Seamless handoffs from Sales to Delivery. When an Opportunity is marked 'Closed Won' in Salesforce, our AI Agent automatically provisions a new project in Asana with all the necessary tasks.
AI Powered Project Start
Close the deal. RhinoAgents monitors Salesforce for successful closes, contract details, and implementation requirements.
Start the work. Automatically generate projects from templates, assign teams, and set due dates based on the contract data.
Connecting your CRM and Project Management shouldn't be hard. Follow these 4 simple steps to automate your workflow.
Log in to your Salesforce and Asana accounts securely via RhinoAgents. We use industry-standard OAuth authentication.
Select the specific Salesforce events (Opportunity Won, Project Object Created). Our AI detects when to kick off work.
Let our AI Agent automatically map Salesforce fields (Implementation Date, Account Name) to Asana Project Names and Custom Fields.
Enable the sync. Your Salesforce deals now become Asana projects instantly. Track creation status from your dashboard.
Automatically create a Task in Asana for the legal team when an Opportunity reaches the 'Contract Negotiation' stage in Salesforce.
When an Opportunity is marked 'Closed Won' in Salesforce, create a new Project in Asana using the 'New Customer Onboarding' template. Name the project after the Account Name and set the due date to 30 days from today.
Prompt copied to clipboard! You can now paste it into your AI workflow.
Stop manual project creation. Ensure every sold deal gets implemented on time with RhinoAgents connecting Salesforce to Asana.
RhinoAgents.com – Automate Your Handoffs.
Everything you need to know about connecting Salesforce to Asana using RhinoAgents.
Move from closed won to kickoff call in seconds. Join teams using RhinoAgents today.