Asana + LeadConnector
Create Asana projects from templates when LeadConnector stages are updated
Streamline your project management by automating the process of creating new projects in Asana whenever the status of a lead changes in LeadConnector. This workflow makes it easy to start new projects on the go and ensures you always stay on top of your pipeline by transforming every updated lead status in LeadConnector into a new Asana project, whipped up from your desired template. Perfect for sales and project teams seeking to efficiently manage leads and projects in a unified manner.
Streamline your project management by automating the process of creating new projects in Asana whenever the status of a lead changes in LeadConnector. This workflow makes it easy to start new projects on the go and ensures you always stay on top of your pipeline by transforming every updated lead status in LeadConnector into a new Asana project, whipped up from your desired template. Perfect for sales and project teams seeking to efficiently manage leads and projects in a unified manner.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Project From Template
Creates a new project from a custom template.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Workspace
Project
Try It
