How Pipedrive CRM, Asana Project Management and, Airtable Databases fit into Small Business Systems

Tutorials, Airtable, Asana, Pipedrive, Project Management, Zapier

How Pipedrive CRM, Asana Project Management and, Airtable Databases fit into Small Business Systems This video is about how your CRM, Project Management system and Operational database fit into your business. For this example I’m using Pipedrive, Asana and...

Tutorial – Pipedrive into Asana – Automatically creating Projects and Tasks when a deal is won

Tutorials, Asana, Pipedrive, Zapier

How to create an Asana project and tasks when a Pipedrive deal is won This video shows how to set up Zapier to connect to Pipedrive and Asana such that when a deal is won an Asana project is set up and tasks can be added and assigned. Transcript Transcript Pipedrive...

Tutorial – How to Add, Edit, Delete Tags in Asana

Asana

How to add, edit and delete Tags in Asana This video shows how to add, edit and delete Tags in Asana. There’s no real Tags menu and certainly the edit and delete actions are hard to find. In this video I go through how to add, edit and delete Tags. This is...

Tutorial – How to create a ticketing system in Asana / Airtable

Tutorials, Airtable, Asana

How to create a ticketing system in Asana or Airtable This video shows how to create a ticketing or bug tracking system in Airtable and/or Asana. The process goes through connecting to a web form and then using Zapier to push the information into the Asana tracking...