SALES
Bounce-to-Backfill Task Handoff in Asana
Turns a champion's email bounce into a structured backfill task in Asana with the deal context, suggested alternate contacts, and a due date, then notifies the assignee.
How it runs
The automated pipeline, trigger to output.
- TriggerGmail bounce on deal contactGmail
- LogicConfirm permanent bounce on open deal
- ActionFetch deal, owner, and alternate contactsHubSpot
- ActionCreate backfill task with context and due dateAsana
- OutputNotify assignee in SlackSlack
What it does
This workflow converts a bounce into actionable work in your project tool. When a deal contact's email bounces, it pulls the deal and the other known contacts from HubSpot, then creates an Asana task in the rep's re-engagement project pre-filled with the deal link, the bounced contact, suggested alternate contacts to approach, and a tight due date so the backfill doesn't slip.
When to use it
Use it when your team manages sales follow-up as tasks in Asana rather than living in the CRM, and you want champion-risk work to land in the same place as everything else they do, with full context attached.
How it works
- 1A Gmail bounce on a deal contact triggers the flow.
- 2A filter confirms the bounce is permanent and tied to an open deal.
- 3HubSpot returns the deal, owner, and alternate company contacts.
- 4An Asana task is created in the owner's re-engagement project with context and a due date.
- 5Slack notifies the assignee that a backfill task is waiting.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect AsanaTasks, projects, milestones — everywhere.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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