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Automation between Salesforce and Asana
What do you like best about the product?
Tray service and professional service - did all the necessary integration.
Very professional team.
Very professional team.
What do you dislike about the product?
Probably the only disadvantage is the complexity of the management system. Managing the flows looks complex to me, but on the other hand, only with the complexity we managed to reach the required automation.
What problems is the product solving and how is that benefiting you?
Combine Salesforce and Asana systems in order to have a more organized technical sales process.
As a result of Tray, we're able to manage complex sales process in Asana project management tool and not in Salesforce.
As a result of Tray, we're able to manage complex sales process in Asana project management tool and not in Salesforce.
Recommendations to others considering the product:
Tray is Zapier on steroids. It has all the integrations, and it can automate any process since workflows are fully customizable. Our goal was to auto create Asana project from Salesforce opportunities and we achieved it very easily and quickly. No other that we tested managed to that. The complex part was to sync back Asana updates to Salesforce - with Tray it was very easy.
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Tray Rocks
What do you like best about the product?
You can connect almost any tool to create custom and powerful integrations. It’s easy to map the data you care about into your core tooling. It’s also incredibly flexible, allowing you to quickly deploy, test, and debug without issues.
What do you dislike about the product?
It took a bit of time to fully understand how to use Tray. They have a great support team, however. They help you get started, if needed.
What problems is the product solving and how is that benefiting you?
Data enrichment, notifications and alerting for our sales team, and data cleanliness
Powerful tool for Real-Time Data, Automation
What do you like best about the product?
Tray's debug interface gives you instant feedback as you are building workflows, this allows you to build powerful processes much more quickly than other tools.
What do you dislike about the product?
Like the other reviewer said, it can take some time to get a grasp on how Tray workflows can be used. My advice is start small with some of their existing use cases, and after some trial and error you will likely be coming up with a lot more ways to use Tray.
What problems is the product solving and how is that benefiting you?
For us, Tray.io solves two critical business challenges:
1. Real-Time updates on 2 million+ customer records in 3rd party Email and marketing systems - Using Tray connectors, we're able to stream important customer activity from our core platform to 3rd party tools like Salesforce, Marketo and others, where we can respond to it instantly. Tray receives, transforms, routes and batches 15million plus messages a day with no problems. Their interface allows us to make updates and changes on the fly without involvement from engineering.
2. New Levels of Marketing Automation - By automating a lot of the marketing drudgery with Tray workflows, our Marketing team is able to focus on more strategic and impactful work. We spend much less time doing repetitive work like uploading audience CSV's, exporting results, moving or joining data from multiple systems, etc...
1. Real-Time updates on 2 million+ customer records in 3rd party Email and marketing systems - Using Tray connectors, we're able to stream important customer activity from our core platform to 3rd party tools like Salesforce, Marketo and others, where we can respond to it instantly. Tray receives, transforms, routes and batches 15million plus messages a day with no problems. Their interface allows us to make updates and changes on the fly without involvement from engineering.
2. New Levels of Marketing Automation - By automating a lot of the marketing drudgery with Tray workflows, our Marketing team is able to focus on more strategic and impactful work. We spend much less time doing repetitive work like uploading audience CSV's, exporting results, moving or joining data from multiple systems, etc...
Recommendations to others considering the product:
Don't be afraid to dig around in the UI and build test workflows in order to get a grasp on Tray's capabilities.
Leverage their customer service, they're extremely helpful and responsive.
Leverage their customer service, they're extremely helpful and responsive.
The Power and Flexibility of a Body Building Yoga Instructor
What do you like best about the product?
You can basically map any two tools with an API and perform robust workflows as if they were natively integrated. You can perform actions such as "Run this every Tuesday at 9pm" or "Once you get to the end, start again at the beginning", which other tools, to my knowledge, cannot do.
What do you dislike about the product?
Being such a robust tool, there is a rather gargantuan learning curve. To address this, the Tray team displays awesome customer service to help get people over the hump.
What problems is the product solving and how is that benefiting you?
Refreshing various fields in our database once per week. We also use it to keep other text fields up to date by adding the removing values as needed.
Recommendations to others considering the product:
Give it the time/effort that it deserves. You won't know how to do everything right off the bat, so leverage the resources you have (customer support) until it clicks for you.
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