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All, Marketing, Sales
Business professionals who want to integrate Asana with Copper trust the Tray Platform, which makes it easy to eliminate manual tasks, like data entry, so teams can work together more efficiently with our low code general automation platform.
Trigger customer onboarding tasks in Asana whenever a deal is closed won in Copper
Reengage cold leads by automatically assigning tasks to sales reps in Asana based on data in Copper
Speed up post sales and pre sales customer-facing communications with automated project tracking
By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.
Add custom field to portfolio
Add custom field to project
Add drop-down option to custom field
Add followers to a task
Add members to portfolio
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