Create new Asana projects from templates when LeadConnector pipeline stages change
Switch stages in your sales funnel with ease using this effective LeadConnector and Asana integration. Whenever a change in your pipeline stage occurs in LeadConnector, it promptly creates a new project from a template in Asana. This automation brings enhanced efficiency to your project management process, ensuring that every sales lead gets the attention it requires. Transform your sales workflow into a smooth action plan easily.
Switch stages in your sales funnel with ease using this effective LeadConnector and Asana integration. Whenever a change in your pipeline stage occurs in LeadConnector, it promptly creates a new project from a template in Asana. This automation brings enhanced efficiency to your project management process, ensuring that every sales lead gets the attention it requires. Transform your sales workflow into a smooth action plan easily.
- 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