Create a new lead in Pipedrive when a new task is added in Asana

■Overview

Do you manually enter the same information in both Asana for task management and Pipedrive for sales management? With this workflow, whenever a task is added to a specific project in Asana, a new lead is automatically created in Pipedrive along with the associated person and organization information. Eliminate the hassle of duplicate data entry and the risk of missed entries, and accelerate your initial sales response.

■Who This Template Is For

• Sales professionals who want to connect Pipedrive and Asana to streamline their sales activities
• Those who manually transfer lead information generated from tasks managed in Asana to Pipedrive
• Team leaders who want to automate cross-functional information sharing and reduce human error

■Benefits of Using This Template

• Automatically create leads in Pipedrive simply by adding tasks to Asana, significantly reducing data entry and freeing you to focus on higher-value core work.
• Eliminate manual data transfers to prevent entry errors and missed follow-ups, enabling sales activities based on accurate, up-to-date information.
• Automate the process from task creation to lead generation so you can quickly approach potential customers and avoid missing sales opportunities.

■Flowbot Overview

1. First, connect your Pipedrive and Asana accounts to Yoom.
2. Select Asana as the trigger and set it to “When a new task is added to a specific project.” Specify the Asana project whose tasks should be converted into leads.
3. Next, configure the “Extract Text” action in Operations to extract information such as the assignee from the Asana task.
4. Next, configure Pipedrive’s “Add Person” action in Operations and map the assignee information and other details from the Asana task.
5. Next, configure Pipedrive’s “Add Organization” action in Operations and map the organization name and other details from the Asana task information.
6. Finally, configure Pipedrive’s “Create Lead” action in Operations, link it to the person and organization created in the previous steps, and set the Asana task title and description as the lead information.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger runs.

■Customization Options

• In the Asana trigger settings, specify the workspace ID and project ID for which you want the Flowbot to run.
• When creating a lead in Pipedrive, you can freely assign task names, detailed information, and other data retrieved from Asana to fields such as the lead title and assignee.

■Notes

• Connect both Asana and Pipedrive to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.