Here’s the scenario: We use Asana to manage our Lead Pipeline in column view. There are 7 stages/columns in our pipeline. We also use Heymarket for our SMS conversations with the prospects inside that same Asana pipeline. Heymarket has what they call “lists”, which we use to group people into based on what part of the Lead pipeline they are in (in asana).
Here’s the here’s the problem: We manage the stages in asana. Everytime we move someone in asana, we have to manually go back to heymarket and also move them… which of course doesn’t happen accurately or at all.
Everytime I move a contact in asana to a new stage/column, also automatically update the Heymarket list they are in to match that stage.
Here’s the solution i’m asking for:
Either update your zapier trigger to look for a custom field value (which I can auto update with your Rules as I move them from stage to stage… OR…
Create an automation action within asana Rules that adds a tag when moved to column/section.
Because either way, I have to use Zapier to connect Asana and Heymarket, it’s just that there’s no useful Asana trigger for me to accomplish my goal.
Please help me figure this out ASAP!!!