Integrate with Pipedrive

in the pipedrive crm - every deal has a sidebar. i would love to add my asana to do list to that sidebar. is that possible. it would be like a widget

note: there is a asana integration- but it only creates a task if i move a deal within my pipeline

@paulminors you know both very well, maybe you can help!

2 Likes

You can’t really create a widget but using Zapier you could create a Zap where when you create or update a task in Asana it creates an activity on the deal in Pipedrive (and vice versa). Let me know if you’d like some help setting this up :grinning:

3 Likes

Hi @paulminors

We’re looking to integrate Asana comments and attachments with specific deals in Pipedrive based on a unique number in the Asana project name.

We tried using Zapier, but it requires creating a new Zap for each new task, as Zapier only triggers on specific projects and tasks. With thousands of projects and tasks created every day, this approach isn’t practical for us.

Is there a way to set up a single automation that can trigger for any task in a project and send details of comments/attachments that can then be managed and pushed to Pipedrive?

If you has faced a similar situation and found a solution, I’d appreciate your insights!

Thank you in advance.

@David-Chan this is possible if you multi-home every task into a ‘Zapier’ project. That way, Zapier only has to monitor this one project for updates to tasks. You could automate this by using a rule to auto-add any new tasks to the ‘Zapier’ project by creating a rule within each of your projects.

@Warwick_Palm do you know a better way?

1 Like

@paulminors Please correct me if I am wrong.

But from what I understand, does this mean I would still need to create a new ‘Zap’ for each task in every new project that’s created?

Is there a way to set up a global automation in Asana to trigger notifications for any task, including comments and attachments, without setting up individual Zaps for each project?

No, we can set up a Zap to monitor one project. So as long as we have all tasks multi-homed to this project, your Zap would work.

I’m not aware of a way to do this at a global/account level I’m afraid.

1 Like

@paulminors In our case, we need to monitor a large number of existing projects, with multiple new ones created every day. Setting up one Zap per project would be too complex for us.

I’m wondering if Asana has a way to monitor all existing projects, along with any new projects in single automation/rule.

I understand. What I’m suggesting though is that you multi-home the tasks from those projects (and new projects you create) to a separate ‘Zapier’ project. The Zap only monitors this project and you wouldn’t need to create a new Zap every time.

1 Like

Thank you for the suggestion, but unfortunately, I don’t think it will work for us. In our setup, all comments and attachments on any task within a project in Asana need to be linked to a specific Deal record in Pipedrive.

If I understand correctly, by multi-homing tasks, we’d only be triggering one project and one task. This means that the Zap wouldn’t know which original project the comment or attachment is related to, right?

Even if the task is multi-homed, we can configure the Zap to look at the original project. I’m confident we can make this work and if you’d like to chat to discuss this further, feel free to grab a time to chat here: Calendly - Paul Minors

1 Like

I’ve researched what multi-homing is, and it really works! You’re a lifesaver, thank you @paulminors !

1 Like

Great, let me know if you need any more help!