Turn a Won Deal Into a Project Automatically
When a deal reaches Won in Pipeline CRM, the project, job, or onboarding task is already created in Asana, Trello, Monday.com, or ClickUp.
Stop opening your project-management tool after every close to recreate the same job by hand. Pipeline Connect builds a managed, one-way workflow: when you mark a deal Won in Pipeline CRM, a project, job, or onboarding task is created for you in your PM tool, with the deal’s name, value, owner, and close date already filled in. We scope it with you, then build and run it, so your team starts the work instead of creating the task.
✓ $0 setup fee ✓ Timeline confirmed when we scope yours ✓ Part of Pipeline Connect
How the handoff works
The Won transition in Pipeline CRM starts the workflow.
A project, job, or onboarding task appears in your PM tool, with the deal fields filled in.
Asana, Trello, Monday.com, or ClickUp, whichever your team runs.
At a Glance
Deal-won provisioning for Pipeline CRM is a managed Pipeline Connect workflow that creates a project, job, or onboarding task in your project-management tool the moment you mark a deal Won. The record is created for you with the deal’s name, value, owner, and close date already in place. It is a one-way handoff, and the Pipeline CRM team builds and maintains the workflow for you.
Recreate every job by hand, or none
The clearest way to see what this managed workflow is worth: the after-the-close busywork it deletes, next to what it makes automatic.
Doing it by hand
Every deal you win
- Notice the deal moved to Won
- Open your PM tool and create the project, job, or task
- Retype the client name, value, owner, and dates
- Drop it on the right board, project, or list
- Do it again for the next win, and hope none slip through
manual every time · easy to forget · slow kickoff
With Pipeline Connect
You win the deal. The project is already there
- The record is created automatically when the deal is won
- Client name, value, owner, and close date already filled in
- Lands on the right board, project, or list every time
- Nothing to retype and nothing to forget
- Monitored and maintained for you
automatic · nothing retyped · no missed kickoffs
Scope, build, go live
Scope
Tell us which tool you run (Asana, Trello, Monday.com, or ClickUp), where the new record should land, and which deal fields fill it. We define what a project, job, or task means for your team.
Build & test
We build the one-way workflow on your Pipeline Connect instance, connect your PM tool, map your deal fields, and test it end to end against a sample won deal.
Go live
When you mark a deal Won, the record appears in your PM tool automatically. Because each build is scoped to your setup, we confirm the timeline when we scope yours.
What you’ll need to get started
Most teams already have everything below. Here’s how the responsibility splits between you and the Pipeline CRM team.
You provide
- An active Pipeline CRM account with API access, so we can watch for won deals
- A project-management account (Asana, Trello, Monday.com, or ClickUp) with an API token or OAuth connection
- The destination and record shape: which board, project, or list the record lands in, and what a project, job, or task means for you
- ~15 minutes to confirm the field mapping
We handle
- Registering the won-deal trigger on your Pipeline CRM account
- Connecting your PM tool and building the create-record workflow
- Mapping your deal fields to the new record and testing it end to end
- Ongoing monitoring and maintenance, with fixes if something changes on either side
Your deal fields, already on the new record
When the deal is won, we create one record in your PM tool and fill it in from the deal. It is a one-way create, so your team opens a ready project instead of a blank one.
When a deal is won
A new record is created in your PM tool
A project, a job, or an onboarding task, whichever you choose, created automatically when the deal reaches Won.
Here’s a typical mapping from a won Pipeline CRM deal to the new record in your PM tool. We tailor it to your fields when we scope the build.
| Pipeline CRM deal field | Field on the new record | Notes |
|---|---|---|
| Deal name | Project / task title | Names the new project, job, or task so it is easy to find |
| Deal value | Value or budget field | Written to a matching field where your tool supports it |
| Deal owner | Assignee | Assigns the new record to the right person on your team |
| Expected close date | Start or due date | Seeds the timeline for the work |
| Primary contact / company | Description or linked field | Carries the customer detail onto the record |
| Deal status = Won | Trigger | Starts the workflow; the status itself is not written to the record |
Teams that start delivery the day they close
Scenario 1: Services firm kicking off onboarding
The situation: A services team closes a new client and then rebuilds the same onboarding checklist in Asana by hand, copying the client name, owner, and start date across from the CRM every time.
With Pipeline Connect: When the deal is won, an onboarding project is created in Asana with the client name as the title, the deal owner as the assignee, and the close date seeding the timeline.
Verdict: If closing a deal always means recreating an onboarding project, Pipeline Connect can build the handoff once as part of your plan, from $99/month.
Scenario 2: Contractor turning a won estimate into a job
The situation: A construction team wins an estimate in Pipeline CRM, then a coordinator retypes it into a Monday.com board so the crew can schedule the work, and sometimes a job slips through unlogged.
With Pipeline Connect: A won deal becomes a job item on the right Monday.com board automatically, assigned to the project manager with the contract value and start date already in place.
Verdict: If won estimates get retyped into a job board, Pipeline Connect can create the job for you the moment the deal is won.
Scenario 3: Agency starting client delivery
The situation: An agency closes a retainer and waits on a handoff email before delivery starts, which costs a day or two at the front of every engagement.
With Pipeline Connect: A closed deal drops a kickoff card onto the right Trello board, or a task into a ClickUp list, so the delivery team starts without waiting on a handoff.
Verdict: If delivery waits on a manual handoff, Pipeline Connect can create the kickoff record the day you win, as part of your plan.
Win the deal in Pipeline CRM and the kickoff project is already waiting in Asana, Trello, Monday.com, or ClickUp. Your team starts the work instead of creating the task.
Part of Pipeline Connect. Flat monthly fee.
Deal-won provisioning is part of Pipeline Connect, our managed integration add-on for Pipeline CRM, from $99/month with a $0 setup fee. We scope, build, and maintain it so you don’t have to. This page covers the one-way build, creating one record per won deal, which is included in your plan. A two-way sync or conflict resolution between systems is a custom scope we quote separately.
Pipeline Connect
Up to 5 integrations included. This workflow counts as one.
- Up to 5 integrations (any type)
- Custom one-way builds included
- $0 setup fee
- Monitored and maintained for you
- US-based live chat support
- Cancel anytime, no contracts
Pipeline Connect Pro
Up to 15 integrations. Priority handling for larger stacks.
- Up to 15 integrations (any type)
- Custom one-way builds included
- $0 setup fee
- Monitored and maintained for you
- US-based live chat support
- Cancel anytime, no contracts
Pipeline CRM subscription required (starts at $25/user/month, billed annually). Pipeline Connect does not include the cost of your project-management tool; you bring your own Asana, Trello, Monday.com, or ClickUp account. Prices in USD.
Want the full Pipeline Connect overview? See pricing details, the complete list of available integrations, and the integration FAQ on the Pipeline Connect page →
Frequently asked questions
Can’t find what you need? Contact our team.
Which project-management tools does this work with?
Asana, Trello, Monday.com, and ClickUp are the supported destinations. When we scope your build, you pick the one your team runs and tell us which board, project, or list the new record should land in. Need a different tool? Tell us and we’ll assess it as a custom build.
Is this a one-way workflow or a two-way sync?
One-way. When a deal is won in Pipeline CRM, we create a single record in your PM tool. We do not write anything back to Pipeline CRM and we do not keep the two systems in step afterward. A two-way sync or conflict resolution between systems is a separate custom scope we quote on request.
What triggers the new record?
A deal reaching Won in Pipeline CRM. The managed workflow watches for the Won transition on your account and, when it happens, creates the project, job, or onboarding task in your PM tool with the deal fields mapped in.
If the deal changes after it’s won, does the project update?
No. We create one record at the moment the deal is won, using the deal’s fields at that time. Later changes to the deal are not pushed to the record, because this is a one-way create rather than an ongoing sync. If you need updates to flow through, that’s a custom scope we can quote.
Do I need a paid plan on my project-management tool?
Creating a record is available on the standard plans of Asana, Trello, Monday.com, and ClickUp, including their free tiers. You provide an API token or OAuth connection to your own account so we can create records in it. Which fields a record can hold varies by tool, and we map to what your plan supports when we scope the build.
Is deal-won provisioning available now?
Yes. It is a built, available Pipeline Connect service. Because each build is scoped to your tool, your destination, and your field mapping, we confirm the timeline when we scope yours.
What does it cost?
It is part of Pipeline Connect, which starts at $99/month for up to 5 integrations and $249/month for up to 15, with a $0 setup fee and no contracts. This one-way workflow counts as one integration in your plan. A two-way sync or conflict resolution is scoped and quoted separately.