1.Detect new opportunity record
Integrate Salesforce to fetch related owner and account details, mapping identifiers to owner and billing attributes to provision delivery data.
Create project from new opportunity for delivery kickoff
Automatically create delivery projects from newly created opportunities across Salesforce, Google Sheets, and Asana. Create and update when opportunity is created or when portfolio mappings match or when no configured project existsβso you can launch projects, set kickoff fields, and link deals without manual handoffs.
How this automation provisions delivery projects
When a new opportunity is created, delays can disrupt delivery kickoff and planning. This automation creates Asana projects, updates custom fields, and writes the project reference back to Salesforceβso your team can start work from the same source of truth without manual handoffs.
Salesforceor swap with your favorite app
2.Lookup portfolio and picklist mappings
Integrate Google Sheets and mapping worksheets to translate owner emails and account attributes into portfolio keys and picklist GIDs to drive configuration.
Google Sheetsor swap with your favorite app
3.Create project from delivery template
Integrate Asana to create a project with the sales-to-delivery template and initial tasks, then set project privacy to your workspace.
Asanaor swap with your favorite app
4.Update project custom fields
Integrate Asana and field mapping data to update stage, type, country, and facility-size by applying lookup GIDs to custom fields.
5.Write project reference back
Integrate Salesforce to update the Opportunity record with the new project reference so the deal and project stay linked for reporting.
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