1.Detect new deal tasks
Integrate ActiveCampaign and CRM task data to detect qualifying deal tasks and trigger the automation flow.
Create follow-up task from new deal task for staff
Automatically monitor new deal tasks in ActiveCampaign and trigger routed task creation across Asana. Create and update tracked follow-ups when qualifying tasks arrive, so you can assign owners, set due dates, and keep operations on track without manual copying.
How this automation routes follow-ups into Asana tasks
When new deal tasks are added but are not converted into owned work, follow-ups get delayed and operations waste time copying details. This automation filters qualifying tasks, normalizes assignees and due dates, and creates assigned Asana tasksβso your team can act fast.
ActiveCampaignor swap with your favorite app
2.Continue only for qualifying tasks
Integrate Filter by Zapier and conditional logic tools to continue only for qualifying deal tasks and skip non matching ones.
Filter by Zapieror swap with your favorite app
3.Normalize assignees and due dates
Integrate Formatter by Zapier and date formatting tools to normalize assignee identifiers and format due dates for Asana.
Formatter by Zapieror swap with your favorite app
4.Create assigned follow-up task
Integrate Asana and task management tools to create a task with deal title, description, owner, project, and due date.
Asanaor swap with your favorite app
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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