The Pipedrive-Asana automatically creates an Asana task or project when you start, close or move a deal to a selected stage in your sales pipeline.
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Jobs-To-Be-Done
What problems does this app solve
Boost your post-sales process Combine the benefits of two powerful management tools with the Pipedrive-Asana integration. Your sales team will be able to cooperate smoothly with Asana teams while benefiting from plenty of time-saving features. The Pipedrive-Asana integration lets you: - Create Asana tasks when you make changes to Pipedrive deals - Create a project/task in Asana for every new deal/lead - Create workflow automations for one or multiple pipelines* Create Asana projects/tasks automatically from Pipedrive Asana is one of the web’s most successful project management tools: It’s used by various teams ranging from logistics to customer support. With the Pipedrive-Asana integration, you can effortlessly connect the Asana teams in your organization to your Pipedrive sales team, as well as select default assignees and adjust the details included in the tasks. Take this integration to the next level and get even more options to manage your projects by setting up Workflow Automations. Pipedrive offers four pre-made workflow automation templates to be used with Asana: - Every time a deal is WON, create a project in Asana. - Every time a deal is LOST, create a project in Asana. - Every time a deal is moved to a specific stage, create a task in Asana. - Every time you add a new lead, create a task in Asana.
Updated Date
12/21/2023
Status
Approved
App ID
418
Provider
Pipedrive
App Type
App
Latest Rating
4/5
Company
Pipedrive
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