Salesforce and Asana integration + automation

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

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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.

Salesforce and Asana Connector Details

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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CategoryProject Management
Connector TypeTray Connector
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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