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Asana + Pipedrive

Attach files in Asana for new Pipedrive leads

Efficiently manage new leads in Pipedrive by connecting them with essential files in Asana tasks using this streamlined workflow. When a new lead is added in Pipedrive, this process swiftly attaches a related file to a task in Asana, ensuring your team has all the necessary information at their fingertips. Save time and boost organization by simplifying your sales process with this seamless solution.

Efficiently manage new leads in Pipedrive by connecting them with essential files in Asana tasks using this streamlined workflow. When a new lead is added in Pipedrive, this process swiftly attaches a related file to a task in Asana, ensuring your team has all the necessary information at their fingertips. Save time and boost organization by simplifying your sales process with this seamless solution.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a lead is created.

    TriggerPolling
  2. automatically do this!
    AsanaAsana
    Attach File

    Attaches a File to a task.

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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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.

Related categories

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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.
Triggers & Actions