I’m looking to use Asana to allow our customers to track the orders they place with us.
We use Pipedrive as CRM and I know that with integration I can link an order that is ‘won’ to automatically create either a project or a task within Asana.
My goal is that whenever a deal is won, it creates a project or a task (not sure what would fit best) within Asana and that, based on a predefined template in board-style (e.g. Assembly/Transport/Delivery) I could share a link to this project with our customer so they can track their order.
Would that be possible? We’re new to using Asana so any input you might have is greatly appreciated.