Asana + Pipedrive

Create Asana projects from templates for updated Pipedrive deals

Enhance your project management by transforming updated deals in Pipedrive into new projects in Asana through this seamless workflow. Once set up, each time a deal is updated in Pipedrive, a matching project is created from a template in Asana. This helps in maintaining consistency in your project organization and ensures timely response to each updated deal. Enjoy a more streamlined work process by connecting Pipedrive and Asana efficiently.

Enhance your project management by transforming updated deals in Pipedrive into new projects in Asana through this seamless workflow. Once set up, each time a deal is updated in Pipedrive, a matching project is created from a template in Asana. This helps in maintaining consistency in your project organization and ensures timely response to each updated deal. Enjoy a more streamlined work process by connecting Pipedrive and Asana efficiently.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal

    Triggers when an existing deal is updated.

    TriggerInstant
  2. automatically do this!
    AsanaAsana
    Create Project From Template

    Creates a new project from a custom template.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
asana logo
asana logo

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
Learn more

Related categories

  • Project Management

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pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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