I am new to Asana, and wanted to know what are some ways that organizations use Asana to track leads and potential clients…


Hi @David_Schmidt2,

My primary CRM and automation tool is ActiveCampaign. When different actions happen from leads (for example they sign up for an appointment) I use Zapier to push preparation or reminder tasks to me in Asana.


I’m looking for new methods to run more effectively lead enrichment campaigns. I run a sales company, and finding new clients is the most challenging part of my business—new clients are ready to work and make partnerships. If we go on the global market, then things will become better. Still, the global market requires more investments, which at the moment, I can’t afford.