How to integrate Asana with HubSpot to create a ticket in HubSpot when a task is added in Asana

Step 1: Connect Asana and HubSpot with My Apps

Register My Apps to connect Asana and HubSpot to Yoom.
By completing the My Apps registration first, you can proceed with the automation settings smoothly.

1. Click on My Apps on the left side of the Yoom page screen and select "New Connection".
Enter "Asana" in the search box at the top right and select Asana from the search results.

2. On the displayed screen, enter your email address and click "Continue".

On the next screen, enter your password and click "Login".

3. Next, register HubSpot with My Apps.
Similar to the Asana registration, click on My Apps on the left side of the Yoom page screen and select "New Connection".
Enter "HubSpot" in the search box and select HubSpot from the search results.
On the next screen, click "Sign in to HubSpot Account".

On the next screen, enter your email address and click "Next".

On the next screen, enter your password and click "Login".

On the next screen, enter the code sent to your email address.

If Asana and HubSpot are displayed in My Apps, the registration is complete.

Step 2: Copy the Template

Open the template page below and click 'Try this template'.

The template will be automatically copied to your workspace. Please click "OK" on the next screen.

Step 3: Set the Asana trigger that starts the flow and configure the subsequent HubSpot operations

1. Click "OK" on the previous screen, then click the app trigger "When a new task is added to a specific project" on the displayed screen.
※ This screen appears when you click "【Copy】When a task is added to Asana, create a ticket in HubSpot" in the Flowbot under "My Projects" on the left side of the Yoom page screen.

2. Enter the required fields on the displayed screen and click "Next".

3. Configure the details on the displayed screen.
Select the "Trigger Interval".
※ Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. Please note that the shortest activation interval varies depending on the plan.

Select the "Workspace ID" from the suggestions that appear when you click the input field.

Select the "Project ID" from the suggestions that appear when you click the input field.

After entering, execute "Test" and if successful, click "Save".
※ The displayed output can be used in the next settings as indicated by "This value can be used in other operations."

4. Configure the API connection settings.
Select the "Ticket Name" from the output that appears when you click the input field.

Enter the "Pipeline Stage" according to the explanation below the input field.
※ This time, it was set as shown in the image below.
After entering, execute "Test" and if successful, click "Save".

Step 4: Turn on the trigger button and verify the operation of the Asana and HubSpot integration flow

Click the "Turn on Trigger" button in the red frame on the screen below to automatically start the Flowbot.

The template used this time is as follows.

Other Examples of Automation Using Asana and HubSpot

Yoom also offers templates using Asana and HubSpot, so here are a few examples.

1. Retrieve tasks from Asana and add them to Google Sheets on a specified schedule
This flow retrieves tasks from Asana and adds them to Google Sheets on a specified schedule. With this flow, you can add incomplete tasks from Asana to Google Sheets at a specified schedule, which is expected to improve the efficiency of transcription work. By consolidating incomplete tasks in Google Sheets, you can smoothly prioritize tasks and allocate members. Additionally, sharing Google Sheets can be done quickly, facilitating smoother project work.

2. Update kintone records when a task in a specified Asana project is updated
This flow updates kintone records when a task in a specified Asana project is updated. With this flow, every time a task is updated in Asana, it is automatically synchronized with kintone, eliminating the need for double entry. This can reduce the burden on the person in charge and shorten working hours, allowing more focus on project progress. Additionally, it can prevent input errors and data omissions that often occur during manual updates, thereby improving the accuracy of information.

3. Generate a document in Google Docs when a Hubspot contact reaches a specific status
This flow generates a document in Google Docs when a Hubspot contact reaches a specific status. By using this flow, the effort required to manually create documents is reduced, which is expected to improve operational efficiency. Furthermore, by automating a series of processes, staff can focus on important tasks, leading to increased productivity.

Benefits and Examples of Integrating Asana with HubSpot

Benefit 1: Maintain Consistency in Task and Customer Support

When managing tasks in Asana and handling customer support in HubSpot, dispersed information can compromise consistency. By automatically creating a ticket in HubSpot when a task is added in Asana, you can centrally manage related information. For example, when the customer support team registers a customer inquiry as a task in Asana, a ticket is automatically generated in HubSpot. This allows the sales team and support staff to respond quickly and appropriately, leading to improved customer satisfaction.

Benefit 2: Reduce the Burden of Manual Ticket Creation

Manually transferring tasks from Asana to HubSpot can lead to the hassle and errors of entering the same information twice. By automating the integration, accurate information is registered in HubSpot simultaneously with task addition, reducing the burden of manual work. For example, when a project manager adds a new task in Asana, a related ticket is automatically created in HubSpot, saving data entry time and allowing focus on other important tasks.

Benefit 3: Visualize Customer Support Progress and Improve Management Accuracy

Understanding the progress of customer support across the team is essential for providing high-quality service. The integration of Asana and HubSpot allows for timely confirmation of support status, improving management accuracy. For example, when the support team adds a "Product Issue Response" task in Asana, a ticket is automatically created in HubSpot. The development and quality assurance teams can check the progress in HubSpot, and by sharing the latest status with all stakeholders, speedy problem resolution is expected.

Conclusion

This time, we introduced how to integrate Asana with HubSpot to create a ticket in HubSpot when a task is added in Asana.
The integration of Asana and HubSpot will greatly contribute to improving work efficiency and the quality of customer support. By reducing the burden and errors of manual information transfer and centrally managing tasks and tickets, it leads to increased productivity for the entire team.
No special skills or knowledge are required to implement automation with Yoom. Simply follow the instructions for easy operation.
Please utilize the methods introduced in this article to achieve automation of business processes and improve customer satisfaction.