Lead management

Lead Follow-Up & Task Automation

A connected lead-management workflow designed to turn new lead records into organized, scheduled follow-up tasks.

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Project introduction

New leads can lose momentum when follow-up tasks are created manually or tracked across disconnected tools.

This workflow detects a new spreadsheet entry, maps the relevant lead information, and creates a structured Asana follow-up task with an assigned due date.

Operational problem

  • New leads remaining inactive in spreadsheets
  • Manual task creation
  • Inconsistent follow-up scheduling
  • Contact and pain-point details being copied by hand

System built

The verified current flow is Google Sheets to Make.com to HTTP POST to Asana task creation. It does not yet write the returned Asana Task ID or automation status back to the sheet.

Workflow diagram

  1. 01New Lead Added to Google Sheets
  2. 02Make.com Detects the New Row
  3. 03Lead Information Mapped
  4. 04HTTP POST Request Sent to Asana
  5. 05Follow-Up Task Created
  6. 06Due Date and Lead Details Added

Tools and technical capabilities

  • Watching new spreadsheet records
  • Mapping structured lead information
  • Sending an authenticated HTTP request
  • Creating tasks through the Asana API
  • Assigning a calculated follow-up date
  • Transferring data between business platforms

Actual project evidence

Lead Follow-Up & Task Automation evidence: Structured Lead Source
Structured Lead SourceOrganizes contact details, business information, pain points, proposed offers, and lead status in Google Sheets.
Lead Follow-Up & Task Automation evidence: Automated Task Handoff
Automated Task HandoffDetects each new spreadsheet row and sends mapped lead information to Asana through an API request.
Lead Follow-Up & Task Automation evidence: Scheduled Follow-Up Task
Scheduled Follow-Up TaskCreates an organized Asana task with lead details, status, and follow-up date.

Current limitation

This workflow currently creates the Asana task but does not yet write the Asana Task ID or Automation Status back to Google Sheets.

Key learning or next improvement

The recommended upgrade is to add a Google Sheets Update a Row module after the HTTP Create Asana Task step, then write the returned task GID and automation status back to the original lead record.