Asana and Salesforce integration and automation

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No coding. Business professionals that want to integrate asana and salesforce love that Tray.io’s Cloud Platform gives them the power to integrate and configure flexible workflows. See how Tray.io can transform your business Marketing organization.

Asana & Salesforce customers have seen:

  • Boosts in team efficiency by connecting Asana to Salesforce
  • Streamlined internal processes with workflow to productivity tools
  • Better accountability with fully synced systems across their organization

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Create Asana Projects for your Accounts & Opportunities

Automatically create Asana projects for every Account, Opportunity (or custom object) in Salesforce. Pass the Salesforce data that matters seamlessly into Asana, and keep it updated in real-time.

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Automate Your Task Lists

Don't settle for simple project creations. Let tray create a standard set of tasks for every Salesforce Account, and even (getting smart here) selectively create different tasks based on data that exists in Salesforce.

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Sync Asana Back to Salesforce

Different people live out of different tools. Sync Asana data back into Salesforce as “activities” and let your Sales Director get a quick overview in Salesforce, while your implementation team works out of Asana.

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Deciding to work with Tray.io was a no-brainer. The team members at Tray were willing to get on the phone with us right away and figure out a solution. They were incredibly helpful from the very beginning.

Julie Hildenbrand

Manager of Strategic Business Initiatives

Trusted By Top Business Professionals

Integrate Asana and Salesforce With These Connectors And More

About Tray.io
Tray.io is the API integration and automation platform for business. Turn your team into citizen automators.
Call Us At +1 (415) 418-3570
If you would like to talk to us immediately about your automation requirements then please give us a call.

Get A Demo

1:1 with a Tray product expert

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