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!
Recommended for
Those considering improving work efficiency with Asana and HubSpot.
Those who create tickets in HubSpot after registering tasks in Asana.
Those who want to integrate Asana and HubSpot to prevent ticket creation omissions.
For those who want to try it immediately
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!
When a task is added to Asana, create a ticket in HubSpot.
How to Create a HubSpot and Asana Integration Flow
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.
When a task is added to Asana, create a ticket in HubSpot.
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".
When a task is added to Asana, create a ticket in HubSpot.
■Overview The workflow "When the HubSpot deal stage is changed, register for the Zoom webinar and send the participation link via email" automates the integration of the sales process and webinars. This allows for automatic registration for Zoom webinars based on deal progress, and the participation link is emailed to the customer, eliminating manual work and enabling efficient communication.
■Recommended for ・Sales representatives managing their sales process using HubSpot ・Marketing personnel who frequently host Zoom webinars and find participant management cumbersome ・Administrators of companies looking to strengthen the integration of sales and marketing and automate operations ・Team leaders who spend time on manual webinar registration and email sending
■Notes ・Please integrate with both HubSpot and Zoom with Yoom. ・The trigger 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.
■Overview The "Automatically register emails with a specific Gmail label as tasks in Asana" flow is a business workflow that seamlessly integrates email management with task management.
■Recommended for ・Asana users who want to efficiently manage tasks with emails received in Gmail ・Business people spending time manually transcribing emails into tasks ・Project managers who want to unify task management within their team and facilitate information sharing ・IT personnel who wish to automate business workflows using Yoom ・Business operators who want to enhance the linkage between emails and tasks to optimize business processes
■Notes ・Please connect both Gmail and Asana with Yoom. ・You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be aware.
■Summary When you manage tasks in Asana and copy their contents to Google Sheets to create progress tracking sheets, do you find manual double entry cumbersome? Manual transcription can also cause input errors and missed updates. By using this workflow, when a new task is added to Asana, information is automatically added to the specified Google Sheet, improving the efficiency of task management.
■Recommended for ・Those who manage tasks using both Asana and Google Sheets ・Project managers who find double entry and transcription of task information burdensome ・Those who want to eliminate manual input errors and missed updates to improve data accuracy
■Notes ・Please connect Yoom with both Asana and Google Sheets. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest available interval varies by plan.
■Overview If you manage tasks in Asana and consolidate project information in Notion, do you find entering and transcribing information into both to be a hassle? This manual work not only takes time but also tends to cause omissions and mistakes. By using this workflow, when a new task is added to a specific project in Asana, the information is automatically synced to a Notion database, streamlining the link between task management and information consolidation and improving operational efficiency.
■Recommended for ・Those who use both Asana and Notion and find double entry of task information burdensome ・Project managers who want to eliminate omissions and errors caused by manual transcription of information ・Those who want to more efficiently share tasks within the team and centrally manage information
■Notes ・Please connect Yoom with both Asana and Notion. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
This is a flowbot that automatically adds a card to Trello when a task is added to Asana. Please use it when synchronizing information between Asana and Trello.
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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I have experience in administrative roles in specialized trading companies and the e-commerce industry. My responsibilities have spanned a wide range of areas, including sales administration, accounting, general affairs, human resources, and legal affairs. While I have worked on improving the efficiency of individual tasks, I believe that utilizing various support tools and Yoom could have made operations even more convenient. I hope to leverage my professional experience to publish articles introducing Yoom, assisting everyone in streamlining their operations.
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