Asana + Salesforce
Integration + automation

The Tray Platform’s flexible, low-code platform enables anyone to easily integrate every app in their stack so they can automate any business process. Start innovating today.

Asana
+
Salesforce

Asana and Salesforce Solutions

Uses

All, Marketing, Sales

Business professionals that want to integrate Asana with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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    Integrate with any app with our unique Universal Connector

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    Easily use our drag-and-drop workflow builder

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    Partner with our CS team and receive hands-on Asana support

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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

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

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

On Custom Workflow Formula (advanced)

On Outbound Message (Advanced)

On Record Create

On Record Create or Update

On Record Field Change

With the Tray platform you can connect any web service

Easily integrate Asana + Salesforce

We make it easy to build the Asana + Salesforce integrations your team needs with the low-code Tray Platform. Anyone can stand up custom integrations in minutes, thanks to our visual, drag-and-drop workflow builder. Connect your project management tools, CRM, and any other data source using a single, powerful integration platform.

Connect Asana + Salesforce today to flow essential sales and project management data throughout your tech stack. Anyone can build integrations that sync data bi-directionally across all of your favorite systems, without IT resources. We can connect to any data source, including flat files such as CSVs plus any of your go-to cloud-based tools— even using data within custom fields. 

But why stop there? Not only can you take full control of your data with easy Asana + Salesforce integrations, but you can also design multi-step processes that automate time-consuming manual work and empower your team to refocus on more-strategic tasks. Build processes that make project management a breeze and unsilo your tech stack with the Tray Platform.

Powerful Asana + Salesforce automation

Go beyond integrations and use Asana + Salesforce automation to deeply connect your tech stack and enhance your team’s productivity. Automate any process that touches Asana, Salesforce, and all the other apps you use every day, including marketing automation platforms, customer data platforms, and support tools. 

Business users in sales, marketing, revenue operations, and countless other departments across the organization use the Tray Platform to support business-critical processes that boost efficiency and drive revenue. Our library of pre-built connectors, data helpers, and logic-based operators empowers anyone to build custom processes that meet their unique needs for RFPs, approvals, and many other valuable use cases. 

Craft powerful automated processes that connect Asana + Salesforce to drive revenue, supercharge project efficiency, and align internal teams. You can rapidly onboard new customers by automating the pre- and post-sales handoff, highlight key deals by passing real-time sales data into projects and reports, promote sales productivity by creating action items after calls, and so much more.

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Tray Embedded enables teams to scale and increase retention

Take Asana + Salesforce to the next level

Non-technical users with limited integration experience love that the Tray Platform is easy enough for them to build custom integrations on their own. Yet power users also rely on the Tray Platform to stand up critical, heavy-duty processes that touch billions of records across all their systems. We built our platform on elastic, serverless architecture, so your workflows can scale as your data needs evolve. 

Do you need to boost sales productivity by assigning action items to your sales development team in Asana after wrapping up a call? Do you need to onboard new customers faster by automatically sharing key sales context between your pre- and post-sales teams? Do you need to pass essential business data between Asana, Salesforce, and other systems in your tech stack, including marketing automation platforms such as Marketo, support platforms such as Zendesk, file-sharing services such as Dropbox, or ticket management systems such as Jira? The Tray Platform gives you the flexibility to design, build, and automate sophisticated processes that include project management and important sales data across your entire sales motion.

We built the Tray Platform with enterprise-grade security in mind so that we can handle even your most sensitive data. We’re compliant with enterprise-grade data privacy regulations, including SOC 2 Type 2 certification, plus GDPR and CCPA compliance.

What would you like to connect?