7 best project management tools that integrate with Salesforce

There are several ways to connect Salesforce with a project management tool. You can build a custom integration through an API, use third-party automation tools like Zapier or Make, or choose software with a native integration (like Wrike).

These integrations are essential because once a deal in Salesforce turns into actual work, many teams need a separate work management platform to plan tasks, assign owners, manage deadlines, and coordinate delivery. That handoff can become messy when:

• Sales works in Salesforce, while delivery, marketing, or operations work somewhere else.
• Teams have to copy customer and deal information between platforms manually.
• Project updates never make it back to the people managing the customer relationship.
• Different departments rely on separate tools and processes to track the same work.

The result is a disconnect between sales and project delivery. Teams spend more time manually handing off information, and Salesforce users have less visibility into what happens once a deal becomes active work.

In this guide, we’ll discuss:

• Seven of the best project management tools that integrate with Salesforce, including Wrike, Asana, Monday.com, Smartsheet, Teamwork, ClickUp, and Airtable.
• How to set up Wrike with Salesforce, with a short walkthrough of the native integration.

The 7 best project management tools that integrate with Salesforce

Below, we break down seven of the best project management tools that integrate with Salesforce to help you compare them based on how your team manages handoffs, syncs CRM data, and turns sales activity into project work.

1. Wrike

Wrike is our work and project management platform, used by more than 20,000 organizations worldwide. Its native Salesforce integration is built for teams that need CRM activity to turn into work across departments, rather than stopping with the sales team.

Teams can easily connect Salesforce records with projects, folders, tasks, and subtasks in Wrike. Salesforce users can then view linked work and its status from the Wrike widget without leaving Salesforce, while the teams responsible for delivery manage the actual project in Wrike.

You can also choose which Salesforce objects to connect, including leads, opportunities, accounts, and subscriptions. This makes Wrike ideal for organizations that need Salesforce data to support cross-functional project work involving sales, marketing, operations, professional services, and implementation.

Key Salesforce integration capabilities

• Salesforce-connected projects: Link Salesforce records to Wrike folders, projects, tasks, and subtasks so CRM context stays aligned with the work it creates.
• Salesforce visibility: View linked Wrike work and task statuses directly from Salesforce instead of chasing project teams for updates.
• Automated project creation: Use APIs or Wrike Integrate to trigger project creation from Salesforce events, such as a Closed Won opportunity, using project templates to standardize the resulting work.

Key features

• Cross-functional collaboration: Bring sales, marketing, operations, and other departments into the same environment with shared tasks, @mentions, approvals, and real-time updates.

• Project planning and resource management: Manage dependencies with Gantt charts, schedules, workloads, and capacity planning once work moves out of Salesforce and into execution.

• Workflow automation: Set rules to assign tasks, update statuses, and notify teammates as work progresses, reducing manual follow-ups.
• Dashboards and reporting: Use Wrike’s reporting features to track project progress, workload, performance, resource allocation, and portfolio-level metrics throughout the project lifecycle.

Many Wrike customers also use the Salesforce integration to support complex client work. For example, Granicus creates 200 new projects in Wrike every month and serves 1,200 external clients through the platform. This gives sales and delivery teams better visibility into the same client work, while reducing the need for manual handoffs.

2. Asana

Asana’s Salesforce integration is built around turning changes in your sales pipeline into actionable work for other teams.

Using Asana Rules, teams can create or update tasks when Salesforce records change. For example, when an opportunity reaches a specific stage or closes, Asana can automatically create a task, assign it to the right person, map Salesforce data into fields, and add collaborators or comments.

This makes Asana useful for handling work from sales to implementation, customer success, legal, and other departments, while teams can continue with task assignments, milestone tracking, and delivery without manually recreating work after every deal.

The current Salesforce integration is available on Asana’s Advanced, Enterprise, and Enterprise+ plans.

Key Salesforce integration capabilities

• Salesforce-triggered automations: Create or update Asana tasks when Salesforce records change.
• Field mapping: Bring Salesforce details, such as deal value and close date, into Asana fields.
• Automated handoffs: Assign work and add collaborators or comments through rules triggered by Salesforce activity.

Key features

• Task management: Organize work with clear owners, due dates, and custom fields.
• Project views: Switch between lists, Kanban boards, calendars, timelines, and Gantt charts.
• Portfolios and reporting: Monitor related projects and use dashboards to track progress across teams.
• Rules-based workflows: Add collaborators, comments, approvals, and other Asana actions based on Salesforce activity.

3. Monday.com

Monday.com gives teams more control over how Salesforce data is brought into project boards and what happens afterward.

Its Salesforce integration lets teams sync standard objects such as opportunities, accounts, leads, contacts, cases, and campaigns into Monday.com boards. You can map Salesforce fields to board columns, filter which records are imported using conditions, and continue syncing future changes after a record has been added.

Monday.com also supports two-way syncing by adding a second integration setup that sends board updates back into Salesforce. That flexibility makes it a good option for teams that want to build their own processes around CRM data rather than follow a fixed sales-to-project handoff. The Salesforce integration is also available only on Monday.com’s Enterprise plan, and it requires a Salesforce Enterprise or Unlimited subscription.

Key Salesforce integration capabilities

• Salesforce object syncing: Sync opportunities, accounts, leads, contacts, cases, campaigns, and other supported objects.
• Field mapping and filters: Map Salesforce fields to board columns and set conditions that determine which records are imported.
• Two-way updates: Configure integrations to bring Salesforce changes into Monday.com and send board updates back to Salesforce.

Key features

• Customizable board columns: Build project trackers using status, people, date, number, and formula columns.
• Connected boards: Link related items between boards so teams can organize separate processes around shared work.
• No-code automations: Configure actions such as notifying an owner when a deadline arrives or moving an item when its status changes.
• Multi-board dashboards: Combine information from several boards to review project activity and team performance together.

4. Smartsheet

Smartsheet connects Salesforce data with the spreadsheets, reports, and dashboards teams already use to manage projects and operations.

Its Salesforce Connector supports both one-way and two-way syncing, allowing teams to bring Salesforce records into Smartsheet, update mapped fields, and push changes back to Salesforce. You can also create new Salesforce records from Smartsheet and use synced data in reports, dashboards, Gantt charts, and automations.

This makes Smartsheet a useful tool for when sales data needs to be visible to delivery, operations, or leadership teams that may not work directly inside Salesforce. The Salesforce Connector is a paid premium offering available to Smartsheet Business and Enterprise customers.

Key Salesforce integration capabilities

• Configurable sync direction: Choose one-way or two-way syncing for mapped fields through the Salesforce Connector.
• Salesforce record updates: Edit mapped information in Smartsheet and send those changes back to Salesforce.
• Record creation: Create new Salesforce records from Smartsheet rows through configured connector workflows.

Key features

• Spreadsheet-style planning: Manage project schedules and calculations with rows, columns, formulas, and cell references.
• Cross-sheet reports: Gather selected rows from multiple sheets into a report without manually compiling separate project updates.
• Update requests: Ask stakeholders to provide or revise specific information without requiring them to work through the entire project sheet.
• Workflow automation: Use synced CRM data to trigger Smartsheet automations and operational processes.

5. Teamwork

Teamwork’s Salesforce integration is designed around the handoff from sales to client delivery.

Teams can choose a Salesforce opportunity stage that automatically triggers the creation of a new Teamwork project. That project can be created from scratch or from an existing template, with Salesforce details mapped into project fields, company information, and custom fields.

Once the project is created, teams can manage work using Teamwork features such as time tracking and client collaboration. Teamwork can also assign people to the new project and automatically create or connect the appropriate client company.

The Salesforce integration is available on Teamwork’s Optimize and Enterprise plans, and opportunities must be associated with a Salesforce account for project creation to work.

Key Salesforce integration capabilities

• Stage-based project creation: Automatically create a Teamwork project when an opportunity reaches a selected Salesforce stage, using an existing template if needed.
• Salesforce field mapping: Bring opportunity, account, and custom field data into the new project.
• Client and team assignment: Match the project to an existing client company or create a new one, and automatically add selected Teamwork users.

Key features

• Retainer budget management: Set recurring client budgets and carry underspend or overspend into the next period, with alerts when spending reaches a defined threshold.
• Project profitability: Compare delivery costs against project revenue to identify client engagements that impact your margins.
• Billable utilization tracking: Monitor how much team capacity goes toward billable work and compare utilization against targets.
• Client portfolio visibility: Bring a client’s projects together to review ongoing work and keep account-level oversight as the relationship grows.

6. ClickUp

ClickUp has a native Salesforce integration that helps teams bring CRM data into the same workspace where they manage projects and day-to-day work.

Its Salesforce Sync feature, currently in beta, turns Salesforce accounts and opportunities into ClickUp tasks inside a dedicated Salesforce Space. Key details such as account names and opportunity statuses can stay synced between the two platforms.

ClickUp also offers Connected Search, so users can find and preview Salesforce records without leaving ClickUp and create new leads or tasks from the command bar. Salesforce Sync and Connected Search are available on Business Plus and Enterprise plans.

Key Salesforce integration capabilities

• Salesforce Sync: Turn Salesforce accounts and opportunities into tasks in a dedicated ClickUp Space, with two-way updates for supported fields.
• Connected Search: Find and preview Salesforce records without leaving ClickUp.
• Quick actions: Create Salesforce leads or ClickUp tasks directly from the command bar.

Key features

• Assigned comments: Turn feedback into an action item by assigning a comment to a teammate, who can resolve it when the work is complete.
• Clips: Record screen walkthroughs to explain client requirements, document bugs for issue tracking, or share feedback without scheduling a meeting.
• Connected Whiteboards: Map project plans visually and connect ideas to tasks and Docs so teams can move from brainstorming into execution.
• AI Notetaker: Generate meeting transcripts, summaries, and action items to help teams capture decisions and follow-up work from project calls.
• Centralized project work: Keep CRM context alongside tasks, projects, docs, and other collaboration tools in ClickUp.

7. Airtable

Airtable lets teams pull Salesforce data into a flexible workspace and build their own project workflows around it.

With Airtable Sync, you can connect a Salesforce report to a synced table that refreshes automatically about once per hour. From there, teams can use that data to create project trackers, campaign calendars, client onboarding systems, dashboards, and custom interfaces.

The native sync is one-way, so changes made in Airtable do not flow back to Salesforce. This makes Airtable a better fit for teams that want to use Salesforce data for planning and execution rather than maintain a fully synchronized two-way system. Salesforce Sync is available on Airtable Business and Enterprise Scale.

Key Salesforce integration capabilities

• Salesforce report sync: Import Salesforce report data into an Airtable table for use in project trackers and customer onboarding workflows.
• Automatic refreshes: Keep imported records up to date through recurring syncs as information changes in Salesforce.
• One-way syncing: Bring Salesforce data into Airtable while keeping Salesforce as the source of truth.

Key features

• Linked project records: Connect clients, projects, and deliverables across tables so teams can trace individual assignments back to the engagement they support.
• Custom project interfaces: Build tailored screens where project managers can review overall progress, and contributors can focus on their assigned work.
• Timeline and Gantt views: Arrange project records by date to visualize schedules, dependencies, and overlapping work.
• Project automations: Configure notifications and record updates when work changes status, helping teams manage handoffs and keep project information up to date.

Note that Airtable recently agreed to be acquired by Bending Spoons, with the deal expected to close later in 2026. If you’re exploring the best Airtable alternatives in this challenging context, we’ve got you covered.

How to set up Wrike with Salesforce

Wrike’s native Salesforce integration is designed to be relatively quick and easy to set up. Once connected, teams can link Salesforce records to Wrike and start turning CRM activity into trackable project work.

1. Open apps and integrations in Wrike

Start by going to Wrike’s “Apps and integrations” page and searching for Salesforce.

You’ll need the appropriate Wrike plan and administrator permissions to install and configure the integration. It’s also worth confirming that you have the necessary Salesforce permissions before starting, especially if your organization restricts access to integrations or Salesforce objects.

2. Install the Salesforce integration

Next, open the Salesforce integration card in Wrike and click “Install.” Wrike will then guide you through the connection process and ask you to authorize access between the two platforms. This establishes the link that connects Salesforce records and Wrike work.

3. Connect Salesforce and configure your integration

Follow the on-screen instructions to add the Wrike widget to the relevant Salesforce pages and choose which Salesforce object types you want to connect with Wrike.

From there, teams can start linking Salesforce records to Wrike projects and tasks so that sales information flows more smoothly into delivery, implementation, marketing, and other downstream work.

For many teams, the native integration will cover the core Salesforce-to-Wrike handoff. Organizations with more complex synchronization or automation requirements can also use Wrike Sync or Wrike Integrate to build more advanced connections between their systems.

Salesforce project management made easier with Wrike

Every team has different requirements when it comes to connecting Salesforce with a project management system, including how much data needs to be synced, which Salesforce objects need to be supported, and how automated the handoff into project work should be.

The tools in this guide approach Salesforce integration in different ways, from simple CRM visibility to two-way syncing and automated project creation. Wrike is a strong fit for teams that need Salesforce data to move beyond sales and into broader cross-functional project execution.

By connecting Salesforce with Wrike, sales teams can continue to manage opportunities and customer relationships in Salesforce, while delivery, marketing, operations, and other teams manage work in Wrike. This helps reduce manual handoffs, improve visibility, and keep customer context connected to the projects it ultimately creates.

Frequently asked questions about PM tools that integrate with Salesforce

What project management tools integrate with Salesforce?

Project management tools that integrate with Salesforce include Wrike, Asana, Monday.com, Smartsheet, Teamwork, ClickUp, and Airtable. Their integrations vary in how Salesforce data is synced, which objects are supported, and whether Salesforce activity can automatically trigger new project work.

Can Salesforce be used for project management?

Salesforce can support some project-related processes through custom objects, workflows, and apps, but it is primarily a CRM. Teams managing more complex work should look for a third-party tool with a Salesforce integration to unlock more advanced features and capabilities like task dependencies, resource planning, approvals, workload management, and project reporting.

What is the best project management software for Salesforce?

The best project management software for Salesforce depends on how your team works. Wrike is a strong option for enterprise cross-functional work, while Asana and Teamwork are well-suited to sales-to-project handoffs. Other tools like Airtable are useful for building custom workflows around Salesforce data.

Does Salesforce have a native project management tool?

Salesforce does not have a full native project management platform comparable to tools like Wrike, Asana, or Monday.com. Teams can build project processes in Salesforce using custom objects and automation, or install project management apps from the Salesforce AppExchange. But organizations that need more advanced project planning and cross-functional collaboration often integrate Salesforce with a dedicated project management tool.