A Step-by-Step Guide using Zapier
Pipeline CRM integrates with Asana. The Goal of the Asana CRM integration is to automatically create tasks or projects in Asana based on moving deal stage in Pipeline CRM. By following the guide, users can streamline their workflow, reduce manual work, and ensure that important tasks or projects are created in Asana for efficient task management and collaboration.
A Quick Overview:
By integrating Pipeline CRM with Asana using Zapier, you can streamline your workflow by eliminating manual task creation in Asana. Tasks or projects are automatically generated in Asana based on deal stage changes in Pipeline CRM, saving time and effort. This integration also enhances collaboration by seamlessly syncing tasks or projects between the two platforms, enabling team members to collaborate, stay updated, and work together towards shared goals.
1. Sign up for accounts:
- Create an account on Pipeline CRM (if you haven’t already).
- Sign up for a Zapier account at zapier.com.
- Ensure you have access to an Asana account.
2. Set up the Pipeline CRM trigger in Zapier:
- Log in to your Zapier account.
- Click on the “Make a Zap!” button to create a new Zap.
- Choose Pipeline CRM as the trigger app.
- Select the specific trigger event, such as “Deal Stage Change” or “Deal Updated.”
- Connect your Pipeline CRM account to Zapier.
- Test the trigger to ensure it’s working correctly.
Or you can use the template bellow which will save you time:
3. Set up the Asana action in Zapier:
- Choose Asana as the action app in Zapier.
- Select the desired action, such as “Create Task”.
- Connect your Asana account to Zapier.
- Map the relevant data from Pipeline CRM (e.g., deal details, contact information) to the corresponding fields in Asana.
- Customize the task or project details according to your requirements.
- Test the action to ensure it’s working properly.
4. Test the integration:
- Update the stage of a deal in Pipeline CRM to trigger the integration.
- Monitor Zapier to verify that the trigger and action are executed.
- Check Asana to confirm that the task or project is created with the relevant details.
- If everything looks good, then publish your zap and give it a descriptive name like “Create new tasks in Asana based on moved deals in Pipeline CRM.”
- Let’s validate our newly created Pipeline CRM | Asana Zap. Go to your Pipeline CRM account, and find the deal you want to test. In my case, it was an “Asana Test” deal. When I move the deal to the “Won” stage, it should trigger Zapier automation which we set up earlier and create a new task in Asana.
5. Refine and monitor the integration:
- Review the integration to ensure the data mapping and transfer meet your requirements.
- Make any necessary adjustments or refinements based on your workflow or specific needs.
- Monitor the integration periodically to ensure its continued functionality and address any potential issues.
6. You did it!
You’ve just successfully set up Asana CRM integration and streamlined the sales handoff process to the other team that utilizes Asana for their project management needs! Every time the sales team moves a deal to the “Won” stage, the new task will be created in Asana with all details from Pipeline CRM and assigned to the right person without any manual work involved!
You can further refine your Asana and Pipeline CRM zap by adding more steps or even filters depending on your business needs.
