How to add a lead for a person in Pipedrive from a new Asana project

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New project added" under Asana. Then, select the workspace. If this is your first time using a Asana integration in Relay.app, you'll be prompted to connect your Asana account.

Now, every time a project is added in Asana, your playbook will run automatically.

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new lead for a person in Pipedrive when a new project has been added to Asana.

Click the "Add step" button, then locate the "Get or add lead for person" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Pipedrive account.

Activating your playbook is the final step to automate the addition of a new lead for a person in Pipedrive. Once turned on, it will respond to each newly added project in Asana by adding a new lead for a person in Pipedrive without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.