RecipeHowToUpdated June 2026· 15 min to deploy

Closed Won Salesforce deal becomes Asana project

When a Salesforce Opportunity hits Closed Won, create an Asana project from a template with CSM assigned. Mirror project progress back to SFDC.

Salesforce

Asana

Steps

Build this in 15 min.

Each step is a single node on the canvas. Order matters; everything else is dragging.

1
Trigger
Opp closed
Salesforce Opportunity Updated where StageName=Closed Won.
2
Transform
Create project
Asana Create Project from onboarding template, named after Account.
3
Transform
Assign CSM
Look up Salesforce account owner email → Asana user → assign template tasks.
4
Action
Progress mirror
Daily: compute % complete in Asana, push to Salesforce custom field.

FAQ

Should the template vary by deal size?

Yes. Switch on Amount. Enterprise = legal review, security questionnaire, multi-week. SMB = lightweight 5-task template.

Free tier available. No credit card. No onboarding call.