TL;DR: Which venture administration software program integrates with Salesforce?
I’d choose Monday Work Administration because the total winner. It has the strongest mixture of excessive G2 score, native Salesforce integration, bidirectional sync, real-time workflow visibility, ease of use, and automation. It’s the most secure all-around choose for groups that need Salesforce exercise to circulate into venture boards with out quite a lot of technical setup.
Different choices to contemplate:
- Jira: Greatest for dev-to-delivery visibility and connecting Salesforce knowledge to engineering workflows.
- Asana: Greatest for cross-functional handoffs between gross sales, advertising, buyer success, and supply groups.
- Smartsheet: Greatest for reporting-heavy operations that require governance, dashboards, and workflow visibility.
- ClickUp: Greatest for budget-conscious groups needing a versatile platform for duties, docs, dashboards, and workflows.
For those who’ve ever closed a deal in Salesforce after which needed to manually copy all that buyer data right into a separate venture administration software, you know the way painful it’s. Most groups are caught leaping between two worlds — Salesforce for the gross sales facet and one other software to truly run the work. Nothing stays in sync, issues fall by the cracks, and somebody’s at all times updating a spreadsheet they should not must.
It’s an even bigger downside than most groups understand. In response to Salesforce’s MuleSoft connectivity benchmark report, 81% of IT leaders say knowledge silos are slowing digital transformation, whereas 95% report integration challenges that make it more durable to undertake AI and transfer work ahead. For groups managing initiatives in Salesforce, that disconnected knowledge can shortly flip into missed updates, duplicate work, and slower handoffs.
On this information, I’ve damaged down the most effective 5 venture administration instruments that combine with Salesforce so you possibly can cease copy-pasting between apps and truly deal with the true work.
Mission administration instruments for Salesforce: pricing, options, and scores
These top-rated venture administration instruments supply various ranges of Salesforce integration, from native no-code connectors to third-party sync options. Monday work administration, Smartsheet, and Asana present stronger native integration choices, whereas Jira depends on third-party connectors, and ClickUp affords partial native Salesforce help with broader automation by way of Zapier.
| Software program | G2 score |
Beginning value of Salesforce integration |
Sort of integration |
| Jira | 4.3 ⭐ | $9.05/person/mo (Normal) + connector price | Third-party solely (Getint, Exalate). Bidirectional sync, customized objects, remark sync, customized area mapping |
| Asana | 4.4 ⭐ | $30.49/person/mo (Superior, month-to-month) | Native rules-based. One-way sync (SF→Asana), auto-create duties, set off automations, no-code setup |
| Smartsheet | 4.4 ⭐ | Customized pricing (Superior work administration) | Native connector. Bidirectional per-field sync, customized objects, filter situations, no-code workflow wizard |
| Monday Work Administration | 4.7 ⭐ | $14/month(low integrations) | Native. Bidirectional sync, 8 customary + customized objects, workflow builder, auto-create gadgets, folks area mapping |
| ClickUp | 4.6 ⭐ | $10/person/mo (Limitless, month-to-month) | Partial native (Biz+ for full sync). Accounts & Alternatives sync, process auto-creation, Common Search, and Zapier for broader protection |
*Based mostly on G2’s Summer season Grid Report 2026, these PM instruments are among the many top-rated of their class. I’ve included every product’s options, pricing, and sync habits. Pictures have been taken from the respective G2 product web page. Pricing info displays the present pricing particulars as of 4th June, 2026.
Which venture administration software program instruments combine with Salesforce?
Salesforce-integrated venture administration instruments assist groups flip CRM exercise into trackable work throughout gross sales, buyer success, operations, and supply. Throughout Jira, Asana, Smartsheet, monday Work Administration, and ClickUp, G2 reviewers most frequently worth higher visibility, workflow automation, cross-functional handoffs, and fewer handbook updates between Salesforce and venture execution.
Really useful studying: Managing campaigns throughout a number of groups and channels? Discover our roundup of the greatest advertising venture administration software program to search out instruments that assist streamline marketing campaign planning, content material manufacturing, approvals, and cross-functional collaboration.
1. Jira: Greatest for dev-to-delivery visibility
G2 score: 4.3/5
Jira’s Salesforce integration helps groups join customer-facing exercise with venture execution, making it simpler to show gross sales, help, and buyer success inputs into trackable work. As I reviewed person suggestions, I discovered that consumers worth Jira most when Salesforce-connected requests want clearer possession, higher visibility, and extra automated follow-through throughout groups.
Key Salesforce integration options to spotlight:
- Creating Jira points from Salesforce data, circumstances, alternatives, or buyer requests
- Linking Salesforce accounts, alternatives, or circumstances to Jira tickets
- Syncing key standing updates between Jira and Salesforce
- Giving gross sales and customer-facing groups visibility into venture, bug, onboarding, or implementation progress
- Automating workflows based mostly on Salesforce occasions or area modifications
What stood out to me most was how usually customers related Jira with higher venture visibility. G2 reviewers described having the ability to monitor Salesforce-driven work by tickets, boards, dashboards, filters, and standing updates, giving gross sales, help, buyer success, product, and engineering groups a clearer shared view of progress. From a purchaser’s perspective, this makes Jira a robust match for groups that need fewer handoffs misplaced between CRM conversations and supply workflows.
I additionally observed constant reward for Jira’s flexibility and automation potential. Customers pointed to workflows that assist route buyer points, set off onboarding or implementation duties, standardize repeatable steps, and hold dash or venture work organized. Whereas Jira might take some setup, the opinions recommend that when groups configure it round their course of, it will probably make Salesforce-connected work simpler to handle and scale.
Jira can really feel advanced, particularly for non-technical customers or groups constructing extra superior Salesforce workflows. Some consumers might have admin help, coaching, or clearer governance to get essentially the most from it. Nonetheless, after reviewing the suggestions, I’d body Jira as a strong, visibility-focused PM software for groups that need Salesforce-connected work to maneuver by clear, automated, and accountable venture workflows.
2. Asana: Greatest for cross-functional handoffs
G2 score: 4.4/5
Asana’s Salesforce integration helps groups join gross sales exercise with venture execution, making it simpler to show CRM-driven work into duties, initiatives, and cross-functional workflows. It might help use circumstances like triggering Asana work from Salesforce document modifications, syncing buyer or alternative context, and serving to gross sales, buyer success, advertising, and supply groups coordinate follow-through in a single shared workspace. For consumers evaluating Salesforce-integrated PM instruments, Asana is very helpful when groups need an easy-to-use venture layer that brings extra visibility, possession, and automation to Salesforce-connected work.
Key Salesforce integration options to spotlight:
- Creating or updating Asana duties based mostly on Salesforce document modifications
- Utilizing Salesforce objects and fields, resembling alternatives or accounts, as rule situations
- Protecting Salesforce knowledge synced in Asana so groups can work with the present context
- Connecting gross sales alternatives to venture, implementation, or customer-facing work
- Automating sales-to-delivery handoffs so groups can cut back handbook follow-up
What stood out to me positively is that reviewers who point out Salesforce usually join it with higher venture visibility. One G2 reviewer particularly stated Asana helped present “visibility of workflow throughout the broader groups” alongside Salesforce integration, whereas others described utilizing Asana to trace alternatives, conferences, shopper work, implementation initiatives, and cross-team progress. For consumers, this means Asana’s Salesforce worth is much less about changing CRM work and extra about serving to groups flip Salesforce-related exercise into seen, accountable execution.
I additionally noticed constructive suggestions round ease of use and collaboration. Reviewers described Asana as intuitive, straightforward to undertake, and useful for conserving groups aligned by duties, boards, timelines, possession, deadlines, and standing updates. When paired with Salesforce, that ease of use issues as a result of gross sales and customer-facing groups want a venture layer that doesn’t really feel overly technical. Some reviewers additionally highlighted integrations with Salesforce, Slack, Google Workspace, Microsoft 365, and different instruments as useful for conserving work related throughout departments.
Asana could be a sturdy Salesforce-connected PM software for groups that need to flip CRM exercise into organized venture work. One downside to contemplate is that some G2 reviewers need a deeper native Salesforce expertise, particularly round syncing alternatives, visibility of notes, and setup. That stated, Asana’s rules-based Salesforce integration can nonetheless assist groups automate process creation, join gross sales exercise to venture workflows, and cut back handbook follow-up.
3. Smartsheet: Greatest for reporting-heavy operations
G2 score: 4.4/5
Smartsheet’s Salesforce integration helps groups join CRM exercise with venture monitoring, reporting, and workflow automation. It might help use circumstances like syncing Salesforce knowledge into sheets, turning gross sales or buyer exercise into actionable venture work, and giving groups visibility by dashboards, studies, alerts, and shared views. For consumers evaluating Salesforce-integrated PM instruments, Smartsheet is very helpful when groups need a versatile, spreadsheet-style workspace to handle Salesforce-driven work throughout gross sales, operations, buyer success, and venture groups.
Key Salesforce integration options to spotlight:
- Connecting Smartsheet with Salesforce to maintain gross sales, buyer, and venture knowledge tied collectively
- Pulling or importing Salesforce knowledge into Smartsheet for venture monitoring, reporting, or forecasting
- Utilizing dashboards, studies, and Gantt/venture views to enhance visibility past Salesforce
- Supporting workflow automation, reminders, alerts, and notifications round Salesforce-connected work
- Serving to gross sales, customer-facing, operations, and venture groups collaborate from a shared workspace
What stood out to me is that G2 reviewers body Smartsheet as a visibility layer round Salesforce. Some customers describe connecting Smartsheet to Salesforce and Slack to import workflows, add Salesforce types, monitor progress, and obtain process notifications. Others point out utilizing Smartsheet to tug knowledge from Salesforce for income projections, venture plans, load-out forecasting, buyer requests, or implementation work. In these circumstances, the worth is much less about Salesforce document administration itself and extra about turning Salesforce-related exercise into seen, organized, and trackable work.
I additionally noticed constructive Salesforce-specific suggestions round collaboration and ease of use. G2 reviewers point out Smartsheet’s acquainted spreadsheet-like interface, shareable sheets, dashboards, real-time updates, reminders, and automation as useful for getting groups aligned. Just a few reviewers particularly describe Salesforce integration as “nice,” “easy,” or helpful for making a single supply of reality throughout groups. For consumers, this means Smartsheet might be particularly useful when gross sales or buyer knowledge must be shared with venture managers, operations groups, management, or exterior stakeholders in a format that’s simpler to handle than Salesforce alone.
Smartsheet’s Salesforce integration can add actual worth by connecting CRM-driven work with shared venture visibility and automation. One piece of suggestions to contemplate is that it could require further setup: some reviewers point out limits round syncing and configuration. That stated, its native connector, bidirectional sync, and no-code workflow setup could make it a robust possibility for groups that want structured Salesforce-to-project administration visibility.
4. Monday Work Administration: Greatest for real-time sync
Monday Work Administration is a robust alternative for groups that need Salesforce exercise to circulate straight into shared venture boards, workflows, and dashboards. Its Salesforce integration helps groups flip data, recordsdata, gross sales updates, and customer-related actions into trackable work, lowering handbook handoffs between gross sales, operations, supply, and venture groups.
G2 score: 4.7/5
Key Salesforce integration options to spotlight:
- Connecting Salesforce-related exercise to Monday boards, duties, and workflows
- Creating or triggering Monday from Salesforce exercise, resembling data, recordsdata, or gross sales course of steps
- Utilizing automation to scale back handbook follow-ups, standing updates, and handoffs
- Giving gross sales, operations, supply, and venture groups shared visibility into customer-related work
- Centralizing Salesforce-connected venture work alongside dashboards, updates, recordsdata, and crew communication
What stood out to me positively is that G2 reviewers usually join Salesforce integration with higher workflow visibility. Some customers describe Monday as serving to groups transfer away from scattered notes, spreadsheets, and CRM-only process monitoring by giving everybody a shared place to see venture standing, possession, deadlines, and subsequent steps. For Salesforce-connected groups, that visibility could make it simpler to trace buyer follow-ups, marketing campaign work, gross sales handoffs, implementation steps, and inside requests.
I additionally noticed sturdy constructive suggestions round ease of use and automation. Reviewers describe Monday as intuitive, visible, customizable, and straightforward for groups to undertake, which issues when gross sales and customer-facing groups want a venture layer that doesn’t really feel overly technical. A number of Salesforce-related feedback additionally point out automations, integrations, webhooks, dashboards, and related workflows as helpful for conserving work shifting and lowering repetitive handbook updates.
Monday Work Administration could be a extremely visible and versatile method to flip Salesforce exercise into organized venture execution. Whereas Salesforce integration might not at all times really feel deep or seamless out of the field, consumers who validate sync depth, automation guidelines, plan necessities, and field-mapping wants can nonetheless discover it a robust match for the correct workflow.
Really useful studying: Working with a restricted funds? Take a look at our information to the 10 greatest free venture administration software program instruments to check options, limitations, and the most effective choices for startups, small groups, and rising companies.
5. ClickUp: Greatest for budget-conscious groups
G2 score: 4.6/5
ClickUp’s Salesforce integration helps groups join CRM exercise with venture execution by bringing Salesforce-related work into duties, lists, dashboards, customized fields, and automatic workflows. Groups can use it to sync or reference buyer and account context, route gross sales or help handoffs, monitor implementation and onboarding work, and automate updates throughout gross sales, buyer success, help, and supply groups. For consumers evaluating Salesforce-integrated PM instruments, ClickUp is very helpful when groups need a customizable workspace that may flip Salesforce-driven exercise into seen, trackable, and automatic work.
Key Salesforce integration options to spotlight:
- Constructing customized integrations between Salesforce and ClickUp workflows
- Syncing Salesforce-related venture monitoring, account knowledge, or help processes into ClickUp
- Automating workflows and lowering handbook handoffs between gross sales, supply, and help groups
- Utilizing dashboards, duties, lists, and customized fields to trace Salesforce-connected work
- Centralizing buyer, implementation, onboarding, and venture exercise in a single workspace
What stood out to me is that Salesforce-related G2 reviewers usually join ClickUp with higher operational visibility. One reviewer described constructing a customized Salesforce integration to help communication between supply and help groups, whereas one other talked about integrating ClickUp with Salesforce, Energy BI, and SQL to automate knowledge extraction and synchronize venture monitoring in actual time. This implies ClickUp can work nicely for groups that want Salesforce knowledge or exercise to maneuver right into a extra versatile venture execution layer.
I additionally observed good suggestions round customization and workflow automation. G2 reviewers describe ClickUp as adaptable, visible, and helpful for structuring supply processes, assigning work, monitoring implementation progress, creating dashboards, and centralizing customer-related info. For Salesforce-connected groups, that flexibility might help bridge the hole between CRM exercise and day-to-day execution throughout gross sales, buyer success, help, and venture groups.
Some G2 reviewers needed smoother info switch between ClickUp and Salesforce, and fewer workarounds by instruments like Zapier. Nonetheless, ClickUp affords helpful Salesforce-related capabilities, together with account and alternative syncing, process creation, Common Search, and automation help.
What ought to I search for in a venture administration software program integration with Salesforce?
Selecting the best PM software is about discovering an integration that truly holds up when your crew is utilizing it daily. Listed here are the six issues that separate a clean Salesforce integration from one which creates extra work than it saves.
- Sync course and frequency matter greater than you assume: A one-way sync would possibly look superb in a demo, however breaks down quick when your supply crew must push updates again into Salesforce. All the time verify whether or not the sync is really bidirectional and whether or not it runs in actual time or in scheduled batches, as a result of a couple of hours of lag can imply your gross sales crew is working off stale venture knowledge.
- Customized area mapping is the place most integrations quietly fail: Your Salesforce org nearly definitely has customized fields constructed round what you are promoting. Most PM instruments solely sync customary fields out of the field, so something distinctive to your workflow, like deal measurement thresholds, customized stage names, or regional tags, might merely not switch. Ask distributors to stroll you thru a dwell area mapping demo earlier than you commit.
- Native AppExchange apps vs. third-party connectors are essentially totally different commitments: Instruments that dwell inside Salesforce by way of AppExchange require far much less upkeep and fewer shifting components than these bridged by Zapier or MuleSoft. The tradeoff is flexibility, as third-party connectors usually help extra automation choices however add a dependency that may break when both platform updates.
- Closed Received automation is the one most precious workflow to get proper. The second a deal closes, it ought to robotically spin up a venture, assign an proprietor, pull in shopper particulars, and set baseline timelines with out anybody touching a keyboard. If a software cannot do that reliably, your sales-to-delivery handoff will at all times have a handbook hole someplace.
- Permission planning protects each your CRM knowledge and your venture workflows: Not everybody on the supply facet wants visibility into pipeline values or account historical past, and never each salesperson must see inside venture notes. With out scoping this out earlier than go-live, you both expose delicate knowledge or create entry errors that stall actual work.
- Adoption is the metric no vendor will lead with, however it’s the one which issues most: Probably the most technically succesful integration fails in case your crew finds it clunky to make use of each day. Search for instruments that embed straight inside Salesforce or hold context-switching to a minimal, as a result of if salespeople and venture managers are logging into two disconnected programs, they will default to Slack messages and spreadsheets inside a month.
Find out how to join Salesforce to venture administration software program
Connecting Salesforce to a PM software sometimes takes a couple of hours to a couple days, relying in your setup. The essential course of is: set up your chosen software’s native connector or AppExchange app, authenticate each accounts, map your Salesforce fields to the corresponding fields in your PM software, set your automation triggers, and run a take a look at earlier than going dwell. Getting that preparation proper is what separates a clear integration from one your crew has to work round.
- Audit your Salesforce knowledge earlier than you join something: Earlier than touching integration settings, get clear on which objects, fields, and data really have to sync. Alternatives, accounts, contacts, and customized fields all behave otherwise throughout instruments, and understanding precisely what knowledge issues to your venture crew saves you from messy over-syncing or lacking crucial info on the opposite facet.
- Select your connection technique based mostly in your crew’s technical capability: You could have three foremost choices: a local AppExchange app that installs straight inside Salesforce, a built-in connector supplied by the PM software itself, or a third-party middleware like Zapier or MuleSoft. Native choices are simpler to keep up, whereas middleware offers you extra flexibility however provides an additional layer to handle and troubleshoot.
- Map your fields earlier than you flip the swap: Determine precisely which Salesforce fields correspond to which fields in your PM software, together with any customized fields particular to your workflow. Skipping this step is the most typical purpose integrations look superb initially however produce incomplete or mismatched knowledge as soon as the crew begins utilizing them in actual work.
- Arrange your set off occasions and automation guidelines: Outline what actions in Salesforce ought to create or replace work in your PM software, resembling a deal reaching Closed Received, a help case being opened, or a possibility stage altering. That is the step that eliminates handbook handoffs, so take the time to map out your commonest workflows earlier than configuring automation.
- Run a managed take a look at with actual knowledge earlier than a full rollout: Use a small pattern of dwell Salesforce data to check the combination end-to-end. Test that fields are populating appropriately, automation triggers are firing as anticipated, and permissions are scoped so the correct folks see the correct info. Fixing gaps at this stage prices far much less time than untangling a damaged sync after your entire crew is counting on it.
- Set an proprietor for the combination and set up a evaluation cadence: Integrations drift over time as each platforms replace and your workflows evolve. Assigning a transparent proprietor, whether or not that may be a Salesforce admin, a venture ops lead, or each, and scheduling a quarterly check-in ensures the connection stays correct and continues to mirror how your crew really works
What challenges can come up throughout Salesforce integration, and how are you going to tackle them?
Integrating a PM software with Salesforce comes with a couple of predictable hurdles, from knowledge syncing delays and messy area mapping to heavier admin setup than most groups anticipate. Figuring out what to search for earlier than you choose a software can prevent quite a lot of frustration down the road.
- Knowledge would not sync in actual time: Many integrations push knowledge in batches, which means updates made in a single software can take hours to point out up within the different. Earlier than selecting a software, verify it helps dwell, two-way sync — not simply scheduled imports.
- The handoff from gross sales to supply remains to be handbook: When a deal closes in Salesforce, somebody nonetheless has to go create the venture within the PM software, re-enter the shopper particulars, and arrange duties from scratch. Search for instruments that robotically create a venture when a possibility hits “Closed Received,” pulling in buyer necessities and timelines with none handbook work.
- Customized fields in Salesforce do not map cleanly: Your Salesforce org seemingly has customized fields constructed for what you are promoting. Most PM instruments solely sync customary fields out of the field, so any customized knowledge you care about might not come throughout. Ask distributors particularly how they deal with customized area mapping.
- Admin setup is heavier than anticipated: Non-native integrations usually require your Salesforce admin and typically an outdoor marketing consultant to configure correctly, which provides time and value to the rollout. Native AppExchange instruments sometimes set up quicker and require much less ongoing upkeep.
- Permissions and knowledge entry get messy: Not everybody on the PM facet must see the whole lot in Salesforce, and vice versa. With out correct permission planning upfront, you find yourself with both an excessive amount of visibility or groups hitting entry errors that stall the venture.
- Adoption falls aside if the expertise feels clunky: If the PM software requires your crew to log right into a separate system that feels disconnected from Salesforce, they will cease utilizing it. Prioritise instruments that embed straight inside Salesforce or have a decent sufficient integration that the context-switching is minimal.
Incessantly requested questions on PM software program that integrates with Salesforce
Have extra questions? Discover the solutions beneath.
Q1. Is there free venture administration software program that integrates with Salesforce?
Sure. ClickUp, Jira, and Asana supply free plans. ClickUp is essentially the most beneficiant, with limitless customers and duties plus Salesforce connections by Zapier. Jira is free for as much as 10 customers and works nicely for dev groups by MuleSoft. Asana is free for as much as 15 customers, however after its direct Salesforce connector shut down in early 2026, you’ll want Zapier or one other third-party software.
Q2. Does Salesforce have a local venture administration integration?
Not precisely. Salesforce helps fundamental process monitoring however lacks core PM options like Gantt charts, dependencies, and useful resource planning. For venture administration inside Salesforce, use an AppExchange software like Encourage Planner or Mission Management. For standalone PM instruments, join platforms like Monday or ClickUp by APIs or automation instruments.
Q3. What’s Salesforce used for in venture administration?
Salesforce connects gross sales knowledge with venture supply. Groups use it to create venture data, automate process updates when deal phases change, and monitor pipeline and supply in a single place. This helps forestall handoff gaps after a deal closes.
This autumn. What’s the greatest collaborative venture administration platform that integrates with Salesforce?
Monday Work Administration is a robust alternative. It syncs Salesforce alternative knowledge into venture boards in actual time, serving to gross sales and supply groups keep aligned with out handbook updates. Its visible workflow builder and broad integration library additionally make it straightforward for non-technical groups to make use of.
Q5. Can I monitor time and bills utilizing venture administration instruments that combine with Salesforce?
Sure. ClickUp helps billable and non-billable time monitoring on the process stage and might create duties from closed Salesforce offers. Smartsheet tracks time in opposition to assignments and might push price and billing knowledge into Salesforce, which is beneficial for providers groups monitoring profitability.
Q6. What’s the greatest venture administration software program for a small tech startup?
ClickUp is the most effective match for many early-stage groups. Its free plan contains limitless customers and duties, whereas paid plans add Gantt charts, dash planning, and workload monitoring. For engineering-heavy groups, Jira is best for backlog administration, velocity monitoring, and agile reporting.
Q7. What’s the highest-rated venture administration software for cell use that integrates with Salesforce?
Jira is a robust cell possibility. Its iOS and Android apps help dash administration, situation monitoring, and notifications, with Salesforce sync obtainable by MuleSoft or Exalate.
Q8. How do I robotically create initiatives from Salesforce alternatives?
Most instruments can create initiatives when a Salesforce alternative strikes to “Closed Received.” Monday Work Administration and Jira deal with this by workflow automation. ClickUp and Asana sometimes use Zapier, whereas Smartsheet helps alerts and knowledge imports. Earlier than selecting a software, verify it will probably map Salesforce alternative fields into your venture templates.
Your integration shortlist, simplified
You have executed the analysis; now it comes down to suit. If real-time two-way sync and minimal setup matter most, Monday Work Administration is your most secure guess. Groups with technical workflows and dev involvement will get extra mileage from Jira, whereas Asana works nicely if you want an intuitive, easy-to-adopt layer for cross-functional collaboration. For visibility-heavy operations that depend on reporting and dashboards, Smartsheet brings Salesforce knowledge into a well-recognized spreadsheet format that non-technical stakeholders can really use. And if funds is a constraint, ClickUp’s free tier will get you related with none upfront funding.
Earlier than you finalize something, pressure-test three issues with the seller: how customized fields are mapped, whether or not sync is dwell or batch-based, and the way a lot admin effort the preliminary setup really requires. Get these solutions proper, and you will have an integration that works quietly within the background slightly than one your crew has to work round.
Discover the 10 greatest AI venture administration instruments on G2 to search out smarter methods to automate work and hold groups aligned.
