Pipeliner and Asana integration + automation

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

Pipeliner and Asana Connector Details

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Pipeliner

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
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UsesAll
CategoryProject Management
Connector TypeTray Connector
Operations
Add custom field to projectAdd followers to a taskAdd members to portfolioAdd members to projectAdd project status updateAdd project to portfolioAdd tag to taskAdd task to projectAdd task to sectionCopy all tasksCreate custom fieldCreate portfolioand 84 more...
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With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi
Sean Passanisi, Senior Manager, Sales and Marketing Operations
Udemy

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