[15] Prototype — CRM Workflow
Asana CRM Automation System
A workflow that turns Asana into a working CRM by automating stage transitions, task creation and record updates.
Workflow design and automation implementation.
Prototype — [Scroll to explore]
AutomationSystems Design
Private
Category
CRM Workflow
Status
Technical Prototype
Stack
ZapierAsana
Project index
15
Role — Workflow design and automation implementation.
[01]
Problem
Teams already living in Asana end up maintaining a second, manual pipeline elsewhere to track deals.
[02]
Solution
Maps CRM stages onto Asana sections and automates the transitions between them.
Creates the follow-up tasks each stage implies.
Keeps the record fields updated as the deal moves.
[03]
What I built
- Stage transition automation
- Automatic follow-up task creation
- Record field synchronisation
[04]
Outcome
A prototype that keeps the pipeline in the tool the team already uses.