Selected WorkProject 11CRM Automation
Asana CRM Automation with Zapier
CRM Automation workflow built in Zapier.
Triggers on Asana task updates and routes each lead through five paths — Ready to Start, No Response, Quoted, Approved, Paid and Close — creating a Google Drive lead folder and Asana subtask, sending timed follow-up emails, and sending the approved file and closing email.
01Context
- 01Project type
- Automation Work
- 02Tools
- Zapier
- Asana
- Gmail
- Google Drive
- 03Stages
- 04
- 04Steps
- 09
Zapier workflow · CRM Automation
02Workflow
Step by step.
Every stage below is read straight off the node names in the workflow, in the order they run.
04 stages09 steps
- 2 steps
01Trigger
- Asana: updated task
- Split into paths by stage
- 2 steps
02Ready to Start
- Create lead folder (Google Drive)
- Create Asana subtask
- 3 steps
03No Response · Quoted
- Send follow-up email
- Delay
- Find email, filter, send second follow-up
- Output
04Approved · Paid and Close
- Find the file in Google Drive
- Send email
03My role
What I was responsible for.
- Workflow Design
- Systems Integration
- Tools
- Zapier
- Asana
- Gmail
- Google Drive
Contact
Have a workflow, dashboard or CRM that needs fixing? Let’s talk.
Available for new projects
Tell me about the operation, the systems involved and where the work gets stuck. A short call is usually enough to see whether I can help.