Asana Pipedrive
Integration + Automation

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Recorded Demo

See our platform in action

45 Minutes

Live Group Demo

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Every Thursday, 10am PT / 30 minutes

Personalized 1:1 Demo

Tailored walk-through

Flexible with your schedule
Asana
+
Pipedrive

Asana and Pipedrive Solutions

Uses

All, Marketing, Sales

Benefits of integration and automation

Create Asana Projects for your Deals Automatically create Asana projects for every Deal in Pipedrive. Pass the Pipedrive data that matters seamlessly into Asana, and keep it updated in real-time.

Automate Your Task Lists Don't settle for simple project creations. Let tray create a standard set of tasks for every Pipdrive Deal, and even (getting smart here) selectively create different tasks based on data that exists in Pipedrive.

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Niels Fogt Senior Director Growth
Asana

Asana

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Add custom field to portfolio

Add custom field to project

Add drop-down option to custom field

Add members to portfolio

Add members to project

Pipedrive

Pipedrive

Connection Type

Service connector Tray Connector

Triggers

On push notification

On push notification

On push notification

On push notification

Create webhook

Operations

Create activity

Create deal

Create note

Create organization

Create person

Automation Templates

Salesforce logoAsana logo

Create Asana Tasks from new Salesforce Accounts

Salesforce logoAsana logo

Sync Salesforce Tasks into Asana as Tasks

Salesforce logoAsana logo

Create Asana Projects from new Salesforce Accounts

Salesforce logoAsana logo

Create Asana Projects from new Salesforce Opportunities

Copper logoAsana logo

Create Asana Projects from new Copper Opportunities

Pipedrive logoAsana logo

Create Asana Projects from new Pipedrive Deals

Asana logoSalesforce logo

Sync Asana Tasks to Salesforce

GoogleSheets logoAsana logo

Create Asana tasks from new Google Form submissions

Salesforce logoAsana logo

Create Asana Tasks from new Salesforce Opportunities

Pipedrive logoAsana logo

Create Asana Projects from new Pipedrive Deals

Make anything happen.

The Tray Platform is...

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Logical operators

Advanced capabilities

Real-time logs

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access