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Asana + Pipeline CRM

Asana + Pipeline CRM

Asana + Pipeline CRM integrations

Create new tasks on Asana for moved deals on Pipeline CRM

Need to make sure the team on Asana gets to work as soon as your deals are ready? Use this Pipeline CRM Asana integration to react automatically, creating a new task on Asana for each new deal that moves between stages on Pipeline CRM so your workflow never misses a beat.

  1. When this happens...
    Moved Deal
    Moved Deal
    Moved DealTriggers when a deal in your PipelineDeals account is moved from one deal stage to another.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a new task in Asana with specified details.
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More things you can do with Pipeline CRM and Asana

Discover other triggers and actions you can use with Pipeline CRM and Asana

    • Status
    • Source
    • Stage
    Trigger
    Instant
    Try It
  • Pipeline CRM triggers, actions, and search
    New Company

    Triggers when a new company is created in your PipelineDeals account.

    Trigger
    Instant
    Try It
    • Source
    • Status
    Trigger
    Instant
    Try It
    • Name
      Required
    • Description
    • All Day?
    • Association Type
    • Association ID
    • Start Time
    • End Time
    • Category
    • Owner ID
    Action
    Write
    • Stage
    • Status
    • Source
    Trigger
    Instant
    Try It
    • Status
    • Source
    • Stage
    Trigger
    Instant
    Try It
    • Person ID
    • Category
    • Deal ID
    • Company ID
    • Content
    • User ID
    • File URL
    Action
    Write
    • Name
      Required
    • Description
    • All Day?
    • Due Date
    • Association Type
    • Association ID
    • Category
    • Owner ID
    Action
    Write
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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.
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About Pipeline CRM
Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
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