Keep Sales and Delivery aligned. When a project task is completed in Asana, our AI Agent automatically updates the corresponding Opportunity in Salesforce instantly.
AI Powered CRM Sync
Capture implementation progress. RhinoAgents monitors task completion in your Asana onboarding projects 24/7.
Keep Sales updated. Opportunity stages are automatically advanced or notes added, ensuring your sales team knows exactly when a client goes live.
Connecting your project management and CRM tools shouldn't be hard. Follow these 4 simple steps to automate your workflow.
Log in to your Asana and Salesforce accounts securely via RhinoAgents. We use industry-standard OAuth authentication.
Select the specific Asana Project you want to monitor for milestone completions.
Let our AI Agent match your Asana Task (e.g., Client Name) to the Salesforce Account/Opportunity.
Enable the sync. Your project updates will now reflect in Salesforce automatically.
Automatically update Salesforce Opportunities based on Asana project milestones.
When the task "Go Live" is marked as "Complete" in Asana Project "Client Onboarding", automatically find the corresponding Opportunity in Salesforce using the Client Name from the project title. Update the Opportunity Stage to "Closed Won" (or "Active Customer") and add a Note to the Opportunity saying "Onboarding Completed on [Date]".
Prompt copied to clipboard! You can now paste it into your AI workflow.
Automatically bridge your delivery and sales teams. Eliminate manual status checks, prevent misalignment, and keep your CRM up to date with RhinoAgents.
RhinoAgents.com – Automate Your CRM.
Everything you need to know about connecting Asana to Salesforce using RhinoAgents.
Stop missing important updates today. Join 1000+ businesses using RhinoAgents to automate their project operations.