Pipedrive Asana Integration: Streamlining Your Workflow

If you’re a business owner or project manager, you know how important it is to keep track of all your tasks and projects. Two popular tools that many businesses use are Pipedrive and Asana. Both are great tools for managing your workflow, but did you know that you can integrate them to streamline your process even more? In this article, we’ll talk about how Pipedrive Asana integration can benefit your business and make your life easier.

What is Pipedrive?

Pipedrive is a customer relationship management (CRM) tool that helps businesses manage their sales pipeline and track their deals. It’s a visual tool that allows you to see exactly where your deals are in the sales process, from initial contact to closing the deal. Pipedrive is great for businesses of all sizes, from small startups to large corporations.

What is Asana?

Asana is a project management tool that helps you manage tasks, projects, and teams. It’s a collaborative tool that allows you to assign tasks to team members, set due dates, and track progress. Asana is great for businesses of all sizes, from small startups to large corporations.

Why integrate Pipedrive and Asana?

Integrating Pipedrive and Asana can benefit your business in several ways. First, it allows you to see all your tasks and deals in one place. This means you don’t have to switch between tools to see what needs to be done. Second, it helps you streamline your workflow. You can create tasks in Asana directly from Pipedrive, eliminating the need to manually enter them. Finally, it helps you stay organized. You can easily see what needs to be done and when, which helps you prioritize your tasks.

How to integrate Pipedrive and Asana

Integrating Pipedrive and Asana is easy. Here are the steps:

1. Log in to your Pipedrive account and go to Settings.
2. Click on the Integrations tab.
3. Find the Asana integration and click on Enable.
4. Log in to your Asana account and click on Allow Access.
5. Choose which Pipedrive pipelines you want to integrate with Asana.
6. Choose which Asana projects you want to create tasks in.
7. Click on Save.

How to use Pipedrive Asana integration

Once you’ve integrated Pipedrive and Asana, you can start using it to streamline your workflow. Here are some ways to use it:

Create tasks in Asana from Pipedrive

If you have a deal in Pipedrive that requires a task to be completed, you can create the task directly in Asana. Simply click on the “Create Task in Asana” button in Pipedrive and fill out the task details. The task will be created in Asana and linked to the deal in Pipedrive.

View tasks in Pipedrive

You can view all your tasks in Pipedrive, even if they were created in Asana. This allows you to see all your tasks in one place and prioritize them accordingly.

Update tasks in Pipedrive

If a task is completed in Asana, you can update the status in Pipedrive. This allows you to track the progress of your deals and tasks without switching between tools.

View Asana projects in Pipedrive

You can view all your Asana projects in Pipedrive, even if they were created outside of Pipedrive. This allows you to see all your projects in one place and keep track of their progress.

Conclusion

Integrating Pipedrive and Asana can benefit your business in several ways. It allows you to see all your tasks and deals in one place, streamlines your workflow, and helps you stay organized. Follow the steps above to integrate Pipedrive and Asana and start using it to streamline your workflow today.