Summary / When to Use This
Lanes let you automatically create, route, and manage work in OnRamp based on activity in your CRM. By connecting to Salesforce or HubSpot, you can define triggers that listen for changes (like an Opportunity moving to Closed Won) and then create cards in Lanes. Stage Logic defines what happens when a card moves between stages — such as creating a new project, moving the card, or archiving it.
Use Lanes and Stage Logic when you want to:
Automatically create OnRamp work from CRM updates
Map CRM fields (Accounts, Opportunities, Contacts, etc.) into OnRamp cards
Trigger new projects from specific pipeline stages
Automate workflows as cards progress through stages
Steps to Follow
1. Set Up a Lane Trigger
Go to Lanes in OnRamp.
Create a new lane or edit an existing one.
Connect it to Salesforce or HubSpot via your integration.
Define the trigger criteria for when cards should be created.
Example:
Opportunity Stage = Closed Won AND Amount > $10,000.
Map CRM fields to card details:
Account: Will be created in OnRamp if it doesn’t exist, or linked if it does.
Internal Users: Assign project team members.
Customer Users: Add customer contacts as project members.
2. Understand Stages in Lanes
Stages are the columns you see in the Lanes board (like Inbound, Review, Ready to Launch).
Every lane starts with a default Inbound stage where cards land.
You can rename or add stages to match your process.
3. Configure Stage Workflows
Open a stage and click Add Workflow.
Choose a trigger: “When a card enters this stage.”
Add one or more actions:
Create a new project (choose a playbook, map fields like project name, owners, users, and data fields).
Move this card (send it automatically to another stage).
Archive this card (remove it once the workflow is complete).
4. Map Project Creation Details (if applicable)
When you select Create a New Project as the stage action, you’ll configure:
Playbook: Select the playbook that defines the project’s tasks and structure.
Project Name: Map it from the card title or another field.
Account: Choose whether to link or create a new account.
Project Owners: Set manually or map from CRM fields.
Internal Users: Assign and choose whether to invite them at creation.
Customer Users: Assign customer contacts to the project choose whether to invite them at creation.
Data Fields: Populate any additional fields defined by the playbook.
Tips & Troubleshooting
Start simple: Begin with one trigger condition and one stage workflow before layering in more logic.
Check mapping carefully: If cards aren’t pulling in the right data, double-check your field mappings.
Use archiving smartly: Archiving keeps your board clean once a card has served its purpose.
Test before rollout: Run test CRM updates (e.g., create a small deal in Salesforce) to confirm cards and projects generate as expected.