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Good news for those who create tickets in HubSpot after registering tasks in Asana!
You can automate ticket creation in HubSpot.
Many of you might find it tedious to register the same information in both Asana and HubSpot.
Repeated input is time-consuming, and input errors can cause work to stall.
Here, we will clearly explain how to integrate Asana and HubSpot without code and automatically create tickets when tasks are registered!
It's easy to set up, so please give it a try!
This article introduces how to integrate using the no-code tool "Yoom".
No complicated settings or operations are required, making it easy for non-engineers to achieve.
You can start right away using the template below, so please give it a try!
■Overview
This is a flow where a ticket is created in HubSpot when a new task is added to Asana.
■Recommended for
1. Those who want to manage tasks and customer support simultaneously
・Project Managers
・Leaders of Customer Support Teams
2. Those who want to reduce manual task and ticket linking work and automate the process
・Owners of small and medium-sized businesses aiming for operational efficiency
・Those who want to speed up task progress management and customer support
3. Those who use Asana and HubSpot regularly
・Users managing tasks with Asana
・Personnel managing support tickets with HubSpot
■Benefits of using this template
・Tickets are created immediately when a new task is added, enabling prompt responses.
・Reduces manual work and allows for smoother business processes.
■Notes
・Please integrate both Asana and HubSpot with Yoom.
[About Yoom]
Now, let me introduce a flow where a ticket is created in HubSpot when a task is added to an Asana project.
If you haven't registered with Yoom yet, please create an account from here.
Additionally, having the following template will make creating integration and automation flows even easier. Click "Try this template" from the link to proceed.
■Overview
This is a flow where a ticket is created in HubSpot when a new task is added to Asana.
■Recommended for
1. Those who want to manage tasks and customer support simultaneously
・Project Managers
・Leaders of Customer Support Teams
2. Those who want to reduce manual task and ticket linking work and automate the process
・Owners of small and medium-sized businesses aiming for operational efficiency
・Those who want to speed up task progress management and customer support
3. Those who use Asana and HubSpot regularly
・Users managing tasks with Asana
・Personnel managing support tickets with HubSpot
■Benefits of using this template
・Tickets are created immediately when a new task is added, enabling prompt responses.
・Reduces manual work and allows for smoother business processes.
■Notes
・Please integrate both Asana and HubSpot with Yoom.
Now, let's create a business flow using the template.
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.
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".
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".
■Overview
This is a flow where a ticket is created in HubSpot when a new task is added to Asana.
■Recommended for
1. Those who want to manage tasks and customer support simultaneously
・Project Managers
・Leaders of Customer Support Teams
2. Those who want to reduce manual task and ticket linking work and automate the process
・Owners of small and medium-sized businesses aiming for operational efficiency
・Those who want to speed up task progress management and customer support
3. Those who use Asana and HubSpot regularly
・Users managing tasks with Asana
・Personnel managing support tickets with HubSpot
■Benefits of using this template
・Tickets are created immediately when a new task is added, enabling prompt responses.
・Reduces manual work and allows for smoother business processes.
■Notes
・Please integrate both Asana and HubSpot with Yoom.
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!
It is also possible to create a deal in HubSpot when a task is added to a project in Asana.
■Overview
This is a flow that creates a deal in HubSpot when a task is added to an Asana project.
■Recommended for
1. Sales and marketing teams using both Asana and HubSpot
・Those who want to automatically register projects and tasks managed in Asana as deals in HubSpot for centralized management
・Those who want to utilize Asana task information for efficient lead nurturing and customer management in HubSpot
・Those who want to reduce the hassle of manual data entry and improve operational efficiency
2. Companies managing projects in Asana and CRM in HubSpot
・Those who want to link project progress and customer information to devise more effective sales strategies
・Those who want to automate the creation of deals in HubSpot triggered by task completion in Asana to streamline the sales process
■Benefits of using this template
・When a task is added in Asana, a deal is automatically created in HubSpot, eliminating the need for manual data entry and significantly improving operational efficiency.
・By creating deals in HubSpot triggered by task completion in Asana, you can automate and streamline the sales process.
■Notes
・Please integrate Yoom with both HubSpot and Asana.
Notify Chat Tools of Actions in HubSpot
Automatically notify Slack, Discord, etc., when a contact or new deal is registered in HubSpot.
■Overview
This is a flow that notifies Microsoft Teams when a new contact is created in HubSpot.
■Recommended for
1. Sales Department
・Sales teams that want to share new leads and customer information with the entire team and respond quickly
・Departments that want to collaborate as a team to follow up on new contacts
2. Customer Support Team
・Support teams that want to timely grasp new customer information and respond quickly
・Departments that want to enhance the consistency of customer support and share the latest information with everyone
3. Marketing Department
・Teams that want to plan and execute campaigns based on new customer information
・Departments that want to check lead generation results in real-time and plan the next actions
■Benefits of Using This Template
・Notifications are sent to Microsoft Teams simultaneously when a new contact is created in HubSpot, eliminating information delays.
・It enables the entire team to collaborate and respond quickly, improving the quality of customer support.
■Notes
・Please integrate both HubSpot and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow where a message about a deal is notified to a channel in Discord when a new deal is created in HubSpot.
■Recommended for
1. Those using Discord as a chat tool
・Company representatives using it as an internal chat tool
・Sales representatives using it as a communication tool with clients
・Managers of companies with many branches
・Professionals such as labor and social security attorneys or tax accountants with advisory contracts
2. Those managing company data with HubSpot
・Administrative staff managing data using digital tools
・Marketing personnel
3. Those looking to reduce manual input and automate processes
・Owners of small to medium-sized businesses aiming for business automation
・Administrative staff looking to improve data accuracy
■Benefits of using this template
・The entire process is completed automatically, eliminating the need for manual work and improving business efficiency.
・The flow bot is automatically activated based on the registration details, helping to prevent communication oversights.
■Notes
・Please integrate Yoom with both HubSpot and Discord.
■Overview
When a new deal is created in HubSpot, a message is automatically sent to a specified Slack channel.
The content of the message and the destination Slack channel can be freely customized.
■Setup Instructions
・Connect each of the HubSpot and Slack apps with Yoom. (My App Integration)
・Set the information to be retrieved with the HubSpot trigger "When a new deal is created".
・In the Slack operation "Send a message to a channel", configure the linked account, destination channel, and message content.
■Notes
・Integration settings with accounts are required for both HubSpot and Slack.
・Please replace the Slack channel ID and message content with your desired values.
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.
■Overview
This is a flow where a meeting scheduled with a HubSpot contact is registered in Google Calendar, and the meeting URL is sent via Gmail.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who use HubSpot for sales activities
・Those who want to use the registered meeting information with other tools
2. Those who use Google Calendar for work
・Those who want to prevent scheduling errors or omissions and improve the accuracy of schedule management
3. Those who communicate with customers via Gmail
・Those who want to automate the sending of standard emails such as meeting invitations to improve work efficiency
■Benefits of using this template
When you register an online meeting schedule in HubSpot, you can automate everything from calendar registration to sending the meeting URL via email, minimizing the risk of transcription errors or missed communications.
Additionally, the communication process with customers is standardized, enabling quick and consistent responses.
■Notes
・Please integrate Yoom with HubSpot, Google Calendar, Gmail, and Google Sheets.
・Branching is a feature (operation) available with Mini Plan or higher plans. If you are on the Free Plan, the set operations will result in an error, so please be careful.
・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
・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.
・In this flow, we use Google Sheets to convert dates from Coordinated Universal Time (UTC) to Japan Standard Time (JST).
■Overview
The workflow "Register for a Zoom webinar and send a participation link via email when the HubSpot deal stage changes" automates the integration of sales processes and webinars.
This allows for automatic registration for Zoom webinars according to the progress of the deal, and the participation link is emailed to the customer, eliminating manual work and enabling efficient communication.
■Recommended for
■Benefits of using this template
When the HubSpot deal stage changes, it automatically registers for a Zoom webinar and sends the participation link via email, reducing the hassle of manual work.
Additionally, it prevents manual registration errors and email omissions, ensuring reliable customer service.
Automation enables quick and reliable information delivery, facilitating smooth business operations.
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.
■Overview
This is a flow that creates a folder for each client in OneDrive when a client is registered in HubSpot.
■Recommended for
1. Companies that have implemented HubSpot as a customer management tool
・Marketing or sales personnel using HubSpot for customer management
2. Those managing files with OneDrive
・Back office personnel managing documents by creating folders for each client
・Those who want to reduce the hassle of creating folders
■Benefits of using this template
Many people manage documents by creating folders for each client in OneDrive.
However, manually creating folders every time a new client is registered is time-consuming and labor-intensive.
By using this template, you can reduce such burdens.
By linking with HubSpot information, folders are automatically created in OneDrive, making it easy for those who previously prepared folders manually to manage them.
As a result, you can allocate the saved time to other tasks, leading to improved productivity.
■Notes
・Please link both HubSpot and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that creates a new folder in Box when a new company is created in HubSpot.
■Recommended for
1. Those who manage companies using HubSpot
・Sales assistants or accounting staff managing prospects
・Administrative staff or office managers
2. Representatives of companies that have adopted Box for data storage
・Sales assistants managing company information in folders by company
・Customer service representatives storing materials for web meetings
3. Those who want to reduce manual work and automate processes
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Marketing personnel managing data using digital tools
■Benefits of using this template
・Automatically creates a folder with the company name based on the registration in HubSpot, reducing manual effort and increasing operational efficiency.
・Automatically creates a folder triggered by registration, allowing for a smooth start to subsequent anticipated tasks.
・Prevents manual input errors by quoting from HubSpot registration, maintaining data accuracy.
・Centralizes customer information and related files on Box, reducing the effort to search for information and improving operational efficiency.
■Notes
・Please integrate both Box and HubSpot with Yoom.
■Overview
This is a flow that creates a folder with the company name in a specified location on Google Drive when a new company is registered in HubSpot.
■Recommended for
1. Companies that store data for each company in Google Drive
・Sales assistants or department heads
・Administrative staff overseeing company-wide information
・Accounting staff issuing forms for each company
2. Companies managing related company information in HubSpot
・Sales staff managing business cards and company information
・Marketing staff
3. Those who want to reduce manual input and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Administrative staff who want to improve data accuracy
■Benefits of using this template
・The entire process is completed automatically, eliminating the need for manual work and improving business efficiency.
・The flow bot is automatically activated based on the registered content, helping to prevent omissions in operations.
■Notes
・Please integrate Yoom with both HubSpot and Google Drive.
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.
■Overview
This is a flow bot that adds a task to Asana when an email arrives in Outlook.
Please use it for managing email-related tasks in Asana.
The flow bot is triggered when an email with a specific subject arrives in Outlook.
Feel free to change the subject settings and the information registered in Asana.
■Notes
・Please integrate Yoom with both Asana and Outlook.
・Administrator approval from Office365 may be required for Outlook integration.
・If so, please refer to this article to request approval from the administrator.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
The flow "Automatically register emails with specific labels in Gmail as tasks in Asana" is a business workflow that seamlessly integrates email management and task management.
■Recommended for
■Benefits of using this template
Add to the database when a new task is added to Asana
Automatically add new tasks from Asana to Google Sheets or Microsoft Excel.
■Overview
This is a flow that automatically adds a new task to Google Sheets when a new task is added in Asana.
This flow can reduce the effort of adding tasks to multiple tools.
■Notes
・It is necessary to set up account integration for both Asana and Google Sheets.
■Overview
This is a flow that adds a record to Microsoft Excel when a task is registered in Asana.
■Recommended for
1. Members of teams using Asana
・Those who want to list and analyze tasks and information managed in Asana in Microsoft Excel
・Those who want to reduce the effort of manually transferring additional information from Asana to Microsoft Excel
・Those who want to always check the latest Asana information in Microsoft Excel
2. Department leaders and managers
・Those who want to visualize task information in Microsoft Excel to aid in progress management and understanding team status
・Those who want to process and analyze Asana data in Microsoft Excel to utilize it for business improvement and decision-making
■Benefits of using this template
Asana is a convenient tool for project and task management, but there are often cases where you want to utilize the information in other systems. However, when operating Asana and Microsoft Excel separately, it is necessary to manually transfer task information registered in Asana to Excel, which involves manual work and the possibility of transcription errors or information omissions cannot be denied.
By utilizing this flow, the information linkage between Asana and Microsoft Excel is automated, eliminating the need for manual transcription, significantly improving work efficiency and reducing the risk of human error.
■Notes
・Please link both Asana and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
When a new task is added in Asana, it will also be automatically added to Notion.
This flow reduces the effort of adding tasks to multiple tools.
■Notes
・It is necessary to set up account integration for both Asana and Notion.
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.
■Overview
When a new task is added to a specific section in Asana, it will automatically be added as a GitHub Issue.
You can freely customize the title, body, and labels.
■How to Set Up
・Connect each of the Asana and GitHub apps with Yoom. (My App Integration)
・Set the target section with the trigger "When a new task is added to a specific section" in Asana.
・In the GitHub operation "Create Issue," set the Issue title and other details based on the information obtained from Asana.
■Notes
・Integration with Yoom is required for both Asana and GitHub.
・Please replace the owner name and repository name settings with any desired values.
■Overview
This is a flow bot that automatically adds a card to Trello when a task is added to Asana.
Please use it when synchronizing information between Asana and Trello.
■Notes
・Please connect both Asana and Trello with Yoom.
・Information will be synchronized to Trello 5 to 15 minutes after a task is added in Asana.
■Overview
This is a flow bot that automatically adds an issue to Jira when a task is added in Asana. Please use it when synchronizing information between Asana and Jira.
■Notes
・Please integrate Asana, Jira, and Yoom.
・Information will be synchronized to Jira 5 to 15 minutes after a task is added in Asana.
・Please note that if the task description in Asana is empty, it will result in an error when linking to Jira.
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.
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.
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!
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!
