Note: This action is only available to Admin Users.
Sometimes you may need to forward data from your team to another team who might be using a different tool.
As much as we'd love it if everyone used Pipedrive for everything in work and life in general, we understand it might not be the best tool for some jobs — if you need to hammer in a nail, sometimes you just need a hammer!
For when another tool is better suited to another part of your team, it may require a separate process or tool in order to get them to work together, such as Zapier.
However, if the tool being used by another team is Asana, you're in luck with Pipedrive's integration.
To enable the integration...
- Go to Settings > Apps & integrations > Asana integration.
- Click the Authorize Asana account button found there.
- Follow the steps that appear on your screen.
Once your Asana account is connected, you will need to create a rule.
This rule will act as a trigger to get your information from Pipedrive into Asana. The available triggers for this rule are...
- Deal is WON
- Deal is LOST
- Deal is moved to a specific stage
Once you've set up what event you want to trigger the transfer of information from Pipedrive to Asana, you will need to choose which data is transferred into the created Asana task.
Currently, the information that can be transferred is...
- Deal - Title
- Deal - Value
- Person details
- Organization details
- Pinned notes
Every option — except for Deal - Title — can be toggled off, if you do not wish for that information to be transferred into Asana.
As a title is required for a deal, that information cannot be turned off.
Once these changes are saved, every deal that meets the your rule criteria will create a task within Asana with the specified information, so your teams can follow up on your deals effectively.
Note: Currently the Pipedrive-Asana integration only supports one rule, and is only one-way. If there are multiple Admin Users in a company Pipedrive account, each Admin User can create their own distinct rule, leading to several concurrent rules within one company Pipedrive account.