Boost Post-Sale Success with the New Asana Integration

Boost Post-Sale Success with the New Asana Integration

Here at Pipedrive we know that the goal of any sales team is growth. However, being able to get your awesome products or services into the hands of new customers is often just as challenging as selling them in the first place.

Most sales managers know that while more hands on deck means more manpower, it also means more cracks where valuable deal information can leak through. This becomes especially problematic when handing over won deals to the teams who take over once a sale has been made.

This is why Pipedrive’s latest integration with Asana, one of the web’s most successful project management tools, is an ideal solution to this all-too-familiar scenario.

End the Multi-Channel Madness

Your sales team just closed a great deal: 200 pounds of pumpkin spice mix to your local Starbucks franchise. They’re pretty buzzed about the big win and ready to get the product delivered to their new client, but there’s just one teeny tiny problem.

The outbound logistics team doesn’t use Pipedrive.

Instead of moving on to new deals, the sales team needs to brief the logistics team, who happen to find Asana a more suitable tool for their team. Once received, they would also need to manually create and schedule tasks before being able to start shipping out.

NOTE: If this sounds tedious to you, that’s because it is.

Instead of fumbling around with spreadsheets and documents, this latest integration will eliminate the messy manual transfers and automatically turn Pipedrive deals into Asana tasks. And here comes the best part: how you configure this automation is also entirely up to you and your team!

 

Companywide Collaboration Made Simple

Depending on how you use your pipeline, you can customize the Asana integration settings to generate tasks when a deal is lost, won, or moved to different stages.

Not only can you configure tasks based on actions in Pipedrive, but you can also configure Asana settings like default assignees or whether you want the deal transferred into a task or project.

As you probably know already, multichannel integration is no easy task, and with this latest add-on you’ll be able to focus more on delivering value to customers and less on pesky paperwork (even the digital kind).

From Leads to Deals to Tasks

Not only can you automate Asana tasks based on how a deal changes and moves across your sales pipeline, but you can even control what details are given to Asana. Depending on what information you need to pass on, you can include or exclude any of the following bits of data from the automated tasks:

  • Deal Value
  • Contact Person Details
  • Organization Details
  • Deal Notes
Pipedrive Deals become Asana Tasks Instantly

How Pipedrive deals look after they’re transferred to Asana.

For more information on how to get started you can check out our detailed support page here

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Aivar Ots

Growth Engineering at Pipedrive

  • Jake George

    OMG YESSS!

    I was testing it, I noticed few details are not getting transferred.

    Organization details
    -Phone number
    -Email
    -Website

    Person Details
    -Custom fields like Birthday, Address, website (would be amazing)

    Deal Notes
    -Only pin notes are transferred, other notes are not.

    Thank you so much for the integration!

  • Cray

    Aivar,

    It works good. Formatting is a little rough. I copy contact info into a note and pin it so the Asana people can have that too. All of the fields would be great to copy over as well. I copy and paste the products into a pinned note as well so that info is there too. Collin

  • Rolf Dröge

    Love it! Both of the best tools.

  • Laura Jordan

    Why isn’t there an option for all pipelines?

    • Christopher

      Hi Laura!

      It is currently built for one pipeline but we can look at that in future.
      Regarding your second question, it will work for the whole team yes.