An automated workflow using integromat
Connects HubSpot + Asana
Create Projects in Asana for new leads in HubSpot CRM
About this workflow template
This automation scenario allows you to connect HubSpot and Asana
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
HubSpot and Asana can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in HubSpot
Watch Records in HubSpot
Triggers when a contact, a company, or a deal has been recently modified or created within last 30 days. The output is limited to 10K.
Then this action happens in Asana
Create a Project in Asana
Creates a project.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Projects in Asana for new leads in HubSpot CRM.
Part I
Configure Applications
First, we need to connect HubSpot and Asana to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Connect Asana to Make.com.
Give Make.com access to your Asana account, using Asana credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for HubSpot
Choose the following trigger: Watch Records (Triggers when a contact, a company, or a deal has been recently modified or created within last 30 days. The output is limited to 10K.).
Then set up an Action for Asana
Choose this action: Create a Project (Creates a project.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Asana.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Projects in Asana for new leads in HubSpot CRM!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateioNew deal
Triggers when new deal is available.
triggerbyzapierNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Create task
Adds a new task.
actionbyzapieriftttintegratelyCreate project
Adds a new project.
actionbyzapieriftttintegratelypabbly-connectCreate a task or a subtask
Creates a task or a subtask.
actionbyintegromatUpdate task (legacy)
Updates an existing Task.
actionbyzapierCreate comment/story
Adds a comment or story to a task.
actionbyzapierAttach file
Attaches a File to a task.
actionbyzapier
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Asana is a powerful work management platform that simplifies team collaboration and project management. With Asana, you can track and prioritize tasks, monitor progress in real-time, and connect all your work in one place. From small tasks to big initiatives, Asana helps teams achieve great results, anywhere, anytime.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
