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 it runs, in about ten minutes.
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 |
Ten minutes of your time, then it's ours
- Pay and open your accountCard or invoice, about two minutes. This integration is already selected.
- Paste the Asana access token and the HubSpot private app tokenEach has a short guide. About seven minutes. If one doesn't work, a person joins the chat.
- Win one test dealA 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.
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, replies within a working hour.
- Custom logic beyond the table is priced separately.
No setup fee, cancel any month
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.
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 the same day and build into the same account.
