Customer Relationship Management (CRM)
On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all
Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all
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, Add members to project, Add project status update, Add project to portfolio, Add tag to task, Add task dependenciesShow all
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.
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.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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