Asana + Salesforce
Integration + Automation

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Asana
+
Salesforce

Asana and Salesforce Solutions

Uses

All, Marketing, Sales

Salesforce and Asana

Business professionals who want to integrate Salesforce with Asana 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 Salesforce and ensure every new customer has great support and a seamless post sales experience

  • Reengage cold leads by automatically assigning tasks to sales reps in Asana based on data in Salesforce so you never miss out on a prospect ever again

  • Speed up post sales and pre sales customer-facing communications with automated project tracking and task management in Asana

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Niels Fogt Senior Director Growth
Asana

Asana

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Add custom field to portfolio

Add custom field to project

Add drop-down option to custom field

Add members to portfolio

Add members to project

Salesforce

Salesforce

Connection Type

Service connector Tray Connector

Triggers

On Custom Workflow Formula (advanced)

On Outbound Message (Advanced)

On Record Create

On Record Create or Update

On Record Field Change

Operations

Batch create records

Batch delete records

Batch update records

Bulk upsert records

Convert Lead

Popular Use Cases

Salesforce logo
Asana logo

Create Asana Tasks from new Salesforce Accounts

Salesforce logo
Asana logo

Sync Salesforce Tasks into Asana as Tasks

Salesforce logo
Asana logo

Create Asana Projects from new Salesforce Accounts

Salesforce logo
Asana logo

Create Asana Projects from new Salesforce Opportunities

Copper logo
Asana logo

Create Asana Projects from new Copper Opportunities

Pipedrive logo
Asana logo

Create Asana Projects from new Pipedrive Deals

Asana logo
Salesforce logo

Sync Asana Tasks to Salesforce

GoogleSheets logo
Asana logo

Create Asana tasks from new Google Form submissions

Salesforce logo
Asana logo

Create Asana Tasks from new Salesforce Opportunities

Segment logo
Zendesk logo
Salesforce logo

Track + auto-update records in Segment, Zendesk + Salesforce

Segment logo
Marketo logo
Salesforce logo

Prioritize leads with custom scoring in Marketo + Salesforce

Salesforce logo
Zendesk logo

Beat Salesforce SLAs by auto-prioritizing your Zendesk queue

Zendesk logo
Salesforce logo

Make CS handoffs seamless by connecting Zendesk + Salesforce

Segment logo
Eloqua logo
Salesforce logo

Lead attribution with customer data + Eloqua + Salesforce

Eloqua logo
Salesforce logo

Auto-refresh records in Eloqua and Salesforce

Marketo logo
Salesforce logo

Instantly auto-upload leads in Marketo + Salesforce

Marketo logo
Salesforce logo

Auto-refresh records in Marketo and Salesforce

Eloqua logo
Salesforce logo

Instantly auto-upload leads in Eloqua + Salesforce

Segment logo
Eloqua logo
Salesforce logo

Prioritize leads with custom scoring in Eloqua + Salesforce

Salesforce logo
Redshift logo
Segment logo

Personalize the customer journey in Redshift + Salesforce

Segment logo
Marketo logo
Salesforce logo

Lead attribution with customer data + Marketo + Salesforce

Salesforce logo
Google_BigQuery logo
Segment logo

Personalize the customer journey in BigQuery + Salesforce

Segment logo
Eloqua logo
Salesforce logo

Scale engagement + personalization in Eloqua + Salesforce

Segment logo
Marketo logo
Salesforce logo

Scale engagement + personalization in Marketo + Salesforce

Salesforce logo
Redshift logo

Get a full view of analytics in Salesforce + Redshift + BI

Salesforce logo
Google_BigQuery logo

Get a full view of analytics in Salesforce + BigQuery + BI

Marketo logo
Salesforce logo

Follow up fast with auto-enriched Marketo + Salesforce leads

Google_BigQuery logo
Salesforce logo

Rapidly ETL data between BigQuery + Salesforce + any source

Salesforce logo
Redshift logo

Rapidly ETL data between Redshift + Salesforce + any source

Salesforce logo
Google_BigQuery logo

Bidirectionally sync data in BigQuery + Salesforce

Salesforce logo
Redshift logo

Bidirectionally sync data in Redshift + Salesforce

Eloqua logo
Salesforce logo

Win more with auto-routing leads in Eloqua + Salesforce

Marketo logo
Salesforce logo

Win more with auto-routing leads in Marketo + Salesforce

Zendesk logo
Salesforce logo
Stripe logo

Segment customer accounts by value in Zendesk + Salesforce

Eloqua logo
Salesforce logo

Follow up fast with auto-enriched Eloqua + Salesforce leads

Salesforce logo
Google_BigQuery logo
Segment logo

Auto-detect upsells with BigQuery + Salesforce

Salesforce logo
Redshift logo

Prevent churn with data in Salesforce + Redshift

Salesforce logo
Redshift logo
Segment logo

Auto-detect upsells with Redshift + Salesforce

Salesforce logo
Google_BigQuery logo

Get real-time sales metrics in Salesforce + BigQuery

Marketo logo
Salesforce logo

Auto-match leads to accounts in Marketo + Salesforce

Salesforce logo
Redshift logo

Get real-time sales metrics in Salesforce + Redshift

Eloqua logo
Salesforce logo

Auto-match leads to accounts in Eloqua + Salesforce

The Tray Platform has connectors for Intercom
Salesforce logo

Enrich Salesforce Leads & Contacts with Intercom Data when Users in Intercom Are Updated

Salesforce logo
Slack logo

Send Slack Notification when new Objects Are Created in Salesforce

Salesforce logo
Asana logo

Create Asana Tasks from new Salesforce Accounts

Salesforce logo
Slack logo

When Salesforce Opportunities Are Created or Change Stage, Notify via Slack

The Tray Platform has connectors for Intercom
Salesforce logo

Enrich Salesforce Leads with Intercom Data when Leads are Saved

Salesforce logo
Asana logo

Sync Salesforce Tasks into Asana as Tasks

Salesforce logo
Slack logo

Create new Slack channels when Accounts in Salesforce Are Created

Salesforce logo
Asana logo

Create Asana Projects from new Salesforce Accounts

Salesforce logo
The Tray Platform has connectors for Intercom

Sync Salesforce People & Company Data to Intercom Users & Leads

Salesforce logo
Slack logo

Notify Sales Reps in Slack when New Leads in Salesforce are Assigned

Salesforce logo
Asana logo

Create Asana Projects from new Salesforce Opportunities

The Tray platform has connector to integrate Ring Central with your stack
Salesforce logo

Sync RingCentral Call Logs & Texts into Salesforce

Asana logo
Salesforce logo

Sync Asana Tasks to Salesforce

The Tray Platform has connectors for Intercom
Salesforce logo

Enrich Salesforce Contacts with Intercom Data when Contacts are Saved

The Tray Platform has connectors for Intercom
Salesforce logo

Sync Targeted Intercom Users into Salesforce as Leads

Salesforce logo
The Tray Platform has connectors for Intercom

Bulk Enrich All Existing Salesforce Leads & Contacts with Intercom User Data

Salesforce logo

Create a Sample Lead in Salesforce

Salesforce logo
Slack logo

Notify in Slack when new Salesforce leads are created

Salesforce logo
Asana logo

Create Asana Tasks from new Salesforce Opportunities

What would you like to connect?