Integrate Pipedrive with Asana

Send information between Pipedrive and Asana automatically, without writing any code, using Zoho Flow.

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 Add new Pipedrive deals as tasks in Asana

New deals often mean new tasks for your team to work on. But they don't mean you have to manually create and assign those tasks every time. Once you set up this flow, it automatically creates a task in Asana whenever you add a new deal in Pipedrive.

How it works

1. A new deal is added in Pipedrive

2. Zoho Flow creates a corresponding task in Asana.

Use this flow
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 Add new Pipedrive deals as tasks in Asana

Pipedrive + Asana

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Supported triggers and actions

Integrate Pipedrive and Asana using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal updated

Triggers when any detail of an existing deal is updated

Activity created

Triggers when a new activity is created

Contact person created

Triggers when a new contact person is created

Organization created

Triggers when a new organization is created

Pipeline stage created

Triggers when a new pipeline stage is created

Activity updated

Triggers when any detail of an existing activity is updated

Deal created

Triggers when a new deal is created

Pipeline created

Triggers when a new pipeline is created

User added

Triggers when a new user is added in the selected workspace

Task created

Triggers when a new task is created

Team created

Triggers when a team is created in the selected organization

Task tagged

Triggers when a task is tagged in the selected project

Task section changed

Triggers when a change is made to a task section

Workspace or organization created

Triggers when a new workspace or organization is created

Task completed

Triggers when an existing task is completed

Project created

Triggers when a new project is created

Task updated

Triggers when the details of an existing task are updated

Project updated

Triggers when the details of an existing project are updated

Tag added

Triggers when a new tag is added in the selected workspace

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create deal

Creates a new deal

Create contact person

Creates a new contact person for the selected organization

Create organization

Creates a new organization

Create notes

Creates notes for the selected deal

Update deal

Updates the details of an existing deal

Create activity

Creates a new activity

Update product

Updates the details of an existing product

Update notes

Updates existing notes

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch activity

Fetches the details of the user activities

Fetch product by name

Fetches the details of an existing product by name

Fetch user by name

Fetches the details of an existing user by name

Fetch person by email address

Fetches the details of an existing person by email address

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by name

Fetches the details of an existing person record by name

Create project in team

Creates a new project in the selected team

Create task in project

Creates a new task with custom fields in the selected project

Create project in workspace

Creates a new project in the selected workspace

Create subtask

Creates a new subtask under the specified task

Create project from template

Creates a new project from the selected template

Create story

Creates a new story for the specified task

Add task to section

Adds a new task to the specified section

Duplicate project

Creates a duplicate copy of an existing project with a different name

Create task

Creates a new task in the selected project

Update task

Updates the details of an existing task

Update task in project

Updates the details (include custom fields) of an existing task

Update project

Updates the details of an existing project

Fetch task

Fetches a task by its GID

Fetch task in project

Fetches the details (including custom fields) of an existing task in a project by its GID

Fetch user

Fetches the details of an existing user by email

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

What is Asana?

Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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