Zapier project
Asana CRM lead engagement
Problem: Each stage of a lead in Asana needs different emails, folders and follow-ups, and doing it by hand means some slip through.
What I built: A 25-step CRM flow that reacts when a task updates and routes leads by stage — onboarding folders, follow-up nudges, quote emails, AI-drafted approval messages, and paid-and-closed wrap-ups.
- Task updated
- Stage routed
- Onboarding folders
- Follow-ups and quotes
- AI approval message
- Paid and closed
Zapier · Asana · AI by Zapier · Gmail · Drive
Workflow screenshot
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Tell me about the process you want to automate. I’m open to freelance projects, full-time roles, and technical partnerships.
borlagdatanfloryan@gmail.com