Pipedrive and Asana Integration for CRM Task Management

Automatically turn deal milestones into Asana tasks so sales and delivery teams stay aligned.

The pipedrive asana integration is the missing link between your sales pipeline and delivery workflow. With pipedrive asana sync, won deals instantly generate the tasks your team needs to deliver.

What You Can Automate

Create Onboarding Tasks When Deal Closes

A won deal automatically generates a full onboarding project in Asana.

Assign Follow-Up Tasks From Deal Notes

Notes with action items become Asana tasks with due dates automatically.

Sync Deal Owner to Asana Task Assignee

The Pipedrive deal owner is automatically set as the Asana task assignee.

Notify Ops When Deal Reaches Proposal Stage

Ops team gets an Asana task to prepare the proposal when a deal advances.

Archive Asana Tasks When Deals Are Lost

Lost deals automatically complete their linked Asana tasks.

Track Contract Renewal Milestones

Upcoming renewal dates create Asana tasks with reminders weeks before the deadline.

How It Works

Map pipeline to projects

Tell Neotask which Pipedrive stage triggers which Asana project.

Configure field mappings

Specify how deal fields translate to task fields.

Activate

Neotask runs the sync automatically.

Capabilities

Pipedrive Action	Asana Action	Use Case
Deal moves to new stage	Create task in project	Trigger delivery prep
Deal marked Won	Create project from template	Automate onboarding
Deal marked Lost	Complete linked tasks	Keep boards clean
Note added to deal	Create task with note content	Convert notes to actions
Deal owner changed	Reassign linked tasks	Keep accountability accurate
Custom field updated	Update task custom field	Sync deal metadata

The Gap Between CRM and Task Management

Sales teams live in Pipedrive. Delivery teams live in Asana. When a deal closes, someone has to create tasks manually.

Key Advantages

• Stage-triggered task creation
• Field mapping for deal value, contact, and close date
• Two-way status updates
• Multi-project support for different deal types
• Custom filters by deal value or pipeline

Better CRM Task Management

The pipedrive asana connector keeps everyone working from the same data.

Try Asking Neotask

• When a Pipedrive deal moves to [stage], create a task in [Asana project] assigned to [team member].
• Every time a deal is Won, start the [onboarding template] project in Asana.
• Add a comment to the Pipedrive deal when the linked Asana task is completed.
• Create an Asana task with due date [X days] after a deal enters [stage].
• When deal value exceeds [amount], notify [Asana team] and create a priority task.
• Sync the Pipedrive deal contact name to the Asana task description.

Pro Tips

Tip

Use Asana project templates so won deals generate consistent task structures.

Tip

Map Pipedrive deal stages to Asana sections for visual pipeline continuity.

Tip

Test sync rules on a staging pipeline before applying to live deals.

Frequently Asked Questions

Can I use different Asana projects for different pipelines?

Yes. Configure separate rules for each pipeline.

What happens if a deal is deleted?

By default, Asana tasks are not deleted. Configure archive or complete behavior.

Is the sync real-time?

Yes. Neotask processes events within seconds.

Do I need a developer?

No. Plain-language configuration through Neotask.

Turn Every Won Deal Into a Running Asana Project

Connect Pipedrive and Asana with Neotask to automate CRM task management.

Plans

Explore Each Integration

• Asana
• Pipedrive

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