Asana + Salesforce
Integration + Automation

On-demand demo

Asana
+
Salesforce

Asana and Salesforce Solutions

Uses

All, Marketing, Sales

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.

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    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

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    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

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    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 followers to a task

Add members to portfolio

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

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What would you like to connect?

Relational Junction