Asana and HubSpot, ready to switch on
A deal that reaches the stage you name opens an Asana project with the customer and the amount, the deal owner becomes the assignee where the names match, and closing the work writes back to the deal. You paste two keys in your account and we switch it on for you.
No setup fee, cancel any month, and a person on live chat if a key doesn't work.
More with these apps: all Asana integrations · all HubSpot integrations
What moves, and when
The details you would normally get after a sales call. Here they are up front.
| What | Direction | When | Rule |
|---|---|---|---|
| Won deal starts a project | HubSpot to Asana | Within seconds | A copy of the template you nominate, named after the customer, with the amount in a custom field |
| Contacts become tasks | HubSpot to Asana | When you want them to | A contact reaching the lifecycle stage you pick gets a task to reach out, in the project you name |
| Dates | Asana to HubSpot | When the due date moves | The deal close date can follow the last task in the project, if you ask for that |
| Finishing writes back | Asana to HubSpot | When the project is complete | A timeline note on the deal, which is what sales reads before calling the customer |
| Owner and assignee | HubSpot to Asana | With every project | Matched on email, so the person who sold it is the person the work belongs to |
How to set up Asana and HubSpot
A few minutes of your time, then it's ours.
- Choose Asana and HubSpotPress Connect. This pair is already selected on the checkout page at $39 a month, and there's nothing else to pick.
- Pay and open your accountCard or invoice, about two minutes. The account opens with this integration waiting for its two keys.
- Paste the Asana access token and the HubSpot private app token
- Asana access token: open app.asana.com/0/developer-console, or go to Settings, then Apps, then Manage developer apps. Full Asana guide
- HubSpot private app token: in HubSpot open Settings, then Integrations, then Private apps, and create an app. Full HubSpot guide
Each screen carries the full guide with the exact menu names, about seven minutes for both. - We check both keysEach key is checked against Asana's and HubSpot's own API the moment you paste it. If one doesn't pass, the screen says what to fix, and a person joins the chat if that isn't enough.
- Win one test deal, then we switch it onA minute or two. Move a test deal to the stage you chose and watch the task appear in the project. From then on we watch it for you. A person checks the setup and switches it on, within a working day.
When Asana or HubSpot changes its API, we fix it within a working day. You don't get a ticket to solve.
- Everything in the table above, with monitoring on.
- Fixes when either app changes its API.
- A person on live chat, weekdays 10:00 to 19:00 EET.
- Custom logic beyond the table is priced separately.
What it will cost once you can switch it on yourself. While we're in beta we connect it by hand and don't charge for it.
Ways to connect Asana and HubSpot
Two ways people connect these two, and what each one asks of you.
Before you decide
Which deals create work?
The ones that reach a stage you name. Most teams start at won, then add a second trigger once they see it working.
Does delivery have to open the CRM?
No, that is the point. Everything they need lands on the task: the customer, the amount, the notes. Sales gets the finish date back without asking for a status update.
Can it copy one of our Asana templates?
Yes, tell us which one. New work starts as a copy of your template with the customer's name and the dates filled in, rather than an empty project someone has to build again.
Can Asana integrate with HubSpot?
Yes. A deal that reaches the stage you name opens an Asana project from the template you nominate, with the customer and the amount, the deal owner becomes the assignee where the emails match, and finishing the project writes a note back on the deal. You paste an Asana personal access token and a HubSpot private app token; $39 a month.
What programs does Asana integrate with?
Ready-made on Dovetly, Asana pairs with Notion, HubSpot, ActiveCampaign, Trello, ClickUp, Stripe, Slack and Jira. The same Asana personal access token works for all of them. For anything else, describe it and a person replies with a price within a working day.
Anything to know about Asana?
A personal access token acts as your user, so tasks are created in your name and only in projects that user can see.
Anything to know about HubSpot?
Private apps are available on the free CRM, so no paid plan is needed for the token.
What if mine is a bit different?
Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price within a working day and build into the same account.
