1.Detect updated task in project
Integrate Asana and task update listeners to start the automation when a configured project task changes.
Update lead records from updated pipeline tasks in seconds
Automatically monitor updated tasks in Asana across Asana, Code by Zapier, Formatter by Zapier, and Zapier Tables. Create and update when contact custom fields change, an email candidate appears, or a phone candidate is includedβso you can normalize email addresses, format phone numbers, and update lead records without manual data entry.
How this automation updates your lead records fast
When pipeline tasks update with new contact details, delays can leave reps working from outdated information. This automation parses and formats emails and phone numbers, then finds and updates matching Zapier Tables lead recordsβso your team can deliver ready-to-use contact data.
Asanaor swap with your favorite app
2.Parse custom fields for contact
Integrate Code by Zapier and data parsing tools to extract an email and phone candidate from combined custom field text.
Code by Zapieror swap with your favorite app
3.Normalize email and phone formats
Integrate Formatter by Zapier and data formatting tools to lowercase email and format phone consistently to E.164-style strings.
Formatter by Zapieror swap with your favorite app
4.Find and update lead record
Integrate Zapier Tables and CRM record updating to match by Asana task ID and update contact email, phone, and lead source.
Zapier Tablesor swap with your favorite app
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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.
See how teams are automating with Zapier (and loving it!)
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Allen Lai, Head of Customer Experience
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