IntegrationsDynamic Asana + Copper integrations
Easily stand up custom Asana + Copper integrations in minutes with the low-code Tray Platform. Any business user can deeply connect their CRM, project management platform, and any data source in their revenue stack, without needing extensive IT support.
Our platform makes it easy to build API-level integrations between any of your most essential apps in minutes. Using our 100% visual builder, you can bi-directionally sync Asana, Copper, and any data source, including flat files (such as CSVs), FTPs, webhooks, email, and any other software—even using data within custom fields.
There’s more to the Tray Platform than just integrations. You can also use our platform to build custom Asana + Copper automation to drive sales productivity and win more deals. Anyone can easily launch flexible, multi-step workflows that minimize manual work and enable you to refocus on improving sales execution. Now, you can use our platform to increase revenue, deliver projects on time, and scale mission-critical sales processes.
AutomationEffortless Asana + Copper automation
You’ll need more than Asana + Copper connectors to take control of your CRM and task data. You’ll also need powerful, multi-step automation to fully streamline your lead and project management data at scale. There are no limits to the combination of tools you can connect, such as your internal chat tool, marketing automation platform, helpdesk, sales engagement software, business intelligence platform, content management system, e-signature platform, data warehouse, and more.
Whether you work in sales, marketing, sales operations, revenue operations, or any other role across the organization, you can orchestrate powerful automation that kicks off an infinite variety of operations. For example, you can freely flow data for leads, opportunities, accounts, projects, and tasks across any number of tools. You can automatically create Asana projects whenever you convert a lead. Or, you can dynamically update Copper records when you complete Asana tasks.
Even if you have unique business needs, the Tray Platform’s unparalleled flexibility means you can launch custom Asana + Copper automation with ease. We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can build customized workflows to meet any use case.
Use casesScale your lead and project management today
Business users rely on the Tray Platform to build Asana + Copper integrations rapidly. Power users rely on our platform to handle heavy-duty data jobs that process billions of events every day. And thanks to our elastic, serverless architecture, your workflows scale automatically regardless of your data needs change.
Improve conversions and drive sales pipeline with advanced Asana + Copper automation. Need to streamline the sales and post-sales handoff by automatically creating context-rich projects and tasks with customer details, implementation plans, and onboarding training? Need to make territory planning a breeze by dynamically assigning sales reps with geographic locations, sales targets, and goals? Need to create an end-to-end sales enablement repository by flowing data for historic leads, closed-won deals, documentation, and presentation decks into your data warehouse? The Tray Platform can automate any use case since we also connect important apps such as Slack, Jira, Zendesk, WordPress, Outreach, HubSpot, Marketo, Microsoft Azure, DocuSign, Power BI, and many others.
IT teams trust our platform’s enterprise-grade security. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, HIPAA, and CCPA.
