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

■Overview

Tired of manually entering information when connecting task management in Asana with sales management in Pipedrive?
Manually transferring sales opportunities created as tasks to your CRM can easily lead to input errors and missed follow-ups.

With this workflow, a new lead is automatically created in Pipedrive whenever a specific task is added in Asana, making it easy to keep data flowing smoothly between Pipedrive and Asana.

■Who This Template Is For

• Sales representatives who manually register Asana tasks as leads in Pipedrive
• Anyone who wants to eliminate errors and omissions when transferring information between Asana and Pipedrive and streamline their work
• Anyone who wants to automate the process from task creation to lead creation and accelerate the start of their sales activities

■Benefits of This Template

• When a task is added to Asana, a lead is automatically created in Pipedrive, reducing the time previously spent manually transferring information
• By eliminating the need to manually transfer information between Pipedrive and Asana, you can prevent human errors such as input mistakes and missed registrations

■Workflow

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 a branching feature in the operation to route subsequent processes based on specific conditions.
4. Next, configure the “Extract Text” action in the operation to extract information such as the assignee from the Asana task.
5. Next, configure Pipedrive’s “Add Person” action in the operation and map information such as the assignee from the Asana task.
6. Next, configure Pipedrive’s “Add Organization” action in the operation and map information such as the organization name from the Asana task.
7. Finally, configure Pipedrive’s “Create Lead” action in the operation, link it to the person and organization created in the previous steps, and set the Asana task title and description as lead information.

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

■Customization Options

• In the Asana trigger settings, specify the workspace ID and project ID that should trigger lead creation
• With the branching feature, you can freely customize the conditions—for example, proceeding only when a task retrieved from Asana is assigned to a specific person or has a specific label
• When creating a lead in Pipedrive, you can reference information such as the Asana task name and assignee, and choose which Pipedrive fields to populate

■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.
• Branching is an operation available on the Mini plan and above. On the Free Plan, operations configured in the workflow will result in an error.
• Paid plans such as the Mini Plan include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.