welcome back to the keep productive youtube channel today we're diving into another pipedrive
integration we're going to be talking about how to connect asana to pipedrive this video is sponsored
by pipedrive it's great to have them as a sponsor they are doing a monthly feature with us so you
can check out pipedrive in the link in description now many people want to be able to connect
their project manager with something like a sales crm to be able to manage the process
especially have that differentiation between two applications and obviously we've talked about how
you can manage deals inside of pipe drive with some of the more
beneficial integrations like scheduling meetings organizing and documenting information that comes
into the system but we haven't really talked about some of the integrations that you can connect with
so if i go back to deals here you can see that as somebody that might be managing a pipeline as
part of your sales team it can be quite difficult sometimes to keep on track of some of the tasks
there's some built-in features in pipedrive but a lot of people already have a project management
application and in this case you may even be watching this video with asana as your project
manager now asana is a really powerful tool for being to manage tasks and projects in one
and it's been on the market for a while now and as you can see i've got a post sales handoff
project created here to really manage the process of new well maybe potentially new customers but
you can have it set up to however you like in this example any sale that goes past the
negotiation phase what i'm going to do is i'm going to set up the integration to be able to
populate it in asana so that i can keep track of it because obviously that's really the place where
you're going to be keeping track of potentially any tasks or other relationship elements
as well as pipe drive if you did want to but let's show you how you can do that now all we have to
do is go up to top right hand corner press company settings and you'll find the company settings area
on the left hand side you'll find tools and apps now obviously we've talked about this before
you can connect up a wide range of applications and there is an integration here for asana there
are actually two here there's asana and then the sauna new now asana new has more of the workflow
automation which we'll cover in another feature however um in terms of just the basics we're going
to cover today is the asana integration now what this basically does is any time you create like
a pipe drive event changes that you want to move between the specific stage on the pipeline
then what it would do is it will create a task in asana that can be really helpful from a variety of
reasons just keeping track and making sure you're building and maintaining relationships so in this
case i'm going to go ahead and authorize the asana account now authorization doesn't take long and it
helps you connect to your asana account and as you can see this is what comes up on the street screen
next you can see that you can start connecting the two up now this part of the process is actually
where you trigger the event what event is going to be the thing that nudges it to create a task in
asana now for example you can set this up as if a deal is won or lost but in this case i'm actually
going to say if a deal is moved into a new area for example i'm going to connect the pipeline
because that's the one i've connected but you can choose a pipeline that you created
alternately but i'm also going to said as i said put it in the negotiation started
so if anything is moved into this stage of the pipeline now what will happen is it will create
a task in asana but i'm going to add a bit more detail so it knows information that i
might be able to see at a glance without having to necessarily come back to pipedrive as well
so you can transfer some details for example default it will bring in the deal title you can
bring in the deal value pin notes and attachments contact details and organization in some cases
you might want to remove these if it's something that you don't want to bring over but it might be
helpful for example just have the contact details for the person you've been interacting with
now negotiation started i want to put here because this might be a prompt for example to say
you know i need to build uh stronger rapport with this person during this process and maybe
take them out for a meal or something like that but it just prompts it in a sauna if you hit that
certain stage of the process same again with any of the other elements as well for example if you
went um sort of backwards to say you had um the demo scheduled but then you made that contact and
it sort of went backwards in the process however you set up and naturally that it still sort of
operates like that you can choose what type of item you create a task or a project in this case
i'm just going to create a task and connect it to that post sales handoff that i created earlier
now is your team it pulls in whoever you're working with in the asana workspace that you
have so for example it's just myself i'm going to press save changes and we're going to move
a certain stage and we'll show you what happens when it's all connected okay so i have this all
ready and let's just say for example this bookshop inc deal moved over to the negotiation started
as you can see it's now moved to this key element and let's go over to asana to see what's changed
now as you can see there the bookshop deal inc is populated and if we're going into details
i can see a little bit more about each of the deals that i have for example it's john atkinson
with this number and this deal value as well which is perfect for being able to keep track
of stuff and i can go ahead and do all the regular stuff i would in the sauna like for
example and a due date assign it to other people make subtasks and many more elements of this too
can even start interacting comments as well and the great thing is i can actually move it to a
certain stage as well for example it could be on board the ongoing support because that might
be more relevant and that's a great way to keep track of for example tasks that you need to do
and make sure you're managing the process in pipedrive as well as asana hopefully you found
this video helpful please do let us know if you have any questions in the comments
below and stay tuned next month for our pipedrive feature and a big thank you to the pipedrive for
sponsoring today's feature see you guys very soon thank you very much and i'll talk later
everything you say