HubSpotで商談が受注になったらAsanaのプロジェクトにタスクを登録する

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■概要

「HubSpotで商談が受注になったらAsanaのプロジェクトにタスクを登録する」業務フローです。
商談の進捗に合わせた定型業務を自動でタスク化できるため、毎回業務の依頼や指示を行う必要がなくなります。
これにより、転記の手間が省け、スムーズにフォローアップが進められます。

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■このテンプレートをおすすめする方

HubSpotで商談の進捗を管理している方
受注後のフォローアップを速やかに進めたい方
Asanaを業務で利用している企業
標準化された業務プロセスの確立を目指す方
チーム内の情報共有やタスク把握に課題を感じている方

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■このテンプレートを使うメリット

このフローにより、HubSpotの取引ステージが受注になった際、Asanaのプロジェクトにタスクが自動登録されます。
商談の進捗に合わせた定型業務を自動でタスク化できるため、毎回業務の依頼や指示を行う必要がなくなります。
転記の手間を省き、スムーズにフォローアップが進められます。

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