Use automated workflows to bring your tasks, to-do’s, and requests from Asana to other sales tools you use for seamless collaboration.
Easily keep your teammates and stakeholders involved with automations that deliver the right Asana task to the right person at the right time.
Create customizable, automated workflows for Asana use cases that let you send alerts, create new tickets, or update cases in Asana.
Make life easier by connecting your task management tool to other software you use. Create Asana tasks specific to Salesforce updates, Slack messages, or even emoji reactions.
Every time I start with a company, there are foundational building blocks we have to get. Salesforce is one of those. Momentum is another, because it ties together all those pieces - Salesforce, CPQ, your email tool - and makes it easy for sales reps to see that data, for your team to collaborate, and for that data to be updated.
Create a ticket in Asana from a channel or direct message in Slack
Automatically create an Asana task for new approval requests within the flow in Slack
Create a deal support ticket in Asana based on Salesforce deal stage