W-05 · Zapier · Asana
Lead Follow-Ups That Stop Slipping
Multi-stage Zapier + Asana automation handling 5 lead stages with conditional logic and AI analysis.
Problem
Managing leads manually across different stages means follow-ups get missed, responses are inconsistent, and deals fall through the cracks, especially when the team is busy.
Approach
Built a multi-stage CRM automation on Zapier using Asana as the base. The workflow handles five lead stages: Ready to Start, No Response, Quoted, Approved, and Paid & Closed. Each stage has its own conditional logic, including automated Gmail follow-ups, Google Drive folder creation for each client, AI-powered lead analysis, and welcome emails. The right action fires automatically based on where the lead is in the pipeline.
Outcome
No lead falls through the cracks. Every stage triggers the right follow-up automatically, without anyone manually tracking or chasing. The sales process runs itself.
Zapier / Asana / Gmail / Google Drive / AI by Zapier
Carlos Chiu, AI Automation & Enablement Specialist: all work