1.Detect intake task move
Integrate Asana and workflow intake rules to detect tasks moved to the configured intake section.
Create CRM opportunity and add delivery subtasks quickly
Automatically detect intake task moves across Asana and transform fields across Formatter by Zapier and Salesforce. Create and update when opportunities are generated and delivery subtasks are createdβso you can log ownership, enrich program participation, and notify stakeholders without manual CRM entry.
How this automation accelerates your opportunity setup
When intake tasks sit in Asana without matching CRM records, sales and program teams lose time to manual data entry. This automation formats session fields, creates Salesforce opportunities, enriches participation records, and generates delivery subtasksβso your team can launch bookings faster.
Asanaor swap with your favorite app
2.Format and normalize session fields
Integrate Formatter by Zapier and lookup tables to format session dates and normalize topic labels for CRM mapping.
Formatter by Zapieror swap with your favorite app
3.Create an opportunity record
Integrate Salesforce and CRM record mapping to create an Opportunity and map close date, name, and notes fields.
Salesforceor swap with your favorite app
4.Enrich with program participation
Integrate Salesforce and talent search logic to enrich the Opportunity and create Program Participation when a match is found.
5.Create delivery subtasks
Integrate Asana and due date offsets to create delivery subtasks and assign them to the default program coordinator.
6.Update the original intake task
Integrate Asana and task notes updates to add the Opportunity link and post a short project story to notify the program manager.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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