How to add a lead for a person in Pipedrive from a new Asana project

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 get or add lead for person in Pipedrive for each project added in Asana using Relay.app.
Asana logoAsana > Pipedrive
Trigger
Last triggered
Asana logoProject added
Pipedrive logoGet or add lead for person
1

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

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New project added" under Asana. Then, select the workspace. If this is your first time using a Asana integration in Relay.app, you'll be prompted to connect your Asana account.

Now, every time a project is added in Asana, your playbook will run automatically.

2

Add the Get or add lead for person" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new lead for a person in Pipedrive when a new project has been added to Asana.

Click the "Add step" button, then locate the "Get or add lead for person" 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 lead for a person in Pipedrive. Once turned on, it will respond to each newly added project in Asana by adding a new lead for a person 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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