Lead Action Automation
A multi-path Zapier workflow that fires off an Asana task update, then branches by lead stage — Ready to Start, Lead Changes to Quoted, No Response, and Approved — spinning up Google Drive folders, Asana subtasks, and stage-specific Gmail follow-ups, with a second split routing each service tier to its own email sequence. 18 steps, fully automated.
01Problem
Each stage a lead reaches needs manual admin: an Asana update, a Drive folder, subtasks, and the right follow-up email for the service tier. It is easy to forget one.
02Solution
An 18-step Zapier workflow with 7 paths. Ready to Start, Quoted, No Response and Approved each create their folders, subtasks and Gmail follow-ups, and a second split sends each service tier to its own email sequence.
03Tools
04Outcome
At about 40 leads a month and 12 minutes of admin each. Every lead that goes quiet gets its follow-up email automatically.
