How to add a deal in Pipedrive for new Asana tasks

Relay.app is an automation tool that lets you automate actions across Pipedrive, Asana, and many other apps. In this guide, we'll show you how to automatically add deal in Pipedrive for each task added in Asana using Relay.app.
Asana logoAsana > Pipedrive
Trigger
Last triggered
Asana logoTask added
Pipedrive logoAdd deal
1

Create your playbook and set the Asana trigger as "New task added"

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To set up this playbook, click "Add trigger" and then select "New task added" under Asana. Then, select details like the project. his will allow your playbook to automatically detect the new task added in Asana and initiate necessary actions.

If this is your first time using an Asana integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Add deal" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new deal in Pipedrive whenever a new task is added in Asana.

Click the "Add step" button, then locate the "Add deal" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Pipedrive account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new deal in Pipedrive. Once turned on, it will respond to a new task added in Asana by adding a new deal in Pipedrive without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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