Connect Pipedrive CRM and Asana integrations

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.

Trigger
Select a trigger...
Pipedrive CRM

Triggers when a new activity is added, updated or deleted.

Pipedrive CRM

Triggers when a new deal is added, updated or deleted.

Pipedrive CRM

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

Pipedrive CRM

Triggers when a new organization is added, updated or deleted.

Pipedrive CRM

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

Pipedrive CRM

Triggers when a new product is added, updated or deleted.

Pipedrive CRM

Triggers when a new activity is added or updated.

Pipedrive CRM

Triggers when a new deal is added or updated.

Pipedrive CRM

Triggers when a new email is added to Inbox.

Pipedrive CRM

Triggers when a new lead is added or updated.

Pipedrive CRM

Triggers when a new note is added or updated.

Pipedrive CRM

Triggers when a new organization is added or updated.

Pipedrive CRM

Triggers when a new person is added or updated.

Pipedrive CRM

Triggers when a new product is added or updated.

Pipedrive CRM
Asana
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Action
Select an action...
Asana

Creates an enumeration option for a custom field.

Asana

Adds a comment to a task.

Asana

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

Asana

Adds a user to a team.

Asana

Adds the specified list of users as members of the portfolio.

Asana

Creates a (workspace) custom field.

Asana

Creates a portfolio.

Asana

Creates a project.

Asana

Creates a project section.

Asana

Creates a project status.

Asana

Creates a tag.

Asana

Creates a task or a subtask.

Asana

Creates a team.

Asana

Deletes a custom field.

Asana

Deletes an attachment.

Asana

Deletes a portfolio.

Asana

Deletes a project.

Asana

Deletes a project section.

Asana

Deletes a project status.

Asana

Deletes a story.

Asana

Deletes a task.

Asana

Duplicates a project.

Asana

Duplicates a task.

Asana

Retrieves a (workspace) custom field.

Asana

Retrieves a goal.

Asana

Retrieves an attachment.

Asana

Retrieves a portfolio.

Asana

Retrieves a project.

Asana

Retrieves a project custom field.

Asana

Retrieves a project section.

Asana

Retrieves the task count of a project.

Asana

Retrieves a project status.

Asana

Retrieves a (task) story

Asana

Retrieves a tag.

Asana

Retrieves a task.

Asana

Retrieves a team.

Asana

Retrieves a user.

Asana

Retrieves a workspace.

Asana

Performs an arbitrary authorized API call.

Asana

Moves a project section relative to other project sections in the project's board view.

Asana

Removes a task from a project.

Asana

Removes a user from a team.

Asana

Removes the specified list of users from members of the portfolio.

Asana

Updates a custom field.

Asana

Updates an enumeration option.

Asana

Updates a portfolio.

Asana

Updates a project.

Asana

Updates the custom fields of a project.

Asana

Updates a project Section.

Asana

Updates a Story.

Asana

Updates a tag.

Asana

Updates a task.

Asana

Updates the dependencies of a task. A task can have maximum 15 dependencies.

Asana

Updates the dependents of a task. A task can have maximum 30 dependents.

Asana

Updates the followers of a task.

Asana

Updates the parent task of a task.

Asana

Updates a tag of a task.

Asana

Updates the users of a workspace.

Asana

Uploads an attachment to a task.

Asana

Retrieves all the custom fields of a project.

Asana

Retrieves all sections of a project.

Asana

Retrieves all attachments of a task.

Asana

Retrieves all the dependencies of a task.

Asana

Retrieves all the dependents of a task.

Asana

Retrieves the projects of a task.

Asana

Retrieves the stories of a task.

Asana

Retrieves the subtasks of a task.

Asana

Retrieves all the tags of a task.

Asana

Retrieves the users in a team.

Asana

Retrieves all teams of a user.

Asana

Retrieves all custom fields of a workspace.

Asana

Retrieves all teams in an organization.

Asana

Retrieves all users in an organization.

Asana

Retrieves all goals.

Asana

Retrieves all portfolios.

Asana

Retrieves all projects.

Asana

Retrieves the history of project statuses of a project.

Asana

Retrieves all tags.

Asana

Retrieves tasks of a workspace, project, tag or assignee.

Asana

Retrieves all users.

Asana

Retrieves all registered webhooks.

Asana

Retrieves all workspaces.

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Build your Pipedrive CRM and Asana integrations.

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.

Asana
Add Users to a Portfolio

Adds the specified list of users as members of the portfolio.

Action
Pipedrive CRM
Add a Follower

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

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action
Asana
Add a Story Comment

Adds a comment to a task.

Action
Asana
Add a Task to a Project

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

Action
Asana
Add a User to a Team

Adds a user to a team.

Action
Pipedrive CRM
Add an Installment Subscription

Adds a new installment subscription.

Action

Popular Pipedrive CRM and Asana workflows.

How to setup Pipedrive CRM and Asana in 5 easy steps

  • 1

    Log into Make

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

  • 2

    Set up Pipedrive connection

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

  • 3

    Install Asana module

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

  • 4

    Connect your Asana account

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

  • 5

    Save and proceed

    Ensure all connections are saved, and start building automation scenarios using these linked apps.

  • Get started free

    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.

    Seamless task management

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

    Enhanced team collaboration

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

    Efficient workflow automation

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

    Centralized client information

    Sync client details across both platforms for consistent communication.

    FAQ

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    What is a scenario?
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