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SalesforceIQ and Asana integration + automation

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

SalesforceIQ and Asana Connector Details

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SalesforceIQ

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Delete AccountGet Account By IDCreate AccountGet List ItemCreate ContactUpdate ContactDelete ContactDelete List ItemGet ContactGet All ContactsGet List ItemsGet Lists
UsesAll
CategoryProject Management
Connector TypeTray Connector
Operations
Add custom field to portfolioAdd custom field to projectAdd drop down option to custom fieldAdd followers to a taskAdd members to portfolioAdd project status updateAdd project to portfolioAdd tag to taskAdd task dependenciesAdd task to projectAdd task to sectionCopy all project custom fieldsand 60 more...
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Tray 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
Udemy

Tray is the leading AI ready integration and automation platform

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