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Create a task in Asana when a deal is won in Pipedrive

When a deal is won in Pipedrive, create a task in Asana.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
1
Accounts
2
Starts
A deal is won in Pipedrive, within seconds

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A deal is won
A deal is marked won, within seconds.
Create a task
A task in a project.
  1. Starts whenA deal is won
  2. App stepNamed after the deal

What each client fills in

Asana: Project ID
For example the number in the project’s URL

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

  • app.asana.com/0/my-apps → Create new token (signed in to the client’s Asana).

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Pipedrive, for “A deal is won”
  2. Connect the client’s Asana, for “Create a task”
  3. Fill in Asana: Project ID (For example the number in the project’s URL)

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