Asana + Pipedrive

Create tasks in Asana for new deal matching filters in Pipedrive

When a new deal matches a specific filter in Pipedrive, this workflow gets to work and creates a related task in Asana. It's a great way to keep your project management closely aligned with your sales pipeline, ensuring no deals fall through the cracks, and every move is strategically organized in Asana. Boost efficiency and stay on top of your sales goals with this Pipedrive-Asana automation.

When a new deal matches a specific filter in Pipedrive, this workflow gets to work and creates a related task in Asana. It's a great way to keep your project management closely aligned with your sales pipeline, ensuring no deals fall through the cracks, and every move is strategically organized in Asana. Boost efficiency and stay on top of your sales goals with this Pipedrive-Asana automation.

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    TriggerScheduled
  2. automatically do this!
    AsanaAsana
    Create Task

    Adds a new task.

    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 moreHelp

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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