Connect Pipedrive CRM and Asana integrations
Refine your operations and improve collaboration by integrating Pipedrive CRM and Asana with Make. Automatically sync leads into project tasks, reduce manual work, and ensure data consistency across your sales and project teams. Tailor your setup to optimize data management and coordination for your unique organizational needs.
Triggers when a new activity is added, updated or deleted.
Triggers when a new deal is added, updated or deleted.
Triggers when a new note is added, updated or deleted.
Triggers when a new organization is added, updated or deleted.
Triggers when a new person is added, updated or deleted.
Triggers when a new product is added, updated or deleted.
Triggers when a new activity is added or updated.
Triggers when a new deal is added or updated.
Triggers when a new email is added to Inbox.
Triggers when a new lead is added or updated.
Triggers when a new note is added or updated.
Triggers when a new organization is added or updated.
Triggers when a new person is added or updated.
Triggers when a new product is added or updated.
Creates an enumeration option for a custom field.
Adds a comment to a task.
Adds a task to a project or section at a specific location.
Adds a user to a team.
Adds the specified list of users as members of the portfolio.
Creates a (workspace) custom field.
Creates a portfolio.
Creates a project.
Creates a project section.
Creates a project status.
Creates a tag.
Creates a task or a subtask.
Creates a team.
Deletes a custom field.
Deletes an attachment.
Deletes a portfolio.
Deletes a project.
Deletes a project section.
Deletes a project status.
Deletes a story.
Deletes a task.
Duplicates a project.
Duplicates a task.
Retrieves a (workspace) custom field.
Retrieves a goal.
Retrieves an attachment.
Retrieves a portfolio.
Retrieves a project.
Retrieves a project custom field.
Retrieves a project section.
Retrieves the task count of a project.
Retrieves a project status.
Retrieves a (task) story
Retrieves a tag.
Retrieves a task.
Retrieves a team.
Retrieves a user.
Retrieves a workspace.
Performs an arbitrary authorized API call.
Moves a project section relative to other project sections in the project's board view.
Removes a task from a project.
Removes a user from a team.
Removes the specified list of users from members of the portfolio.
Updates a custom field.
Updates an enumeration option.
Updates a portfolio.
Updates a project.
Updates the custom fields of a project.
Updates a project Section.
Updates a Story.
Updates a tag.
Updates a task.
Updates the dependencies of a task. A task can have maximum 15 dependencies.
Updates the dependents of a task. A task can have maximum 30 dependents.
Updates the followers of a task.
Updates the parent task of a task.
Updates a tag of a task.
Updates the users of a workspace.
Uploads an attachment to a task.
Retrieves all the custom fields of a project.
Retrieves all sections of a project.
Retrieves all attachments of a task.
Retrieves all the dependencies of a task.
Retrieves all the dependents of a task.
Retrieves the projects of a task.
Retrieves the stories of a task.
Retrieves the subtasks of a task.
Retrieves all the tags of a task.
Retrieves the users in a team.
Retrieves all teams of a user.
Retrieves all custom fields of a workspace.
Retrieves all teams in an organization.
Retrieves all users in an organization.
Retrieves all goals.
Retrieves all portfolios.
Retrieves all projects.
Retrieves the history of project statuses of a project.
Retrieves all tags.
Retrieves tasks of a workspace, project, tag or assignee.
Retrieves all users.
Retrieves all registered webhooks.
Retrieves all workspaces.
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Build your Pipedrive CRM and Asana integrations.
Integrate Pipedrive CRM and Asana using Make to enhance your workflow by setting Pipedrive CRM as a trigger and Asana as an action. This integration allows you to automatically sync lead data from Pipedrive CRM directly into Asana, creating project tasks. By automating this process, you can improve collaboration between your sales and project teams, ensuring data consistency and reducing manual tasks. Tailor this setup to fit your organization's unique needs and improve data management and coordination, optimizing your operations with this integration.
Adds the specified list of users as members of the portfolio.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a comment to a task.
Adds a task to a project or section at a specific location.
Adds a user to a team.
Adds a new installment subscription.
Connect any app with Pipedrive CRM and Asana
Popular Pipedrive CRM and Asana workflows.
Create a Pipedrive CRM person and a deal from a Facebook Lead Ads form submission
Every time a new Facebook Lead Ads form is submitted, Make will automatically create a Pipedrive CRM person and a deal. Check out a more advanced version of this template: [Send Facebook leads to Pipedrive CRM and prevent lead duplication](https://www.make.com/en/templates/12015-send-facebook-leads-to-pipedrive-crm-and-prevent-lead-duplicates)
TRY IT ->Create new Pipedrive contacts from Elementor form submissions
Automatically create new Pipedrive contacts from Elementor form submissions. Connect Elementor and Pipedrive to streamline your contact management process.
TRY IT ->Watch Pipedrive deals and update Google Sheets rows accordingly
Automatically track Pipedrive deals and update corresponding Google Sheets rows. Streamline sales data management by syncing deal changes with your spreadsheets.
TRY IT ->Watch Asana project tasks and send data to your preferred application
Monitor Asana project tasks and automatically send task data to your preferred application using HTTP, streamlining task management and data integration.
TRY IT ->Create a new Google Sheets row for every new Asana task
Automatically log every new Asana task into Google Sheets. Keep track of tasks effortlessly by adding a new row for each task.
TRY IT ->List deals from Pipedrive and add them to Google Sheets
Automatically list deals from Pipedrive and add them to Google Sheets for streamlined tracking and management of sales opportunities.
TRY IT ->Search for and update activities in Pipedrive automatically
Automatically search and update activities in Pipedrive. Streamline your workflow by keeping your Pipedrive activities up-to-date with this automation.
TRY IT ->Update Pipedrive person details and retrieve person information
Automatically update Pipedrive person details and retrieve information. Streamline your CRM management with Pipedrive's Get Persons and Update Person modules.
TRY IT ->Create a new person in Pipedrive from a custom webhook trigger
Trigger a custom webhook to automatically create a new person in Pipedrive, streamlining your contact management process with this integration.
TRY IT ->
How to setup Pipedrive CRM and Asana in 5 easy steps
Log into Make
Access your Make account to start the process of creating connections between your apps.
Set up Pipedrive connection
Add a Pipedrive module in Make and connect it using Pipedrive OAuth or your personal API token.
Install Asana module
Integrate an Asana module into your Make project as the next step for connection setup.
Connect your Asana account
Follow prompts to link Asana; if you’re logged in, Make might connect automatically.
Save and proceed
Ensure all connections are saved, and start building automation scenarios using these linked apps.
Maximize efficiency by integrating Pipedrive CRM with Asana
Link Pipedrive CRM with Asana for efficient task management, improved team collaboration, and workflow automation. Sync client information and enhance insights with integrated reports.
Automatically create and update Asana tasks based on Pipedrive deal activities.
Share real-time deal progress with the team via Asana project updates.
Utilize Make to automate repetitive tasks between the CRM and project management tools.
Sync client details across both platforms for consistent communication.
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