Pipedrive
Asana
zapier

An automated workflow using zapier

Connects Pipedrive + Asana

Add new Pipedrive deals to Asana as tasks

About this workflow template

This automation scenario allows you to connect Pipedrive and Asana

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Pipedrive and Asana can also be integrated using automation tools other than zapier:

Diagram

Add new Pipedrive deals to Asana as tasks
Workflow diagram: Pipedrive + Asana integration

How it works?

When this trigger fires in Pipedrive

Pipedrive

New Deal in Pipedrive

Triggers when a new deal is created.

Then these actions happen in Asana

Asana

Create Task in Asana

Adds a new task.

Asana

Create Task (Legacy) in Asana

Adds a new task. Please make a backup copy of this Zap, and use the other/newer version of this Action.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Pipedrive deals to Asana as tasks.

Part I

Configure Applications

First, we need to connect Pipedrive and Asana to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive credentials.

  • Connect Asana to Zapier.

    Connect Asana to Zapier.

    Give Zapier access to your Asana account, using Asana credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Pipedrive

    Set up a Trigger action for Pipedrive

    Choose the following trigger: New Deal (Triggers when a new deal is created.).

  • Then set up an Action for Asana

    Then set up an Action for Asana

    Choose this action: Create Task (Adds a new task.).

  • Then set up another Action for Asana

    Then set up another Action for Asana

    Choose this action: Create Task (Legacy) (Adds a new task. Please make a backup copy of this Zap, and use the other/newer version of this Action.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Pipedrive and Asana.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Pipedrive deals to Asana as tasks!

Supported triggers and actions

  • Asana

    New task in project (legacy)

    Triggered when you add a new task to a project.

    zapier
    triggerbyzapier
  • Asana

    New project

    Triggered when you add a new project.

    zapieriftttautomateio
    triggerbyzapieriftttautomateio
  • Asana

    Completed task

    Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.

    zapierautomateio
    triggerbyzapierautomateio
  • Asana

    Tag added to task (legacy)

    Triggered when you add a tag to a task.

    zapier
    triggerbyzapier
  • Asana

    Updated task in project (legacy)

    Triggered when a task in a project is updated.

    zapier
    triggerbyzapier
  • Asana

    Watch new tasks

    Checks whether new tasks have been made.

    integromat
    triggerbyintegromat
  • Pipedrive

    Create deal

    Creates a new deal.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Pipedrive

    Create person

    Creates a new person.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Pipedrive

    Create activity

    Creates a new activity.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Pipedrive

    Create lead

    Creates a new lead.

    zapierintegrately
    actionbyzapierintegrately
  • Pipedrive

    Update deal

    Updates an existing deal.

    zapierautomateiointegrately
    actionbyzapierautomateiointegrately
  • Pipedrive

    Create a person

    Creates a person.

    integromat
    actionbyintegromat

Apps you need

Asana

Asana

Project Management

A versatile cloud project management platform

Asana is a powerful work management platform that simplifies team collaboration and project management. With Asana, you can track and prioritize tasks, monitor progress in real-time, and connect all your work in one place. From small tasks to big initiatives, Asana helps teams achieve great results, anywhere, anytime.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.