When a deal is won in HubSpot, register a task in an Asana project.

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■Overview

This is a workflow where "When a deal is won in HubSpot, a task is registered in an Asana project."
Since routine tasks corresponding to the progress of the deal can be automated, there is no need to request or give instructions for tasks each time.
This eliminates the hassle of transcription and allows for smooth follow-up.

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■Recommended for

Those who manage deal progress in HubSpot
Those who want to promptly proceed with follow-up after a deal is won
Companies using Asana for business
Those aiming to establish standardized business processes
Those who feel challenged by information sharing and task understanding within the team

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■Benefits of using this template

With this flow, when a deal stage in HubSpot becomes won, a task is automatically registered in an Asana project.
Since routine tasks corresponding to the progress of the deal can be automated, there is no need to request or give instructions for tasks each time.
This eliminates the hassle of transcription and allows for smooth follow-up.

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