1.Find Deal and map fields
Integrate Pipedrive and crm reporting tools to lookup the full deal record by deal reference to map task fields.
Create cancellation task and subtasks from CRM activity
Automatically watch new activity matching a configured filter across Pipedrive and pull deal details for task creation. Create Asana tasks, add subtasks, log a dashboard row, and email the deal owner when CRM reduction activity appearsβso you can assign operations without manual follow-up.
How this automation creates organized follow-up from CRM activity
When partial reduction activity arrives in the CRM, delayed assignments can slow billing actions and handoffs. This automation finds the related deal, creates an Asana task with subtasks, then logs a dashboard row and emails the deal ownerβso your team can respond fast.
Pipedriveor swap with your favorite app
2.Create Asana task
Integrate Asana and task management tools to create a task in the configured project and section to assign work.
Asanaor swap with your favorite app
3.Create subtasks
Integrate Asana and workflow tracking tools to add subtasks under the parent task to align operations steps.
4.Add dashboard row
Integrate Google Sheets and reporting systems to append an audit row with timestamps and reduction fields to track completions.
Google Sheetsor swap with your favorite app
5.Send confirmation email
Integrate Gmail and email notifications to send the deal owner the task link and key fields to confirm next steps.
Gmailor swap with your favorite app
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See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
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