For many teams, Salesforce can close the deal—but it can’t run the work. The result is a familiar cycle of copying customer and deal details into separate project tools. This guide lays out five top-rated project management options—Jira, Asana, Smartsheet, mon
When a deal closes in Salesforce. the next step is supposed to be simple: turn that CRM record into real work. For many teams, it isn’t. They end up manually copying customer information into a separate project management tool—jumping between two systems where nothing stays in sync. updates are missed. and someone is always forced to maintain a spreadsheet they didn’t want to maintain in the first place.
The cost of that friction is bigger than it looks from the outside. Salesforce’s MuleSoft connectivity benchmark report says 81% of IT leaders say data silos are slowing digital transformation. while 95% report integration challenges that make it harder to adopt AI and move work forward. And when project teams are stuck with disconnected data. the fallout shows up as missed updates. duplicate work. and slower handoffs.
Below is a shortlist of five project management tools that integrate with Salesforce—selected from G2’s Summer Grid Report 2026—and how those integrations work in practice, including pricing, features, sync direction, and what reviewers like and dislike.
Jira: a visibility tool for dev-to-delivery work
Jira’s Salesforce integration is rated 4.3/5 on G2. Its starting price is $9.05/user/mo (Standard) plus connector cost. The integration is described as third-party only, using connectors such as Getint and Exalate, with bidirectional sync, custom objects, comment sync, and custom field mapping.
The integration is positioned as a bridge between customer-facing activity and project execution. The setup is aimed at creating Jira issues from Salesforce records. cases. opportunities. or customer requests; linking Salesforce accounts. opportunities. or cases to Jira tickets; syncing key status updates between Jira and Salesforce; giving visibility across sales. support. customer success. product. and engineering; and automating workflows based on Salesforce events or field changes.
Reviewers emphasize visibility through tickets, boards, dashboards, filters, and status updates. Praise also centers on flexibility and automation for routing customer issues, triggering onboarding or implementation tasks, standardizing repeatable steps, and keeping sprint or project work organized.
But Jira’s complexity can be a hurdle for non-technical teams. One G2 reviewer. Harshit S. a Salesforce Developer. wrote: “Jira is easy to use even for complex projects. helping teams manage Salesforce implementations. capture client requirements. break work into manageable tasks. plan sprints. and track priorities in one place.” Another reviewer. Kartik C. an Assistant Consultant. said: “Once tickets are closed. post-processing them requires integrating with Salesforce or moving the tracking process to Salesforce. Jira does not have built-in automation tools for this post-activity workflow.”.
Asana: better for cross-functional handoffs
Asana is rated 4.4/5 on G2, with a starting price of $30.49/user/mo (Advanced, monthly). Its integration is described as native and rules-based, with one-way sync from Salesforce to Asana (SF→Asana). The integration supports auto-create tasks, triggers automations, and uses no-code setup.
The product’s Salesforce integration is framed as a way to convert CRM activity into tasks, projects, and cross-functional workflows. Key features include creating or updating Asana tasks based on Salesforce record changes; using Salesforce objects and fields such as opportunities or accounts as rule conditions; keeping Salesforce data synced in Asana so teams can work with current context; connecting sales opportunities to project. implementation. or customer-facing work; and automating sales-to-delivery handoffs to reduce manual follow-up.
Reviewers often connect Asana with better project visibility across teams. One reviewer quoted in the guide said Asana helped provide “visibility of workflow across the wider teams.” Others described using Asana to track opportunities. meetings. client work. implementation projects. and cross-team progress.
Ease of use and collaboration appear frequently as well. with comments highlighting real-time calendar. task assignment. progress tracking. boards. timelines. ownership. deadlines. and status updates. Reviewers also mention integrations with Salesforce, Slack, Google Workspace, Microsoft 365, and other tools.
Still, the integration depth is where some users push back. Kimara M., a Manager of Partnerships, wrote: “Asana has streamlined work organization, boosted productivity, and improved project accountability. Its real-time calendar. task assignment. progress tracking. and Salesforce integration help improve cross-department collaboration and visibility.” Vanessa L. a Head of Business Development. responded with a limitation: “Salesforce integration could be better. especially for syncing opportunities with Salesforce records or making notes visible across both Asana and Salesforce.”.
Smartsheet: a reporting-heavy visibility layer
Smartsheet is rated 4.4/5 on G2, with custom pricing for “Advanced work management.” Its integration is described as a native connector with bidirectional per-field sync, custom objects, filter conditions, and a no-code workflow wizard.
Smartsheet’s Salesforce integration is aimed at connecting CRM activity with project tracking, reporting, and workflow automation. It supports syncing Salesforce data into sheets; turning sales or customer activity into actionable project work; and providing visibility through dashboards. reports. alerts. and shared views.
Key features include connecting Smartsheet with Salesforce to keep sales. customer. and project data tied together; pulling or importing Salesforce data into Smartsheet for project tracking. reporting. or forecasting; using dashboards. reports. and Gantt/project views for visibility beyond Salesforce; supporting workflow automation. reminders. alerts. and notifications around Salesforce-connected work; and enabling collaboration from a shared workspace.
In the reviewer feedback summarized in the guide. Smartsheet comes across less as a CRM replacement and more as a visibility layer around Salesforce. Some users describe connecting Smartsheet to Salesforce and Slack to import workflows. upload Salesforce forms. track progress. and receive task notifications. Others describe pulling data from Salesforce for revenue projections, project plans, load-out forecasting, customer requests, or implementation work.
Smartsheet’s spreadsheet-style interface, shareable sheets, dashboards, real-time updates, reminders, and automation are cited as reasons teams stay aligned. Reviewers also describe the Salesforce integration as “great,” “simple,” or useful for creating a single source of truth across teams.
The main downside is procurement and cost. Syed M. a Service Delivery Manager. said: “Smartsheet connects with Salesforce and Slack. making it easier to import workflows. receive immediate task updates. upload forms from Salesforce. and track project progress across teams.” But one drawback was also explicit in the guide: “The Salesforce integration adds extra cost on top of user licenses. which can create additional procurement steps and make adoption harder across large teams.”.
monday Work Management: built for real-time sync
monday Work Management is rated 4.7/5 on G2 and listed with a starting price of $14/month (low integrations). Its integration is described as native, with bidirectional sync, 8 standard plus custom objects, a workflow builder, auto-create items, and people field mapping.
The integration is positioned as a way for Salesforce activity to flow directly into shared project boards, workflows, and dashboards. It’s framed as turning records. files. sales updates. and customer-related actions into trackable work—reducing manual handoffs between sales. operations. delivery. and project teams.
Key Salesforce integration features highlighted include connecting Salesforce-related activity to monday boards. tasks. and workflows; creating or triggering monday from Salesforce activity such as records. files. or sales process steps; using automation to reduce manual follow-ups. status updates. and handoffs; giving shared visibility into customer-related work; and centralizing Salesforce-connected project work alongside dashboards. updates. files. and team communication.
Reviewers connect monday’s Salesforce integration with better workflow visibility. The guide describes users moving away from scattered notes. spreadsheets. and CRM-only task tracking by giving everyone a shared place to see project status. ownership. deadlines. and next steps. It also points to using that visibility to track customer follow-ups, campaign work, sales handoffs, implementation steps, and internal requests.
Ease of use and automation are also frequent themes: monday is described as intuitive, visual, customizable, and easy to adopt, and reviewers mention automations, integrations, webhooks, dashboards, and connected workflows.
But reviewers also acknowledge limits to how seamless the integration feels out of the box. Zachary P. a Senior Client Success Manager. wrote: “The Salesforce integration in monday Work Management helps streamline campaign setup by pulling in relevant information and making it easier to share preloaded details with operations teams.” Josh D. a Chief Operating Officer. said the main challenge is “a lack of true compatibility between monday and Salesforce. Moving from Salesforce could be smoother with better assistance, complexity limits, and column types built for Salesforce-style data.”.
ClickUp: a budget-friendly option with partial native support
ClickUp is rated 4.6/5 on G2, with a starting price of $10/user/mo (Unlimited, monthly). The guide describes its Salesforce integration as partial native support (“Biz+ for full sync”). It includes accounts & Opportunities sync, task auto-creation, Universal Search, and Zapier for broader coverage.
The integration is framed as bringing Salesforce-related work into tasks, lists, dashboards, custom fields, and automated workflows. Teams can sync or reference customer and account context. route sales or support handoffs. track implementation and onboarding work. and automate updates across sales. customer success. support. and delivery teams.
Key Salesforce integration features include building custom integrations between Salesforce and ClickUp workflows; syncing Salesforce-related project tracking. account data. or support processes into ClickUp; automating workflows to reduce manual handoffs; using dashboards. tasks. lists. and custom fields to track Salesforce-connected work; and centralizing customer. implementation. onboarding. and project activity in one workspace.
Reviewers in the guide describe ClickUp as improving operational visibility. including examples of building a custom Salesforce integration to support communication between delivery teams and ongoing support workflows. and integrating ClickUp with Salesforce. Power BI. and SQL to automate data extraction and synchronize project tracking in real time.
Customization and workflow automation are emphasized again. Reviewers describe ClickUp as adaptable, visual, and useful for structuring delivery processes, assigning work, tracking implementation progress, creating dashboards, and centralizing customer-related information.
Still, some reviewers want smoother information transfer between ClickUp and Salesforce and fewer workarounds through Zapier. Mathew T. a Head of Delivery. wrote: “ClickUp helps structure the full delivery process from onboarding through post-delivery. and its custom Salesforce integration supports smoother communication between delivery teams and ongoing support workflows.” A Verified User in Marketing and Advertising added: “More training would be helpful for learning how to use ClickUp effectively and transfer information from ClickUp to Salesforce.”.
The common thread is sync—and the parts that break when teams scale
Across Jira. Asana. Smartsheet. monday Work Management. and ClickUp. G2 reviewers most often value better visibility. workflow automation. cross-functional handoffs. and fewer manual updates between Salesforce and project execution. But the differences are in how much of that vision is native to the tool. whether the sync is genuinely bidirectional. and how much field mapping or setup effort is required.
A few of the frictions show up repeatedly: some integrations add cost on top of licenses, some rely on third-party connectors, and some reviewers say deeper Salesforce-specific synchronization—such as opportunities, notes visibility, or post-activity workflows—could be better.
If you’re evaluating Salesforce-connected project management software. the guide recommends focusing on six practical areas: sync direction and frequency (confirming bidirectional and whether updates run in real time or in scheduled batches); custom field mapping (because many tools only sync standard fields); native AppExchange apps versus third-party connectors (with AppExchange generally requiring less maintenance than MuleSoft or Zapier-style middleware); Closed Won automation (automatically spinning up a project. assigning an owner. pulling in client details. and setting baseline timelines); permission planning (scoping who can see pipeline values or internal notes); and adoption (because if the workflow feels clunky or requires constant context switching. teams revert to Slack messages and spreadsheets).
Before rolling anything out. the guide outlines a typical connection process—installing a native connector or AppExchange app. authenticating both accounts. mapping Salesforce fields to the PM tool’s fields. setting automation triggers. and running a test before going live. It also stresses the need to audit Salesforce data before integration settings. choose a connection method based on technical capacity. map fields (including custom fields). set trigger events and automation rules such as “Closed Won. ” run a controlled test with real data to check field population. trigger behavior. and permissions. and assign an owner with a review cadence so the integration doesn’t drift as both platforms and workflows change.
In the end, the buyer’s job isn’t just to pick a tool—it’s to make sure Salesforce stops being the place where information is trapped, and starts being the place where it flows into work that actually gets done.
Salesforce integration project management software Jira Asana Smartsheet monday work management ClickUp MuleSoft Zapier AppExchange bidirectional sync field mapping Closed Won automation G2 rating