Asana CRM integration

Boost the Post-Sales process
Combine the benefits of two powerful management tools with Pipedrive’s newest integration with Asana. Your sales team will be able to cooperate smoothly with Asana teams in your organization, as well as benefit from plenty of time-saving features.

Create Asana tasks automatically from Pipedrive

Asana is one of the web’s most successful project management tools, and is widely used by teams ranging from logistics to customer support. You can effortlessly connect the Asana teams in your organization to your Pipedrive sales team! You can also select default assignees and adjust the details to be included in the tasks

Companywide collaboration made simple

A successful sale doesn’t end in your sales pipeline.

In fact, many departments within an organization can affect your relationship with your customer long after a deal’s been closed. This is why information exchange between sales and the teams that take over the customer lifecycle post-purchase is crucial to long term success.

Control the fine details

Customize the settings of this nifty integration to generate tasks in Asana when a deal is lost, won, or moved to different stages. Additionally, not all of your sales teams’ delicate deal information needs to be shared, which is why the Asana-Pipedrive integration also allows you to insert or omit certain details when transferring information from Pipedrive to Asana.

These adjustable bits of information include:

  • Contact person details
  • Organization details
  • Deal value
  • Pinned notes
  • Attachments
Next: All features
Asana CRM integration | Pipedrive
Asana CRM integration
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