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.

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.Ĭraft powerful automated processes that connect Asana + Salesforce to drive revenue, supercharge project efficiency, and align internal teams. 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.īusiness 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. Go beyond integrations and use Asana + Salesforce automation to deeply connect your tech stack and enhance your team’s productivity. Build processes that make project management a breeze and unsilo your tech stack with the Tray Platform. 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.īut 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. Anyone can build integrations that sync data bi-directionally across all of your favorite systems, without IT resources.

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

Asana crm integrations