Integrate & connect
Asana with Pipedrive

Tired of manually updating Asana tasks with Pipedrive deal data? You're not alone. According to a recent study, sales reps spend an average of 5.5 hours per week on data entry. Imagine what you could do with an extra 5 hours each week!

In this guide, we'll show you how to integrate Asana and Pipedrive, both manually and with AI automation tools like Bardeen. You'll learn how to sync deal and contact data, trigger task creation, and more. Say goodbye to copy-pasting and hello to streamlined workflows.

Ready to align your sales and project teams like never before? Let's dive in and integrate Asana with Pipedrive step-by-step. By the end of this article, you'll be an integration pro saving hours each week.

Introduction

Integrating Asana and Pipedrive can help you streamline your workflow and improve productivity. In this step-by-step guide, we'll show you how to connect these two powerful tools using Bardeen's no-code automation platform.

By integrating Asana and Pipedrive, you can automatically sync tasks, projects, and deals between the two apps, saving you time and reducing manual data entry. With Bardeen, setting up this integration is quick and easy, requiring no coding skills. For more detailed insights on automating lead management, read on.

In the following sections, we'll walk you through the process of:

• Setting up your Bardeen account
• Connecting Asana and Pipedrive to Bardeen
• Creating an automation to sync data between the two apps

Let's get started and discover how integrating Asana with Pipedrive can help you work more efficiently and effectively. If you need more information about integrating Google Drive with other apps, we have a guide for that too.

Benefits of Integrating Asana and Pipedrive

Connecting Asana and Pipedrive allows sales and project teams to collaborate seamlessly. By integrating deal and contact data from Pipedrive with tasks and projects in Asana, information flows automatically between the two apps, providing several key benefits:

1. Align Sales and Project Teams: When a deal moves to a specific stage in Pipedrive, it can trigger the creation of a task or project in Asana. This links the sales process to project kick-off, giving account managers and project managers instant visibility into upcoming work.
2. Eliminate Manual Data Entry: Two-way syncing between Pipedrive and Asana means data only needs to be entered once. Contact details, deal values, close dates and more flow from Pipedrive to Asana, while task updates and project statuses sync back to Pipedrive, keeping the CRM current.
3. Coordinate Handoffs: An Asana-Pipedrive integration makes it clear when a deal reaches the stage where delivery should begin. Teams can define what information syncs to Asana to initiate work, and sales reps can monitor project progress on their deals without leaving the CRM.

Integrating Asana with Pipedrive aligns sales and delivery teams while automating data flow between them, saving time and improving cross-team visibility.

Bardeen's integration with Asana and Pipedrive helps you automate these workflows easily. Click automate sales prospecting to see more efficient workflows in action.

Connect Asana and Pipedrive Without Code

Bardeen provides a no-code automation platform to integrate Asana and Pipedrive. Its drag-and-drop workflow builder makes it easy to map fields between the two apps and define triggers for syncing data. You can set up a two-way integration between Asana and Pipedrive in minutes without needing a developer.

1. Install the Bardeen Browser Extension: Start by downloading Bardeen's AI automation platform. It's available as a Chrome extension. Simply click "Add to Chrome" on the download page to install.
2. Connect Your Asana and Pipedrive Accounts: Open the Bardeen extension and click "Accounts" to connect your Asana and Pipedrive accounts. Log in to each app and grant Bardeen the necessary permissions to access data in both tools.
3. Map Fields Between Apps: In Bardeen's workflow builder, select the fields you want to sync from Pipedrive to Asana and vice versa. For example, map the deal name and value from Pipedrive to the task name and custom field in Asana. Bardeen will intelligently suggest likely field matches.
4. Set Triggers for Data Syncing: Define the events that will trigger data to sync between Pipedrive and Asana. For instance, when a deal moves to a particular stage in Pipedrive, Bardeen can automatically create an Asana task with the mapped deal information. When that Asana task is completed, Bardeen can update the deal status back in Pipedrive.

With Bardeen's no-code automation platform, you can integrate Asana with Pipedrive in just a few clicks. The workflow possibilities are endless. Next, let's explore some popular use cases for connecting Asana and Pipedrive.

Automate Common Asana-Pipedrive Workflows

Integrating Asana and Pipedrive opens up a wide range of automation possibilities. Sales teams can connect their pipeline to project management, while customer success teams can link deal cycles to account tasks. Here are some of the most popular workflows you can automate with Bardeen when you integrate Pipedrive and Asana:

1. Create Asana Task from New Pipedrive Deal: Automatically generate an Asana task whenever a new deal is added in Pipedrive. This alerts project stakeholders of upcoming work and includes key details like client name, deal value, and timeline. Teams can start planning before the deal closes.
2. Kick Off Asana Project When Deal Hits Stage: Trigger an Asana project to begin when a Pipedrive deal moves to a certain stage, like verbal commit or contract sent. Sync deal fields to the Asana project for reference. Task out onboarding steps so the implementation team can get started immediately.
3. Update Pipedrive When Asana Task Completed: Keep deal progress current by syncing Asana task completions back to Pipedrive. When an onboarding or implementation task is marked done, have Bardeen check off the matching task in Pipedrive. Sales stays informed without manual updates.
4. Attach Asana Project Link to Pipedrive Deal: Sync the link to the related Asana project to a custom field on the Pipedrive deal. The sales rep can check project status with one click from the deal screen. It's a simple way to provide cross-team visibility.

Bardeen helps you automate sales prospecting tasks with ease. Save time and focus on what really matters.

Bardeen makes it easy to automate any workflow between Asana and Pipedrive. The integration possibilities are endless. Get started connecting Pipedrive and Asana today to align your sales and project teams while eliminating manual effort.

Conclusions

Integrating Asana and Pipedrive is crucial for aligning your sales and project teams. In this guide, you learned:

• Connecting Pipedrive deal and contact data to Asana tasks and projects enables seamless cross-team collaboration
• Bardeen offers a no-code platform to integrate Asana with Pipedrive in just a few clicks
• Common integration use cases include automatically creating Asana tasks from new Pipedrive deals and updating deal stages based on Asana project completions

Don't let disconnected tools cause bottlenecks between sales and delivery. Integrate Pipedrive and Asana today with Bardeen. It only takes minutes to set up the integration and start experiencing the benefits of connected workflows.

Say goodbye to manual data entry and siloed teams. Get your Asana-Pipedrive integration up and running now to improve collaboration and efficiency across your organization.