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Pipedrive CRM
Asana

Connect Pipedrive CRM and Asana integrations

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

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Create a custom workflow

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.

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.

Pipedrive CRM
Trigger: New Activity Event (Deprecated)
Asana
Action: Select an action
1. Select a trigger

  • Triggers when a new activity is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new deal is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new note is added, updated or deleted.

  • Triggers when a new organization is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new person is added, updated or deleted.

  • Triggers when a new product is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new activity is added or updated.

  • Triggers when a new activity is added or updated.

  • Triggers when a new deal 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 selected event of the selected object occurs.

  • Triggers when a new note is added or updated.

  • Triggers when a new organization 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 person is added or updated.

  • Triggers when a new product is added or updated.

  • Triggers when a new product is added or updated.

2. Select an action

  • Adds a comment to a task.

  • Adds a task to a project or section at a specific location.

  • Adds a user to a team.

  • Creates an enumeration option for a custom field.

  • 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 a portfolio.

  • Deletes a project.

  • Deletes a project section.

  • Deletes a project status.

  • Deletes a story.

  • Deletes a task.

  • Deletes an attachment.

  • Duplicates a project.

  • Duplicates a task.

  • Retrieves a (workspace) custom field.

  • Retrieves a goal.

  • Retrieves a portfolio.

  • Retrieves a project.

  • Retrieves a project custom field.

  • Retrieves a project section.

  • Retrieves a project status.

  • Retrieves the task count of a project.

  • Retrieves a (task) story

  • Retrieves a tag.

  • Retrieves a task.

  • Retrieves a team.

  • Retrieves a user.

  • Retrieves a workspace.

  • Retrieves an attachment.

  • 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 a project Section.

  • Updates the custom fields of a project.

  • 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.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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.

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 Pipedrive CRM and Asana in 5 easy steps

Date

·

Duration

Step 1

Log into Make

Access your Make account to start the process of creating connections between your apps.

Date

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Duration

Step 2

Set up Pipedrive connection

Add a Pipedrive module in Make and connect it using Pipedrive OAuth or your personal API token.

Date

·

Duration

Step 3

Install Asana module

Integrate an Asana module into your Make project as the next step for connection setup.

Date

·

Duration

Step 4

Connect your Asana account

Follow prompts to link Asana; if you’re logged in, Make might connect automatically.

Date

·

Duration

Step 5

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.

Date

·

Duration

Seamless task management

Automatically create and update Asana tasks based on Pipedrive deal activities.

Date

·

Duration

Enhanced team collaboration

Share real-time deal progress with the team via Asana project updates.

Date

·

Duration

Efficient workflow automation

Utilize Make to automate repetitive tasks between the CRM and project management tools.

Date

·

Duration

Centralized client information

Sync client details across both platforms for consistent communication.

Support

FAQs

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

Integrating Pipedrive CRM with Asana using Make allows you to transfer and manage data between your CRM and project management tools, automating updates and improving team collaboration. This process reduces manual entry, increases accuracy in project tracking, and ensures that your sales and project teams stay aligned.

Make provides a user-friendly interface with no-code capabilities that let you connect Pipedrive CRM and Asana without needing technical expertise. You can set up automated workflows, called scenarios, that execute specific actions based on triggers, ensuring that your integration fits your business's processes and needs.

Make prioritizes data security by using robust encryption and compliance protocols to keep your information safe. When integrating Pipedrive CRM and Asana, Make ensures that sensitive data is protected during transfers and only the necessary information is shared between applications to perform the desired tasks.

Make allows you to create complex workflows that can include conditional logic, filtering, and scheduling capabilities, providing flexibility in managing your integration. For example, you can automatically create Asana tasks from new Pipedrive deals, assign them to specific team members, and set reminders or due dates based on your timelines.