaging app due to its increasing popularity in recent years.
Integrations benefits
With Slack + Asana, teams can convert Slack conversations into actionable tasks and projects in Asana, accelerating mission-critical work across the organization. You can move from quick questions to action items to tasks with deadlines and assignees.
Ways to use the Slack + Asana integration
You can easily capture work so requests and to-dos don't get lost in Slack. With just a few clicks, you can turn any Slack message into an Asana task.
Slack + Asana integration allows you to:
- Assign a new task to yourself or a teammate and add it to an existing project
- Access Asana data such as tasks, milestones, projects, portfolios, and more
- Add a comment to a task
- Mark a task complete
- Make a list of all the tasks in your workspace or organization
- Be notified when a task is created, completed, or commented on
Deliver cross-functional updates quickly with AI
Using Asana AI, teams can now summarize Asana tasks directly in Slack. Your teams will be able to get the latest status of work as well as surface key takeaways without having to send emails, schedule meetings, or switch tools.
Once an Asana task link has been pasted in Slack, you can simply click the "Summarize task" button to generate a summary. You can use this summary to stay on top of cross-functional updates faster, whether you're getting back to work after a break, joining a project mid-stream, or monitoring work you're not actively participating in. Find out more about Asana AI.
Automate your processes by connecting Rules and Slack
You can reduce manual work by using Rules with Asana for Slack. By using Rules, you can automatically send a message to a Slack channel or individual teammate based on a trigger in Asana. It is easy to set up customized processes and increase team agility with rules.
How to connect Slack + Asana
To set up the integration, follow these steps:
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To get started, create an Asana account and a Slack account.
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Visit Slack for instructions to authenticate your account.
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Type "/asana" in Slack to list, create, complete, or comment on tasks. To receive updates when a task is created or completed, you can link Slack channels to Asana projects.
Looking for other Slack + Asana solutions? Check out Slack's partner-built integration here: Slack Workflows + Asana.