Zapier build
Asana Lead Engagement
End-to-end lead pipeline that creates tasks, owners, and reminders the moment a lead converts.
- Zapier
- Asana
- Paths
- Google Drive
- Delay
- Gmail
- Filter
The client’s problem
The sales team was manually managing lead updates, client folders, follow-ups, and reminders, which increased admin work and created risks of missed follow-ups.
What I built
Built a Zapier-powered CRM workflow in Asana to automate lead management, client follow-ups, folder creation, and sales communication. Created an automation that triggers actions based on Asana CRM stage changes, including Google Drive folder creation, personalized emails, and client notifications.
The outcome
Each stage change in Asana creates the client folder and sends the right follow-up, quote reminder or welcome email, so follow-ups no longer depend on someone remembering.
How it works
Path 1
- Stage changes in Asana
- Split by stage
Path 2
- Ready to start
- Drive folder
- Asana task
Path 3
- No response
- Follow-up 1
- Wait
- Follow-up 2
Path 4
- Quoted
- Quote follow-up 1
- Wait
- Quote follow-up 2
Path 5
- Approved
- PDF from Drive
- Welcome email
Path 6
- Paid and closed
- Recommendation email
Your Business Needs Better Systems, Not More Manual Work.
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