Example Workflow Triggers and Actions

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New Task Created

Triggered when a new task is created in Asana, initiating actions in HubSpot such as creating a new deal or ticket, adding tasks to a project board, or sending notifications to relevant team members.
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Task Completed

Activated when a task is completed in Asana, triggering actions in HubSpot for updating deal stages, sending task completion notifications, or initiating follow-up tasks for project milestones.
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Task Deadline Approaching

Fires when a task deadline is approaching in Asana, enabling automated actions in HubSpot such as sending reminders, escalating overdue tasks, or updating project timelines.
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High-Priority Task Identified

Triggered when a task is identified as high-priority based on criteria set in Asana, prompting actions in HubSpot for immediate attention, resource allocation, or task prioritization.
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Add Task Details to HubSpot Contact

This action adds task details, such as task descriptions, due dates, and assignees, to the corresponding contact record in HubSpot, enriching customer profiles with project-related information for better customer management.
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Create Task for Follow-Up

Enables the creation of follow-up tasks in HubSpot based on task interactions and project milestones from Asana, ensuring timely response and engagement with project-related activities.
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Find or Create Contact from Task Data

Searches for a contact in HubSpot based on task data from Asana. If not found, it creates a new contact record, maintaining data integrity and completeness across platforms.
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Update Contact Properties from Task Interactions

Updates contact properties in HubSpot based on task interactions and project activities captured through Asana, facilitating segmentation and personalization based on project involvement.
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Remove Task Activity from Timeline

This action removes task activity from the contact timeline in HubSpot, ensuring a clean and focused view of customer interactions and project-related activities.
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"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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Asana by ConnectIn + HubSpot

 

Integrate
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Efficient Task Management

Integrate Asana  with HubSpot to streamline task management processes, ensuring seamless collaboration between sales, marketing, and project teams for improved productivity and project execution.

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Enhanced Project Visibility

Enhance project visibility by syncing task data between Asana and HubSpot, providing a centralized view of project statuses, timelines, and priorities for better decision-making and resource allocation.

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Automated Task Assignments

Automate task assignments by leveraging Asana automation features to trigger actions in HubSpot, such as assigning tasks to team members, updating project statuses, or sending notifications for task deadlines.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Asana Integration streamline task management?

The integration streamlines task management by syncing task data between Asana  and HubSpot, ensuring seamless collaboration and improved productivity across teams.

Can I enhance project visibility with this integration?

Yes, project visibility can be enhanced by syncing task data between Asana and HubSpot, providing a centralized view of project statuses, timelines, and priorities for better decision-making.

How does the integration automate task assignments?

Task assignments can be automated by leveraging Asana automation features to trigger actions in HubSpot, such as assigning tasks to team members, updating project statuses, or sending notifications for task deadlines.

What triggers and actions are available for task interactions?

Various triggers and actions such as new task created, task completed, and task deadline approaching are available for task interactions between Asana and HubSpot.

Can I identify high-priority tasks and manage them accordingly?

Absolutely! High-priority tasks can be identified based on criteria set in Asana, prompting actions in HubSpot for immediate attention, resource allocation, or task prioritization.

How does the integration enrich customer profiles for better customer management?

Task details such as descriptions, due dates, and assignees are added to corresponding contact records in HubSpot, enriching customer profiles with project-related information for better customer management and engagement.

Is it possible to create follow-up tasks and engagements in HubSpot?

Yes, follow-up tasks and engagements can be created automatically in HubSpot based on task interactions and project milestones from Asana, ensuring timely response and engagement with project-related activities.

Can I remove task activity from the contact timeline in HubSpot?

Yes, task activity can be removed from the contact timeline in HubSpot, ensuring a clean and focused view of customer interactions and project-related activities.

How does the integration contribute to improving team collaboration and productivity?

The integration contributes to improving team collaboration and productivity by centralizing task management, automating workflow processes, and providing actionable insights for better project execution and resource allocation.

How can I leverage task data for better project planning and execution?

Task data captured through Asana can be leveraged in HubSpot for better project planning and execution, ensuring alignment between teams, timely completion of tasks, and successful project outcomes.
The integration streamlines task management by syncing task data between Asana  and HubSpot, ensuring seamless collaboration and improved productivity across teams.
Yes, project visibility can be enhanced by syncing task data between Asana and HubSpot, providing a centralized view of project statuses, timelines, and priorities for better decision-making.
Task assignments can be automated by leveraging Asana automation features to trigger actions in HubSpot, such as assigning tasks to team members, updating project statuses, or sending notifications for task deadlines.
Various triggers and actions such as new task created, task completed, and task deadline approaching are available for task interactions between Asana and HubSpot.
Absolutely! High-priority tasks can be identified based on criteria set in Asana, prompting actions in HubSpot for immediate attention, resource allocation, or task prioritization.
Task details such as descriptions, due dates, and assignees are added to corresponding contact records in HubSpot, enriching customer profiles with project-related information for better customer management and engagement.
Yes, follow-up tasks and engagements can be created automatically in HubSpot based on task interactions and project milestones from Asana, ensuring timely response and engagement with project-related activities.
Yes, task activity can be removed from the contact timeline in HubSpot, ensuring a clean and focused view of customer interactions and project-related activities.
The integration contributes to improving team collaboration and productivity by centralizing task management, automating workflow processes, and providing actionable insights for better project execution and resource allocation.
Task data captured through Asana can be leveraged in HubSpot for better project planning and execution, ensuring alignment between teams, timely completion of tasks, and successful project outcomes.

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