Sales and services - Tray.io + Asana

Modified on Tue, 16 Jul at 1:57 PM

Access to tray.io templates allows you to integrate your Asana workflows with Google Forms and Salesforce. Learn more about using tray.io with Asana here.

Salesforce

The Salesforce and Asana integration, connected by tray.io, is quick and easy to set up and allows you to further customize your workflows between Salesforce and Asana.

salesforce and asana

Connect Salesforce and Asana to:

  • Standardize your CRM processes
  • Create Asana projects for your Accounts & Opportunities
  • Automate your task lists

Opportunities created in Salesforce will automatically create an Asana task for the Opportunity, using a template task you've already created in Asana.

Google Forms

Create Asana tasks and projects from new Google Form submissions to standardize internal processes, collect information and keep your team members on track.

google forms and asana


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