[Image Description] Project management made easy with HubSpot and Asana integration!

Now, let's create a business flow using the template.

Step 1: Connect HubSpot and Asana with My Apps

1. After logging into Yoom, select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.

2. From the list of new connections in My Apps, select HubSpot and Asana, and connect the apps.

＜For HubSpot＞

・Select the account you want to connect and click "Select Account".

・Check the box and click "Connect App" to complete the registration in My Apps.
※ To register in My Apps, you need to add permissions to connect the app in HubSpot. For details, please check here.

＜For Asana＞

・Sign in.

・Click "Allow" to complete the registration in My Apps.

‍Step 2: Set a Trigger to Activate When a New Task is Added to a Specific Project in Asana

3. Open the copied template. (Change the title if necessary.)
　※ The template is saved in "My Projects".
　　If it doesn't open automatically, select the relevant template from My Projects and click "Edit" at the top right of the screen.

4. From Flowbot, select "App Trigger When a New Task is Added to a Specific Project".

5. Set "Select Linked Account and Action".
　Change the title of the app trigger if necessary, and click "Next".

6. Set the API connection for the app trigger.
　・Trigger Activation Interval: Set an appropriate time according to business needs. A shorter setting is generally recommended. The shortest selectable time varies depending on the plan.
　・Workspace ID: Enter any ID or select from the candidates.
　・Project ID: Enter any ID or select from the candidates.

7. Conduct a test, confirm success, and click "Save".

Step 3: Set an Action to Retrieve Company Information from HubSpot

8. From Flowbot, select "Integrate with App Create Ticket".

9. Set "Select Linked Account and Action".
　Change the title if necessary, and click "Next".

10. Set the API connection.
　Refer to the notes at the bottom of the field and enter each item.
　※ Ticket name and pipeline stage are required fields.
　※ You can refer to information from the output obtained in Step 2 - Procedure 7.

11. Conduct a test, confirm success, and click "Save".

Finally, switch the trigger of the saved flow to "ON" to activate it.

This completes the flow of "Creating a ticket in HubSpot when a task is added to an Asana project".

Other Automation Examples Using HubSpot and Asana

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of HubSpot and Asana.

If there's anything that catches your interest, please feel free to try it out!

‍‍Automation Examples Integrating HubSpot and Asana

It is also possible to create a deal in HubSpot when a task is added to a project in Asana.

Examples of Automation Using HubSpot

Notify Chat Tools of Actions in HubSpot

Automatically notify Slack, Discord, etc., when a contact or new deal is registered in HubSpot.

Issue a meeting URL when specific conditions are met in HubSpot

Automatically generate a meeting URL in Google Meet or Zoom when specific conditions are met in HubSpot.

Create a folder in cloud storage when a new company is created in HubSpot

Automatically create a folder in Google Drive, OneDrive, etc., when a new company is created in HubSpot.

Examples of Automation Using Asana

Register a Task in Asana When an Email is Received

Automatically register a task in Asana when an email is received in Gmail or Outlook.

Add to the database when a new task is added to Asana

Automatically add new tasks from Asana to Google Sheets or Microsoft Excel.

When a task is added to Asana, add it to other project management apps

Automatically add tasks to Trello, Jira Software, etc., when a task is added to Asana.

Benefits and Automation Examples of Integrating HubSpot and Asana

By integrating HubSpot, a marketing platform centered around CRM (Customer Relationship Management), with Asana, a tool for project and task management, you can enhance the functionality of both tools in your business operations.

What are the benefits of integrating HubSpot and Asana?

For those using these two tools, there are numerous benefits to be gained from integration.

The main benefit is the ability to reflect information registered in one tool onto the other. Additionally, you can automate business workflows such as task creation in Asana or updating customer data in HubSpot. This enables centralized information management and should lead to efficient project management! Let's look at some examples of tasks that can be automated.

What are some examples of automation for improving business efficiency?

Besides the templates introduced earlier, integrating HubSpot and Asana allows for the automation of various tasks.

Automation Example 1: Automatically add a task to Asana when a new contact is created in HubSpot

By linking customer information in HubSpot with project and task information in Asana, centralized data management becomes possible. This facilitates smooth information sharing between sales representatives and other project team members, leading to improved business efficiency.

Automation Example 2: Add content submitted via HubSpot forms to Asana tasks

Not only customer information but also responses to inquiry forms can be automated. The content submitted via HubSpot forms can be automatically transcribed into Asana tasks, saving you the hassle of manual entry!

As you can see, by combining HubSpot's CRM features with Asana's project and task management capabilities, you can automate various business workflows. Give integration a try!

Conclusion

We introduced a method for automatically creating tickets in conjunction with task additions by integrating HubSpot and Asana. This should help improve business efficiency.

Additionally, integrating HubSpot and Asana allows for centralized management of customer and transaction information as well as project management information. As a result, it should lead to smooth information sharing within the team and more efficient customer interactions.

By using Yoom, you can automate various tasks between HubSpot and Asana, so be sure to give it a try!