5 Best Project Management Software that Integrate with Salesforce

If you've ever closed a deal in Salesforce and then had to manually copy all that customer info into a separate project management tool, you know how painful it is. Most teams are stuck jumping between two worlds — Salesforce for the sales side and another tool to actually run the work. Nothing stays in sync, things fall through the cracks, and someone's always updating a spreadsheet they shouldn't have to.

It’s a bigger problem than most teams realize. According to Salesforce’s MuleSoft connectivity benchmark report, 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. For teams managing projects in Salesforce, that disconnected data can quickly turn into missed updates, duplicate work, and slower handoffs.

In this guide, I've broken down the best 5 project management tools that integrate with Salesforce so you can stop copy-pasting between apps and actually focus on the real work.

Project management tools for Salesforce: pricing, features, and ratings

These top-rated project management tools offer varying levels of Salesforce integration, from native no-code connectors to third-party sync solutions. Monday work management, Smartsheet, and Asana provide stronger native integration options, while Jira relies on third-party connectors, and ClickUp offers partial native Salesforce support with broader automation via Zapier.

*Based on G2’s Summer Grid Report 2026, these PM tools are among the top-rated in their category. I’ve included each product's features, pricing, and sync behavior. Images have been taken from the respective G2 product page. Pricing information reflects the current pricing details as of 4th June, 2026.

Which project management software tools integrate with Salesforce?

Salesforce-integrated project management tools help teams turn CRM activity into trackable work across sales, customer success, operations, and delivery. 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.

1. Jira: Best for dev-to-delivery visibility

G2 rating: 4.3/5

Jira’s Salesforce integration helps teams connect customer-facing activity with project execution, making it easier to turn sales, support, and customer success inputs into trackable work. As I reviewed user feedback, I found that buyers value Jira most when Salesforce-connected requests need clearer ownership, better visibility, and more automated follow-through across teams.

Key Salesforce integration features to highlight:

• 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 sales and customer-facing teams visibility into project, bug, onboarding, or implementation progress
• Automating workflows based on Salesforce events or field changes

What stood out to me most was how often users connected Jira with better project visibility. G2 reviewers described being able to track Salesforce-driven work through tickets, boards, dashboards, filters, and status updates, giving sales, support, customer success, product, and engineering teams a clearer shared view of progress. From a buyer’s perspective, this makes Jira a strong fit for teams that want fewer handoffs lost between CRM conversations and delivery workflows.

I also noticed consistent praise for Jira’s flexibility and automation potential. Users pointed to workflows that help route customer issues, trigger onboarding or implementation tasks, standardize repeatable steps, and keep sprint or project work organized. While Jira may take some setup, the reviews suggest that once teams configure it around their process, it can make Salesforce-connected work easier to manage and scale.

Jira can feel complex, especially for non-technical users or teams building more advanced Salesforce workflows. Some buyers may need admin support, training, or clearer governance to get the most from it. Still, after reviewing the feedback, I’d frame Jira as a powerful, visibility-focused PM tool for teams that want Salesforce-connected work to move through clear, automated, and accountable project workflows.

2. Asana: Best for cross-functional handoffs

G2 rating: 4.4/5

Asana’s  Salesforce integration helps teams connect sales activity with project execution, making it easier to turn CRM-driven work into tasks, projects, and cross-functional workflows. It can support use cases like triggering Asana work from Salesforce record changes, syncing customer or opportunity context, and helping sales, customer success, marketing, and delivery teams coordinate follow-through in one shared workspace. For buyers comparing Salesforce-integrated PM tools, Asana is especially useful when teams want an easy-to-use project layer that brings more visibility, ownership, and automation to Salesforce-connected work.

Key Salesforce integration features to highlight:

• 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 the current context
• Connecting sales opportunities to project, implementation, or customer-facing work
• Automating sales-to-delivery handoffs so teams can reduce manual follow-up

What stood out to me positively is that reviewers who mention Salesforce often connect it with better project visibility. One G2 reviewer specifically said Asana helped provide “visibility of workflow across the wider teams” alongside Salesforce integration, while others described using Asana to track opportunities, meetings, client work, implementation projects, and cross-team progress. For buyers, this suggests Asana’s Salesforce value is less about replacing CRM work and more about helping teams turn Salesforce-related activity into visible, accountable execution.

I also saw positive feedback around ease of use and collaboration. Reviewers described Asana as intuitive, easy to adopt, and helpful for keeping teams aligned through tasks, boards, timelines, ownership, deadlines, and status updates. When paired with Salesforce, that ease of use matters because sales and customer-facing teams need a project layer that does not feel overly technical. Some reviewers also highlighted integrations with Salesforce, Slack, Google Workspace, Microsoft 365, and other tools as helpful for keeping work connected across departments.

Asana can be a strong Salesforce-connected PM tool for teams that want to turn CRM activity into organized project work. One drawback to consider is that some G2 reviewers want a deeper native Salesforce experience, especially around syncing opportunities, visibility of notes, and setup. That said, Asana’s rules-based Salesforce integration can still help teams automate task creation, connect sales activity to project workflows, and reduce manual follow-up.

3. Smartsheet: Best for reporting-heavy operations 

G2 rating: 4.4/5

Smartsheet’s Salesforce integration helps teams connect CRM activity with project tracking, reporting, and workflow automation. It can support use cases like syncing Salesforce data into sheets, turning sales or customer activity into actionable project work, and giving teams visibility through dashboards, reports, alerts, and shared views. For buyers comparing Salesforce-integrated PM tools, Smartsheet is especially useful when teams want a flexible, spreadsheet-style workspace to manage Salesforce-driven work across sales, operations, customer success, and project teams.

Key Salesforce integration features to highlight:

• 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 to improve visibility beyond Salesforce
• Supporting workflow automation, reminders, alerts, and notifications around Salesforce-connected work
• Helping sales, customer-facing, operations, and project teams collaborate from a shared workspace

What stood out to me is that G2 reviewers frame Smartsheet 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 mention using Smartsheet to pull data from Salesforce for revenue projections, project plans, load-out forecasting, customer requests, or implementation work. In those cases, the value is less about Salesforce record management itself and more about turning Salesforce-related activity into visible, organized, and trackable work.

I also saw positive Salesforce-specific feedback around collaboration and ease of use. G2 reviewers mention Smartsheet’s familiar spreadsheet-like interface, shareable sheets, dashboards, real-time updates, reminders, and automation as helpful for getting teams aligned. A few reviewers specifically describe Salesforce integration as “great,” “simple,” or useful for creating a single source of truth across teams. For buyers, this suggests Smartsheet can be especially helpful when sales or customer data needs to be shared with project managers, operations teams, leadership, or external stakeholders in a format that is easier to manage than Salesforce alone.

4. Monday Work Management: Best for real-time sync

Monday Work Management is a strong choice for teams that want Salesforce activity to flow directly into shared project boards, workflows, and dashboards. Its Salesforce integration helps teams turn records, files, sales updates, and customer-related actions into trackable work, reducing manual handoffs between sales, operations, delivery, and project teams.

G2 rating: 4.7/5

Key Salesforce integration features to highlight:

• 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 sales, operations, delivery, and project teams shared visibility into customer-related work
• Centralizing Salesforce-connected project work alongside dashboards, updates, files, and team communication

What stood out to me positively is that G2 reviewers often connect Salesforce integration with better workflow visibility. Some users describe Monday as helping teams move 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. For Salesforce-connected teams, that visibility can make it easier to track customer follow-ups, campaign work, sales handoffs, implementation steps, and internal requests.

I also saw strong positive feedback around ease of use and automation. Reviewers describe Monday as intuitive, visual, customizable, and easy for teams to adopt, which matters when sales and customer-facing teams need a project layer that does not feel overly technical. Several Salesforce-related comments also mention automations, integrations, webhooks, dashboards, and connected workflows as useful for keeping work moving and reducing repetitive manual updates.

Monday Work Management can be a highly visual and flexible way to turn Salesforce activity into organized project execution. While Salesforce integration may not always feel deep or seamless out of the box, buyers who validate sync depth, automation rules, plan requirements, and field-mapping needs can still find it a strong fit for the right workflow.

5. ClickUp: Best for budget-conscious teams

G2 rating: 4.6/5

ClickUp’s Salesforce integration helps teams connect CRM activity with project execution by bringing Salesforce-related work into tasks, lists, dashboards, custom fields, and automated workflows. Teams can use it to 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. For buyers comparing Salesforce-integrated PM tools, ClickUp is especially useful when teams want a customizable workspace that can turn Salesforce-driven activity into visible, trackable, and automated work.

Key Salesforce integration features to highlight:

• Building custom integrations between Salesforce and ClickUp workflows
• Syncing Salesforce-related project tracking, account data, or support processes into ClickUp
• Automating workflows and reducing manual handoffs between sales, delivery, and support teams
• Using dashboards, tasks, lists, and custom fields to track Salesforce-connected work
• Centralizing customer, implementation, onboarding, and project activity in one workspace

What stood out to me is that Salesforce-related G2 reviewers often connect ClickUp with better operational visibility. One reviewer described building a custom Salesforce integration to support communication between delivery and support teams, while another mentioned integrating ClickUp with Salesforce, Power BI, and SQL to automate data extraction and synchronize project tracking in real time. This suggests ClickUp can work well for teams that need Salesforce data or activity to move into a more flexible project execution layer.

I also noticed good feedback around customization and workflow automation. G2 reviewers describe ClickUp as adaptable, visual, and useful for structuring delivery processes, assigning work, tracking implementation progress, creating dashboards, and centralizing customer-related information. For Salesforce-connected teams, that flexibility can help bridge the gap between CRM activity and day-to-day execution across sales, customer success, support, and project teams.

Some G2 reviewers wanted smoother information transfer between ClickUp and Salesforce, and fewer workarounds through tools like Zapier. Still, ClickUp offers useful Salesforce-related capabilities, including account and opportunity syncing, task creation, Universal Search, and automation support. 

What should I look for in a project management software integration with Salesforce?

Choosing the right PM tool is about finding an integration that actually holds up when your team is using it every day. Here are the six things that separate a smooth Salesforce integration from one that creates more work than it saves.

What challenges can come up during Salesforce integration, and how can you address them?

• Data doesn't sync in real time: Many integrations push data in batches, meaning updates made in one tool can take hours to show up in the other. Before choosing a tool, confirm it supports live, two-way sync — not just scheduled imports.
• The handoff from sales to delivery is still manual: When a deal closes in Salesforce, someone still has to go create the project in the PM tool, re-enter the client details, and set up tasks from scratch. Look for tools that automatically create a project when an opportunity hits "Closed Won," pulling in customer requirements and timelines without any manual work. 
• Custom fields in Salesforce don't map cleanly: Your Salesforce org likely has custom fields built for your business. Most PM tools only sync standard fields out of the box, so any custom data you care about may not come across. Ask vendors specifically how they handle custom field mapping.
• Admin setup is heavier than expected: Non-native integrations often require your Salesforce admin and sometimes an outside consultant to configure properly, which adds time and cost to the rollout. Native AppExchange tools typically install faster and require less ongoing maintenance. 
• Permissions and data access get messy: Not everyone on the PM side needs to see everything in Salesforce, and vice versa. Without proper permission planning upfront, you end up with either too much visibility or teams hitting access errors that stall the project.
• Adoption falls apart if the experience feels clunky: If the PM tool requires your team to log into a separate system that feels disconnected from Salesforce, they'll stop using it. Prioritise tools that embed directly inside Salesforce or have a tight enough integration that the context-switching is minimal.

Frequently asked questions about PM software that integrates with Salesforce

Have more questions? Find the answers below.