It's sometimes hard to believe that we once had to deal with scheduling, inventory, and sales with just a pen and paper. Digital tools like Pipedrive and Asana have since completely revolutionized how we manage sales and projects, giving us time back to work on more important tasks.
But what if we could make them work together and even further expand the functionality of Pipedrive and Asana? That's where IFTTT comes into play. By linking these two platforms on IFTTT, we can automate workflows and enhance productivity like never before. IFTTT is free to get started, so join today!
What is Pipedrive and Asana?
Pipedrive is the world's leading customer relationship management (CRM) tool designed to help sales teams manage leads, track communication, and close deals efficiently. We love using Pipedrive bnecause it's highly visual and intuitive.
With features like deal tracking, activity reminders, and automated workflows, Pipedrive helps sales professionals stay organized and focused on closing deals. A well-built Pipedrive workflow automation can help speed up sales and allow fewer mistakes.
On the other hand, Asana is a powerful project management platform used by teams to plan, organize, and track their work. It offers task management, timelines, and collaboration tools to ensure everyone stays aligned and projects move forward smoothly. You can customize the appearance of your task dashboard, making sure it fits your vision of an ideal workflow.
Oftentimes, businesses use both tools to create the ultimate sales workflow. Tasks are created in Asana and sales are recorded in Pipedrive. But without integration, you often find yourself switching between platforms, manually updating one tool based on what’s happening in the other. That’s where automating with IFTTT comes in.
What is IFTTT?
IFTTT works by creating connections between over 1000 popular apps and services, allowing them to work together seamlessly. The basic idea behind IFTTT is to create Applets that trigger when certain conditions are met. This can be turning on the lights automatically when you enter your house, for example. For Pipedrive and Asana, our Applets can allow you to sync tasks and get notifications of new sales all without clicking a single button.
Connect Pipedrive and Asana
With IFTTT, we have millions of pre-made Applets, all ready to connect Pipedrive with Asana. Below are a few Pipedrive and Asana automations to get you started. Click on one of the Applet bubbles to get started.
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Add new Pipedrive activities to Asana as tasks
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Whenever you get a new deal matching a filter in Pipedrive, automatically create a task in Asana
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Whenever a new task is created in Asana, automatically create a new deal in Pipedrive
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Create a new Asana task from a mobile widget
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Building your own Applet
Maybe the automation you're looking for hasn't been created yet. No sweat, building your own Applet is simple and only takes a couple of minutes. For a more in-depth guide, please read our full Applet setup article here. Below is the basic workflow for setting up an Applet with IFTTT.
Go to IFTTT.com or open the IFTTT mobile app. If you don’t have an account yet, you will need to create one. It’s free to get started.
On the IFTTT homepage, click the Create button at the top of the screen. This takes you to the Applet builder.
Click If This to choose your trigger service. It can be either Asana or Pipedrive.
Click Then That to choose your action service. A common Applet is having Pipedrive as a trigger and Asana as an action. You can configure this so that a new lead in Pipedrive creates a new task in Asana.
Review and finish your Applet.
Benefits of integrating Pipedrive and Asana
Integrating Pipedrive and Asana transforms how your teams work. It connects sales and project management, improving the flow of information. Teams can collaborate more effectively when data is synchronized. Here is a closer look at the benefits:
Improved collaboration: Teams work from unified data sources.
Time-saving: Reduce manual data entry across platforms.
Enhanced visibility: Track progress from sales to project completion.
Informed decision-making: Access centralized information for better strategies.
Increased ROI: This is a long-term benefit. Integrated systems streamline operations and improves productivity.
Automate with IFTTT
By connecting Pipedrive and Asana through IFTTT, you can automate repetitive tasks, reduce manual data entry, and ensure your teams are always aligned. Imagine automatically creating Asana tasks when deals move through stages in Pipedrive, or sending reminders to your sales team when project deadlines approach. The possibilities are endless and you can connect them all without knowing how to code.
With IFTTT, it's not about replacing your tools. It's about making them work smarter together, so you can focus on the big picture: growing your business, making customers happy, and driving meaningful results.
So why wait, try IFTTT today for free and start building your own Applet in as little as five minutes.