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Asana + Pipeline CRM

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.

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...
    Pipeline CRMPipeline CRM
    Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

    TriggerInstant
  2. automatically do this!
    AsanaAsana
    Create Task

    Adds a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • NameRequired

    • 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
    • NameRequired

    • Description

    • All Day?

    • Due Date

    • Association Type

    • Association ID

    • Category

    • Owner ID

    Action
    Write
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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pipelinedeals logo
pipelinedeals logo

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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