Create a ticket in HubSpot when a specific task is added to Asana

■Overview

When using Asana, a project management tool, alongside HubSpot, a customer relationship management tool, do you find it tedious to manually enter customer-related tasks created in Asana into HubSpot? This manual process can lead to delays and data entry errors. With this workflow, a ticket is automatically created in HubSpot whenever a specific task is added to Asana, enabling seamless information sharing between HubSpot and Asana for smoother customer support.

■Who Should Use This Template

• Teams using HubSpot and Asana that manually link tasks with customer information
• Team leaders looking to eliminate data entry errors between HubSpot and Asana and improve operational efficiency
• Customer support teams aiming to speed up initial response times and improve service quality

■Benefits of This Template

• Automatically create a ticket in HubSpot when a task is added to Asana, reducing the time spent manually entering information
• Eliminate manual coordination between HubSpot and Asana to prevent human errors such as missed task creation and data entry mistakes, helping maintain consistent support quality

■Flow Bot Steps

1. First, connect HubSpot and Asana with Yoom
2. Next, select Asana as the trigger and set the action to “When a new task is added to a specific project”
3. Then, configure the branching feature in an operation so that the subsequent steps run only when specific conditions are met
4. Finally, select HubSpot in an operation, set the “Create a ticket” action, and transfer the Asana task information

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options

• In the Asana trigger settings, specify the workspace ID and project ID from which you want to receive notifications
• With the branching feature, you can define the conditions under which subsequent operations run based on the task information retrieved from Asana
• When creating a ticket in HubSpot, you can set information retrieved from Asana as variables for each ticket field or enter fixed values

■Notes

• Connect both Asana and HubSpot with Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, flow bot operations that include branching will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.