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Asana
Pipedrive CRM

Connect Asana and Pipedrive CRM integrations

Explore ready-made Asana and Pipedrive CRM templates and start automating in minutes.

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Create a custom workflow

Simplify your workflow with Make by integrating Asana and Pipedrive CRM—coordinate project tracking and lead management, increase productivity, and maintain real-time data accuracy with zero manual input.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Asana
Trigger: Watch Completed Tasks
Pipedrive CRM
Action: Select an action
1. Select a trigger

  • Checks whether new tasks have been completed.

  • Checks whether new projects have been made.

  • Checks whether new (task) stories have been made.

  • Checks whether new subtasks have been made.

  • Checks whether new tags have been made.

  • Checks whether new tasks have been made.

  • Checks whether new tasks or subtasks have been made.

  • Watches webhook events.

2. Select an action

  • Add follower to an object of selected type (deals, organizations, persons).

  • 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 new installment subscription.

  • Adds an installment to a deal.

  • Cancels a recurring subscription.

  • Creates a deal.

  • Creates a deal.

  • Creates a new deal field.

  • Creates a lead.

  • Creates a new lead label.

  • Creates a note.

  • Creates a person.

  • Creates a person.

  • Creates a product.

  • Creates a product.

  • Creates a new project.

  • Creates a new task.

  • Creates an activity.

  • Creates an activity.

  • Creates an organization.

  • Creates an organization.

  • Deletes a deal.

  • Deletes a deal field by its ID.

  • Delete a follower from a deal.

  • Delete a follower from a deal.

  • Deletes a lead.

  • Deletes lead label by its ID.

  • Marks mail thread as deleted.

  • Deletes a note.

  • Deletes a person.

  • Deletes a product.

  • Deletes or archives a project by its ID.

  • Marks an installment or a recurring subscription as deleted.

  • Deletes task by its ID.

  • Deletes an activity.

  • Deletes a product attachment from a deal.

  • Deletes an installment.

  • Deletes an organization.

  • Downloads a file.

  • Returns details of a specific deal.

  • Returns details of a specific deal.

  • Gets a Deal field.

  • Gets filter by its ID.

  • Gets a lead.

  • Returns specific mail thread.

  • Returns data about specific mail message.

  • Returns details about a specific note.

  • Returns details of a person.

  • Returns details of a person.

  • Returns data about a specific product.

  • Returns data about a specific product.

  • Gets a project by its ID.

  • Returns details of an installment or a recurring subscription.

  • Gets task by its ID.

  • Returns data about a specific user within the company.

  • Returns details of a specific activity.

  • Returns details of a specific activity.

  • Returns details of an organization.

  • Returns details of an organization.

  • Gets deals summary.

  • Performs an arbitrary authorized API call.

  • Performs an arbitrary authorized API call.

  • Updates a deal.

  • Updates a deal.

  • Updates Deal field by its ID.

  • Updates a lead.

  • Updates lead label by its ID.

  • Updates the properties of a mail thread.

  • Updates a note.

  • Updates a person.

  • Updates a person.

  • Updates a product.

  • Updates a product.

  • Updates project by its ID.

  • Updates a recurring subscription.

  • Updates task by its ID.

  • Updates an activity.

  • Updates an activity.

  • Updates an installment added to a deal.

  • Updates an installment subscription.

  • Updates an organization.

  • Updates an organization.

  • Updates an organization field value.

  • Updates product attachment details of the deal-product (a product already attached to a deal).

  • Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

With Make, integrate Asana as a trigger with Pipedrive CRM as an action to automate tasks efficiently. Asana can initiate workflows by tracking project progress, which then automatically updates Pipedrive CRM, facilitating immediate action with potential leads. This integration simplifies processes, reduces manual data entry, and ensures crucial information is always current, enhancing productivity and data accuracy.

Add a Follower
Add follower to an object of selected type (deals, organizations, persons).
Action
Add a Follower (Deprecated)
Add follower to an object of selected type (deals, organizations, persons).
Action
Add a Participant to a Deal
Adds a participant to a deal.
Action
Add a Product to a Deal
Adds a product to the deal.
Action
Add a Recurring Subscription (Deprecated)
Adds a new recurring subscription to a deal.
Action
Add a Story Comment
Adds a comment to a task.
Action
Add a Task to a Project
Adds a task to a project or section at a specific location.
Action
Add a User to a Team
Adds a user to a team.
Action
Add an Installment Subscription (Deprecated)
Adds a new installment subscription.
Action
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How to set up Asana and Pipedrive CRM in 5 easy steps

Date

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Duration

Step 1

Log into Make

Start by accessing your Make account, which is your hub for connecting apps.

Date

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Duration

Step 2

Connect to Asana

Link your Asana account to Make for smooth interaction.

Date

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Duration

Step 3

Set up Pipedrive connection

Add Pipedrive to your Make workflow and connect it using a straightforward setup.

Date

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Duration

Step 4

Use your API token

Securely connect Pipedrive by entering your API token into Make.

Date

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Duration

Step 5

Test the connections

Ensure your apps communicate effectively by testing their interactions.

Maximize efficiency by integrating Asana and Pipedrive CRM

Integrate Asana and Pipedrive CRM to simplify tasks, improve collaboration, and enhance sales tracking, while accessing centralized data and automating workflows for optimal efficiency.

Date

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Duration

Streamlined task management

Automatically sync tasks between Asana and Pipedrive CRM to ensure updated and consistent workflows.

Date

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Duration

Better team collaboration

Facilitate efficient communication by linking project tasks with customer interactions across platforms.

Date

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Duration

Improved sales tracking

Instantly update Asana with Pipedrive CRM's sales data to keep team members informed on sales progress.

Date

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Duration

Centralized data access

Access unified information by integrating project and client data, minimizing data silos across Asana and Pipedrive CRM.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Asana with Pipedrive CRM through Make simplifies your workflow by automating tasks between project management and customer relationship management. This integration ensures clear communication and data transfer between teams, improving efficiency by reducing manual data entry and keeping everyone on the same page.

Setting up an integration between Asana and Pipedrive CRM on Make is user-friendly and direct. Make provides a visual interface with drag-and-drop functionality, allowing you to create automated workflows without needing any coding knowledge.

Yes, by integrating Asana with Pipedrive through Make, you can set up real-time data synchronization between the two applications. This ensures that updates in one platform are immediately reflected in the other, leading to better-informed decision-making and more effective project and customer management.

Absolutely. Make allows you to customize your workflows to fit your unique business process needs. Whether it's creating specific triggers and actions between Asana and Pipedrive CRM, you have the flexibility to tailor the automation according to your desired operations, ensuring it aligns perfectly with your workflow requirements.