One of the most successful project management tools, Asana, is widely used by teams ranging from logistics to customer support. With the Pipedrive-Asana integration, your sales team will be able to smoothly cooperate with other teams in your organization that are using Asana and benefit from some great time-saving features.
Create new Asana tasks or projects in Pipedrive with just a few clicks
Create Asana tasks automatically when changes are made to Pipedrive deals
Enhance communications between sales and internal teams
Customize which deal details are sent to Asana tasks
Set up new Asana tasks and projects directly from the Pipedrive deal view. You can choose to create a task or a project and select which details to add to it from the deal.
Effortlessly connect the Asana teams in your organization to your Pipedrive sales team by automating the Asana task creation process. With the Pipedrive-Asana integration, you can select default assignees and adjust the details to be included in the tasks.
Link Pipedrive’s CRM software with Asana’s project management app to measure how effectively your reps complete tasks to close deals.
Save time by creating automations that organize each deal’s “to dos” in Asana, set task due dates and assign dependencies to team members.
Pipedrive streamlines sales. Asana simplifies project management. Put them together, and you’ve got a formula for success.
Automatically create Asana tasks when you make changes to Pipedrive deals. Assign subtasks to sales reps to keep things moving while you focus on more important things.
Eliminate time-draining admin by connecting Asana to your CRM workflow automations. Put to-do lists and reminders on autopilot, so deals never fall through the cracks.
Let the right people know when deals are won, lost or moved to a different stage. Automatically create new tasks in Asana and assign them to other reps or departments.
Never miss a chance to nurture customer relationships with automatic follow-up task management. Connect Asana’s CRM integration and notify reps when it’s time to reach out to new contacts or follow up with a lead.
Asana’s reporting tool paired with Pipedrive’s analytics dashboard helps sales managers see where reps are spending their time. Track who is completing tasks on time and which deals need more attention with powerful real-time data in your workspace.
Create rules that trigger data to flow between Asana and Pipedrive and track your team’s progress. Monitor how long it takes for deals to reach specific stages and when they’re won or lost to optimize your sales strategy.
Break down information silos in your organization and create a collaborative environment.
Exchange information between Asana and Pipedrive and sync data between departments. Generate tasks when a deal is won or lost and keep communication flowing with mentions and file sharing.
With a lot of moving parts (calls with new leads, follow-ups, email marketing), it’s easy to miss action items. Pipedrive stores contact history against deals and Asana keeps a list of “to do” items for each new project, so everything gets done and recorded.
You can connect Asana and Pipedrive to hundreds of other tools in your tech stack – no code required. Here are a few tools to demonstrate how Asana and Pipedrive are the ultimate combination for any sales team.
Connect your customer relationship and project management tools to create a communications market leader
Schedule meetings or register a new webinar attendee and tick off tasks to be done before the day
Send emails from templates when deals move to a stage in Pipedrive, then create a task in Asana to follow up
Big Dog Solar wanted better sales data so they could improve their process.
Using Pipedrive’s CRM, they spotted sales bottlenecks and flaws in their internal communication. The changes they made saw a 40% increase in revenue.
“It’s proven the concept that even a little bit of work and oversight in Pipedrive can exponentially help you manage your business and grow your sales numbers.”
Read the case study