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

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

Launch this workflow to connect Asana & HubSpot !

■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.

■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

■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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About the Apps
Asana
Templates using
Asana

When a task is registered in Asana, this flow automatically sends a notification to Google Chat. For those who have been manually sending notifications, this flow is expected to reduce the workload. It is recommended for those who want to streamline task management and information sharing with team members.

This is a flow for adding content posted on Google Chat to Asana. By using this flow, tasks are automatically added to Asana in conjunction with information from Google Chat. This helps reduce missed tasks and improves the efficiency of task management.

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HubSpot
Templates using
HubSpot

The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.

When a HubSpot form is submitted, a GitHub Issue is created. This flow allows you to create a GitHub Issue whenever a HubSpot form is submitted. It eliminates the need for manual input and significantly reduces working time.

When a new video is released on YouTube, a flow is created to generate a ticket in HubSpot. This allows for real-time sharing of task progress and response status, reducing miscommunication and enabling smooth business operations.
About the apps you use
Asana
With Yoom, you can integrate Asana’s API—no coding required! Easily automate task creation in Asana, send instant notifications to Slack or Chatwork, and sync Asana data with Yoom’s database for seamless workflow management.
see details
Templates

When a task is registered in Asana, this flow automatically sends a notification to Google Chat. For those who have been manually sending notifications, this flow is expected to reduce the workload. It is recommended for those who want to streamline task management and information sharing with team members.

This is a flow for adding content posted on Google Chat to Asana. By using this flow, tasks are automatically added to Asana in conjunction with information from Google Chat. This helps reduce missed tasks and improves the efficiency of task management.

This is a flow bot that adds a task to Asana when an email arrives in Outlook. Please use it for managing email response tasks in Asana. The flow bot activates when an email with a specific subject arrives in Outlook. You can freely change the subject settings and the information registered in Asana.
HubSpot
Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.
see details
Templates

The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.

When a HubSpot form is submitted, a GitHub Issue is created. This flow allows you to create a GitHub Issue whenever a HubSpot form is submitted. It eliminates the need for manual input and significantly reduces working time.

When a new video is released on YouTube, a flow is created to generate a ticket in HubSpot. This allows for real-time sharing of task progress and response status, reducing miscommunication and enabling smooth business operations.
Templates
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Related apps
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No-Code API Actions
Executable API actions
Flowbot triggers
    When a New Task Is Added to a Specific Project
    When a New Task Is Added to a Specific Section
    When a Task in a Specific Project Is Completed
    When a Task in a Specific Section Is Completed
    When a Task Is Created or Updated in a Specific Project
    When a Task Is Created or Updated in a Specific Section
    When a Project Is Created (Webhook)
    When the Status of a Specific Object Is Updated
    When a Specific Project Is Updated (Webhook)
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    List All Projects
    List Projects in a Specific Team
    Create Project
    Get Project Task Counts
    Add Members to Project
    List Sections in a Specific Project
    Get Section Details
    Create Section
    List Tasks in a Specific Project
    List Tasks in a Specific Section
    Add Task
    Get Task Details
    Get Task List for a Specific User
    Get Workspace List
    Add User to Workspace
    Add User to Team
    Mark Task as Complete
    Update Task
    Move Task to Section
    Add Subtask
    Duplicate Task
    Add Collaborators to Task
    Remove Collaborators from Task
    Update Task Custom Fields
    Create Project from Project Template
    Delete Task
    Get User Information
    Get List of Overdue Tasks in a Specific Section
    Get List of Overdue Tasks in a Specific Project
    Add Comment to Task
    Get List of Subtasks
    Attach File
    Get List of Users
    Search Tasks
    Get Attached File Information
    Get File Download URL
    Download File
    Update Project
    List Project Templates
    List Teams in Workspace
    Add Task to Section
    Update Enum Custom Field Options
    List Custom Field Settings
    List Sections
    Update Task Date Custom Field (Date Only)
    Update Task Date Custom Field (with Time)
    Archive Project
    Create Status Update
    Get Portfolio List
    Get Goal List
    Get Status Update
    Get Goal Details
    Retrieve Status Update History for a Specific Object
    Add Task (Without Specifying Project or Section)
    [Deprecated] Create Contact
    [Deprecated] Retrieve Contact
    Get Latest Contact IDs
    [Deprecated] Update Contact
    [Deprecated] Search Contacts (Keyword Search)
    [Deprecated] Create Company
    [Deprecated] Retrieve Company Information
    Get Latest Company IDs
    [Deprecated] Update Company
    [Deprecated] Search Companies (Keyword Search)
    [Deprecated] Create Deal
    [Deprecated] Retrieve Deal Information
    Get Latest Deal IDs
    [Deprecated] Update Deal
    [Deprecated] Search Deals (Keyword Search)
    [Deprecated] Retrieve Contact Custom Properties
    [Deprecated] Get Company Custom Properties
    [Deprecated] Retrieve Deal Custom Properties
    [Deprecated] Get List of Contact IDs
    [Deprecated] Get List of Company IDs
    [Deprecated] Search Deals (Filtered Search)
    [Deprecated] Update Contact Custom Property
    [Deprecated] Update Company Custom Property
    【Deprecated】Update Deal Custom Property
    【Deprecated】Create Ticket
    Submit Data to Form
    【Deprecated】Update Ticket
    【Deprecated】Associate Records
    【Deprecated】Add Note to Contact
    [Deprecated] Get Public File URL
    [Deprecated] Retrieve a Custom Object Record
    [Deprecated] Create Custom Object Record
    [Deprecated] Update Custom Object Record
    [Deprecated] Search Custom Object Records (Keyword Search)
    [Deprecated] Retrieve a Product
    [Deprecated] Create Product
    [Deprecated] Update Product
    [Deprecated] Search Products (Keyword Search)
    [Deprecated] Update Ticket Custom Property
    [Deprecated] Add Note to Company
    [Deprecated] Add Note to Deal
    [Deprecated] Add Note to Ticket
    [Deprecated] Add Meeting to Company
    [Deprecated] Search Contacts (Filter Conditions)
    [Deprecated] Retrieve Ticket Details
    [Deprecated] Add Line Item to Deal
    [Deprecated] Search Products (Filter Search)
    [Deprecated] Get Owner (Assignee) Information
    [Deprecated] Get Owners (Assignees) List
    [Deprecated] Search Companies (Filter Conditions)
    [Deprecated] Add Note to Custom Object Record
    [Deprecated] Get Company IDs Associated with a Specific Contact
    [Deprecated] Get Custom Object Record IDs Associated with a Specific Deal
    [Deprecated] Create User
    [Deprecated] Retrieve Custom Properties for Services
    [Deprecated] Create Meeting Log
    [Deprecated] Retrieve Custom Properties for Tickets
    [Deprecated] Get Quote
    [Deprecated] Update Quote
    [Deprecated] Create Task
    [Deprecated] Delete Quote
    [Deprecated] Search Quotes
    Create Form
    [Deprecated] Create Call Log
    Get Tax Rate List
    [Deprecated] Search Items (Filter Search)
    [Deprecated] Search Fees (Filter Search)
    [Deprecated] Search Discounts (Filter Search)
    [Deprecated] Search Quote Templates (Filter Search)
    [Deprecated] Add Signers to Quote
    [Deprecated] Create Quote
    [Deprecated] Get Deal Line Items
    [Deprecated] Get Line Item Details
    [Deprecated] Get Tasks List
    [Deprecated] Get Task
    Get Object Associations
    [Deprecated] Get User Information
    [Deprecated] Search Users (Keyword Search)
    [Deprecated] Search Users (Filter Search)
    [Deprecated] Get Subscription Definitions List
    [Deprecated] Search Multiple Tickets (Filter Criteria)
    [Deprecated] Get Pipeline Stages List
    [Deprecated] Get Pipeline Stage
    [Deprecated] Get a List of Notes Associated with a Contact
    [Deprecated] Search Custom Object Records (Filtered Search)
    [Deprecated] Get Product Item Custom Properties
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    [Deprecated] Run CRM Data Export Task
    [Deprecated] Get Export Task Status and File URL
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (Filter Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
Flowbot triggers
    When a New Task Is Added to a Specific Project
    When a New Task Is Added to a Specific Section
    When a Task in a Specific Project Is Completed
    When a Task in a Specific Section Is Completed
    When a Task Is Created or Updated in a Specific Project
    When a Task Is Created or Updated in a Specific Section
    When a Project Is Created (Webhook)
    When the Status of a Specific Object Is Updated
    When a Specific Project Is Updated (Webhook)
Flowbot operations
    List All Projects
    List Projects in a Specific Team
    Create Project
    Get Project Task Counts
    Add Members to Project
    List Sections in a Specific Project
    Get Section Details
    Create Section
    List Tasks in a Specific Project
    List Tasks in a Specific Section
    Add Task
    Get Task Details
    Get Task List for a Specific User
    Get Workspace List
    Add User to Workspace
    Add User to Team
    Mark Task as Complete
    Update Task
    Move Task to Section
    Add Subtask
    Duplicate Task
    Add Collaborators to Task
    Remove Collaborators from Task
    Update Task Custom Fields
    Create Project from Project Template
    Delete Task
    Get User Information
    Get List of Overdue Tasks in a Specific Section
    Get List of Overdue Tasks in a Specific Project
    Add Comment to Task
    Get List of Subtasks
    Attach File
    Get List of Users
    Search Tasks
    Get Attached File Information
    Get File Download URL
    Download File
    Update Project
    List Project Templates
    List Teams in Workspace
    Add Task to Section
    Update Enum Custom Field Options
    List Custom Field Settings
    List Sections
    Update Task Date Custom Field (Date Only)
    Update Task Date Custom Field (with Time)
    Archive Project
    Create Status Update
    Get Portfolio List
    Get Goal List
    Get Status Update
    Get Goal Details
    Retrieve Status Update History for a Specific Object
    Add Task (Without Specifying Project or Section)
Flowbot triggers
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    [Deprecated] Create Contact
    [Deprecated] Retrieve Contact
    Get Latest Contact IDs
    [Deprecated] Update Contact
    [Deprecated] Search Contacts (Keyword Search)
    [Deprecated] Create Company
    [Deprecated] Retrieve Company Information
    Get Latest Company IDs
    [Deprecated] Update Company
    [Deprecated] Search Companies (Keyword Search)
    [Deprecated] Create Deal
    [Deprecated] Retrieve Deal Information
    Get Latest Deal IDs
    [Deprecated] Update Deal
    [Deprecated] Search Deals (Keyword Search)
    [Deprecated] Retrieve Contact Custom Properties
    [Deprecated] Get Company Custom Properties
    [Deprecated] Retrieve Deal Custom Properties
    [Deprecated] Get List of Contact IDs
    [Deprecated] Get List of Company IDs
    [Deprecated] Search Deals (Filtered Search)
    [Deprecated] Update Contact Custom Property
    [Deprecated] Update Company Custom Property
    【Deprecated】Update Deal Custom Property
    【Deprecated】Create Ticket
    Submit Data to Form
    【Deprecated】Update Ticket
    【Deprecated】Associate Records
    【Deprecated】Add Note to Contact
    [Deprecated] Get Public File URL
    [Deprecated] Retrieve a Custom Object Record
    [Deprecated] Create Custom Object Record
    [Deprecated] Update Custom Object Record
    [Deprecated] Search Custom Object Records (Keyword Search)
    [Deprecated] Retrieve a Product
    [Deprecated] Create Product
    [Deprecated] Update Product
    [Deprecated] Search Products (Keyword Search)
    [Deprecated] Update Ticket Custom Property
    [Deprecated] Add Note to Company
    [Deprecated] Add Note to Deal
    [Deprecated] Add Note to Ticket
    [Deprecated] Add Meeting to Company
    [Deprecated] Search Contacts (Filter Conditions)
    [Deprecated] Retrieve Ticket Details
    [Deprecated] Add Line Item to Deal
    [Deprecated] Search Products (Filter Search)
    [Deprecated] Get Owner (Assignee) Information
    [Deprecated] Get Owners (Assignees) List
    [Deprecated] Search Companies (Filter Conditions)
    [Deprecated] Add Note to Custom Object Record
    [Deprecated] Get Company IDs Associated with a Specific Contact
    [Deprecated] Get Custom Object Record IDs Associated with a Specific Deal
    [Deprecated] Create User
    [Deprecated] Retrieve Custom Properties for Services
    [Deprecated] Create Meeting Log
    [Deprecated] Retrieve Custom Properties for Tickets
    [Deprecated] Get Quote
    [Deprecated] Update Quote
    [Deprecated] Create Task
    [Deprecated] Delete Quote
    [Deprecated] Search Quotes
    Create Form
    [Deprecated] Create Call Log
    Get Tax Rate List
    [Deprecated] Search Items (Filter Search)
    [Deprecated] Search Fees (Filter Search)
    [Deprecated] Search Discounts (Filter Search)
    [Deprecated] Search Quote Templates (Filter Search)
    [Deprecated] Add Signers to Quote
    [Deprecated] Create Quote
    [Deprecated] Get Deal Line Items
    [Deprecated] Get Line Item Details
    [Deprecated] Get Tasks List
    [Deprecated] Get Task
    Get Object Associations
    [Deprecated] Get User Information
    [Deprecated] Search Users (Keyword Search)
    [Deprecated] Search Users (Filter Search)
    [Deprecated] Get Subscription Definitions List
    [Deprecated] Search Multiple Tickets (Filter Criteria)
    [Deprecated] Get Pipeline Stages List
    [Deprecated] Get Pipeline Stage
    [Deprecated] Get a List of Notes Associated with a Contact
    [Deprecated] Search Custom Object Records (Filtered Search)
    [Deprecated] Get Product Item Custom Properties
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    [Deprecated] Run CRM Data Export Task
    [Deprecated] Get Export Task Status and File URL
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (Filter Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact