How To Integrate Asana With Pipedrive

How To Integrate Asana With Pipedrive

1. Create Accounts: Ensure you have active accounts on both Asana and Pipedrive.
2. Log In: Sign in to your Asana account.
3. Access Integrations: Go to the Asana integrations page.
4. Find Pipedrive: Search for Pipedrive in the list of available integrations.
5. Click on Pipedrive: Select the Pipedrive integration option.
6. Authorize Access: Follow prompts to connect your Pipedrive account.
7. Set Up Triggers: Choose what actions in Asana will trigger updates in Pipedrive.
8. Map Fields: Align fields between Asana tasks and Pipedrive deals.
9. Test Integration: Run a test to ensure everything is working smoothly.
10. Save Settings: Confirm and save your integration settings.