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Asana and Pipedrive "deal" integration

In Pipedrive there is already an integration where you create a "deal" and it can integrate with asana at the point in time where we want it to and it will automatically move the "deal" into Asana.

For e.g. we create a deal in pipedrive and we use it in pipedrive, when the deal moves along our sales line, into the "design" phase it wil automatically move the deal not only into the " design" phase but transfer into Asana also.

One thing is missing the deal goes into Asana, but not ALL the information from the deal is transferred into Asana that we need to pass onto others.

When I want to add a deal, I fill in a pipedrive form (I customised to require a lot of information to track) these details aren't transferred into Asana with the automatic Pipedrive and Asana Integration.

We might need Zapier to help with this. Currently the only thing being transferred is

Deal - Title

Deal - Value

Person details

Organization details

Pinned notes

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We have followed this site above and it's not transfeering more than what is stated above, we need;

Lease Commencement Date

Lease Expiry

Lead SourceTim Sugar - JLL

Project Number

Known Completion Date

Site Measure SQM:

Cost per SQM

Project Budget

Priority of job (Design Team reference)

Designing Plans

Required Sketch by:

Design Detail elements required

Standard of Fitout

Type of Look & Feel you require

Designer

Project Manager

Delivery Date

These are important to go into Asana to give ALL the relevant information about the deal to the Designers and Estimators.

Apparently it is possible with Zapier, but just can't find a solution to make it work.

技能: 应用程序开发, Asana, 软件营销应用开发

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amlansahoo86

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ojesym

Hi, I can integrate all the fields of your pipe drive with your Asana account and yes you are right about using zapier for the integration. I have the required skill and experience to perform this task for you. I lo 更多

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iamdharmesh

Hi, I am professional Zapier app developer. I have worked with Pipedrive many times. I can surely help you with this integration. Let's discuss if you are interested. Cheers!

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