Capsule CRM and Asana integration + automation

Capsule CRM and Asana integrations couldn’t be easier with the Tray Platform’s robust Capsule CRM and Asana connectors, which can connect to any service without the need for separate integration tools.

Capsule CRM and Asana Connector Details

Capsule CRM

Capsule CRM

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Update partyCreate opportunityCreate partyDelete opportunityGet milestoneGet opportunityGet partyList countriesList custom fieldsList custom titlesList lost reasonsList milestones
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UsesAll
CategoryProject Management
Connector TypeTray Connector
Operations
Update taskAdd followers to a taskAdd custom field to projectDelete taskAdd members to portfolioAdd members to projectAdd project status updateAdd project to portfolioAdd tag to taskAdd task to projectAdd task to sectionCopy all tasksand 60 more...
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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