Task Management – Pipeline https://pipelinecrm.com Pipeline - Supercharge your sales Fri, 28 Feb 2025 23:44:59 +0000 en-US hourly 1 https://pipelinecrm.com/favicon.png Task Management – Pipeline https://pipelinecrm.com 32 32 Integrate Pipeline CRM with Trello​ https://pipelinecrm.com/blog/trello-crm-integration/ Fri, 25 Aug 2023 17:35:28 +0000 https://pipelinecrm.com/?p=2679 Continue reading Integrate Pipeline CRM with Trello​]]>

Trello Integration with Pipeline CRM

A Step-by-Step Guide using Zapier

The Goal of the Trello CRM integration is to automatically create tasks or projects in Trello based on moving deal stage in Pipeline CRM. By following the guide, users can streamline their workflow, reduce manual work, and ensure that important tasks or projects are created in Trello for efficient task management and collaboration.

Trello CRM Integration

A Quick Overview:

When you connect Pipeline CRM to Trello via Zapier, it simplifies your process by automatically creating tasks in Trello. So, instead of manually inputting tasks every time there’s a deal stage change in Pipeline CRM, they’re automatically set up in Trello. Trello CRM integration not only saves time but also promotes teamwork. By syncing tasks or projects between both platforms, team members can easily work together, stay informed, and pursue common objectives.

1. Sign up for accounts:

  • Create an account on Pipeline CRM (if you haven’t already).
  • Sign up for a Zapier account at zapier.com.
  • Ensure you have access to an Trello account.

2. Set up the Pipeline CRM trigger in Zapier:

  • In the search bar, type and select Pipeline CRM.
  • Choose a trigger. For this example, let’s assume you want a new Trello card created every time there’s a deal stage change in Pipeline CRM. So, select Deal Stage Changed or the relevant trigger.
  • Click Save + Continue.
Or you can use the template bellow which will save you time:

3. Set up the Trello action in Zapier:

  • In the search bar, type and select Trello.
  • Choose an action. For this example, you might choose Create Card.
  • Click Save + Continue.
  • Connect your Trello account if it’s your first time integrating.
  • Specify details about the card, like which board and list it should be added to. You can pull in data from the Pipeline CRM trigger to personalize card content (e.g., card title could be the deal name).
  • Click Continue.

4. Test the integration:

  • Zapier will provide an option to test the integration. 
  • Run the test to ensure a Trello card is created based on your configurations.
  • Let’s validate our newly created Trello CRM Integration Zap. Go to your Pipeline CRM account, and find the deal you want to test. In my case, it was an “Trello Test” deal. When I move the deal to the “Won” stage, it should trigger Zapier automation which we set up earlier and create a new task in Trello.  

5. Refine and monitor the integration:

  • Review the integration to ensure the data mapping and transfer meet your requirements.
  • Make any necessary adjustments or refinements based on your workflow or specific needs.
  • Monitor the integration periodically to ensure its continued functionality and address any potential issues.

6. You did it!

You’ve accomplished a significant milestone by successfully integrating Trello with your CRM system. This move has greatly optimized the handoff process between sales and the team that leans on Trello for their project management tasks. Here’s how it works: every time the sales team classifies a deal as “Won”, an automated system triggers the creation of a task in Trello. This task will encapsulate all the necessary details sourced directly from the Pipeline CRM. Moreover, this task is automatically assigned to the appropriate team member, thereby ensuring that there’s no manual intervention required and reducing any chance of oversight.

 

But that’s not the end of it! You have the flexibility to further enhance this integration. By adding more steps or introducing filters, you can tailor the Trello and Pipeline CRM connection to more closely fit your unique business needs and nuances. This adaptability ensures that as your business evolves, your systems can adapt in tandem.

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]]> Integrate Pipeline CRM with Asana​ https://pipelinecrm.com/blog/asana-crm-integration/ Fri, 12 May 2023 21:12:48 +0000 https://pipelinecrm.com/?p=2344 Continue reading Integrate Pipeline CRM with Asana​]]>

Asana CRM Integration with Pipeline CRM

A Step-by-Step Guide using Zapier

Pipeline CRM integrates with Asana. The Goal of the Asana CRM integration is to automatically create tasks or projects in Asana based on moving deal stage in Pipeline CRM. By following the guide, users can streamline their workflow, reduce manual work, and ensure that important tasks or projects are created in Asana for efficient task management and collaboration.

Asana CRM Integration

A Quick Overview:

By integrating Pipeline CRM with Asana using Zapier, you can streamline your workflow by eliminating manual task creation in Asana. Tasks or projects are automatically generated in Asana based on deal stage changes in Pipeline CRM, saving time and effort. This integration also enhances collaboration by seamlessly syncing tasks or projects between the two platforms, enabling team members to collaborate, stay updated, and work together towards shared goals.

1. Sign up for accounts:

  • Create an account on Pipeline CRM (if you haven’t already).
  • Sign up for a Zapier account at zapier.com.
  • Ensure you have access to an Asana account.

2. Set up the Pipeline CRM trigger in Zapier:

  • Log in to your Zapier account.
  • Click on the “Make a Zap!” button to create a new Zap.
  • Choose Pipeline CRM as the trigger app.
  • Select the specific trigger event, such as “Deal Stage Change” or “Deal Updated.”
  • Connect your Pipeline CRM account to Zapier.
  • Test the trigger to ensure it’s working correctly.
Or you can use the template bellow which will save you time:

3. Set up the Asana action in Zapier:

  • Choose Asana as the action app in Zapier.
  • Select the desired action, such as “Create Task”.
  • Connect your Asana account to Zapier.
  • Map the relevant data from Pipeline CRM (e.g., deal details, contact information) to the corresponding fields in Asana.
  • Customize the task or project details according to your requirements.
  • Test the action to ensure it’s working properly.

4. Test the integration:

  • Update the stage of a deal in Pipeline CRM to trigger the integration.
  • Monitor Zapier to verify that the trigger and action are executed.
  • Check Asana to confirm that the task or project is created with the relevant details.
  • If everything looks good, then publish your zap and give it a descriptive name like “Create new tasks in Asana based on moved deals in Pipeline CRM.”
  • Let’s validate our newly created Pipeline CRM | Asana Zap. Go to your Pipeline CRM account, and find the deal you want to test. In my case, it was an “Asana Test” deal. When I move the deal to the “Won” stage, it should trigger Zapier automation which we set up earlier and create a new task in Asana.  

5. Refine and monitor the integration:

  • Review the integration to ensure the data mapping and transfer meet your requirements.
  • Make any necessary adjustments or refinements based on your workflow or specific needs.
  • Monitor the integration periodically to ensure its continued functionality and address any potential issues.

6. You did it!

You’ve just successfully set up Asana CRM integration and streamlined the sales handoff process to the other team that utilizes Asana for their project management needs! Every time the sales team moves a deal to the “Won” stage, the new task will be created in Asana with all details from Pipeline CRM and assigned to the right person without any manual work involved!

You can further refine your Asana and Pipeline CRM zap by adding more steps or even filters depending on your business needs. 

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