GAIAでAsana + Salesforceを自動化
Link client project tasks in Asana to Salesforce opportunities and accounts
Sales teams close deals in Salesforce while delivery teams execute projects in Asana, but the two systems rarely communicate. Account managers lack visibility into project delivery status without asking the delivery team directly. Delivery teams lack the account context that lives in Salesforce. The result is a gap between what was sold and what is being delivered, with both teams working from incomplete information.
GAIA bridges Asana and Salesforce so project delivery and client relationship management work together seamlessly. When a Salesforce opportunity closes, GAIA automatically creates an Asana project with the right structure and assigns the delivery team. As project milestones are reached, GAIA updates the Salesforce account record so account managers always know where delivery stands without interrupting the project team.
This integration is critical for professional services firms, SaaS companies with implementation teams, and agencies that need tight alignment between sales commitments and project delivery.
5 自動化できること
AsanaとSalesforceが接続されているときにGAIAができるすべてのこと。
Create Asana projects from closed Salesforce opportunities
When a Salesforce opportunity reaches Closed Won, GAIA automatically creates a corresponding Asana project, assigns the delivery team, and populates tasks based on the contracted scope of work.
Sync project milestones to Salesforce account records
When Asana milestones are completed, GAIA updates the associated Salesforce account with delivery status notes, giving account managers real-time project health visibility inside their CRM.
Escalate at-risk projects to account owners
When a project in Asana is flagged as at-risk or significantly overdue, GAIA creates a Salesforce task for the account owner to initiate a client conversation before the relationship is affected.
Log delivery milestones as Salesforce activities
Key Asana project events — phase completions, go-live milestones, issue resolutions — are automatically logged as Salesforce activity records, building a complete client history without manual data entry.
Upsell triggers from project completion
When an Asana project is marked complete, GAIA creates a Salesforce follow-up task for the account manager to explore renewal or upsell opportunities while the client relationship is at its strongest.
設定方法
AsanaとSalesforceを3ステップでGAIAに接続。
- 1
Connect Asana and Salesforce to GAIA
Authorize GAIA to access your Asana workspace and Salesforce organization. Map Salesforce opportunity fields to Asana project fields so data flows accurately between systems.
- 2
Configure triggers and account mappings
Define which Salesforce opportunity stages trigger Asana project creation, which Asana milestone events update Salesforce records, and how accounts are linked to projects.
- 3
GAIA keeps delivery and CRM in sync
GAIA monitors both platforms and propagates relevant events bidirectionally, ensuring sales and delivery teams always share an accurate, up-to-date view of each client engagement.
