■Overview
This is a flow that creates a deal in HubSpot when a task is added to an Asana project.
■Recommended for
1. Sales and marketing teams using both Asana and HubSpot
・Those who want to automatically register projects and tasks managed in Asana as deals in HubSpot for centralized management
・Those who want to utilize Asana task information for efficient lead nurturing and customer management in HubSpot
・Those who want to reduce the hassle of manual data entry and improve operational efficiency
2. Companies managing projects in Asana and CRM in HubSpot
・Those who want to link project progress and customer information to devise more effective sales strategies
・Those who want to automate the creation of deals in HubSpot triggered by task completion in Asana to streamline the sales process
■Benefits of using this template
・When a task is added in Asana, a deal is automatically created in HubSpot, eliminating the need for manual data entry and significantly improving operational efficiency.
・By creating deals in HubSpot triggered by task completion in Asana, you can automate and streamline the sales process.
■Notes
・Please integrate Yoom with both HubSpot and Asana.
When a new task is added to a specific project
When a new task is added to a specific section
When a task is completed in a specific project
When a task is completed in a specific section
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 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
Form 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
Get all projects
Get projects in a specific team
Create a project
Get task count in a project
Add members to a 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 a user's task list
List workspaces
Add user to workspace
Add user to team
Mark task as complete
Update task
When a new task is added to a specific projectWhen a new task is added to a specific sectionWhen a task is completed in a specific projectWhen a task is completed in a specific sectionWhen a task is created or updated in a specific projectWhen a task is created or updated in a specific sectionWhen a project is created (Webhook)
Get all projectsGet projects in a specific teamCreate a project
Get task count in a projectAdd members to a projectList sections in a specific projectGet section detailsCreate sectionList tasks in a specific projectList tasks in a specific sectionAdd TaskGet task detailsGet a user's task listList workspacesAdd user to workspaceAdd user to teamMark task as completeUpdate taskMove task to another sectionAdd subtaskDuplicate taskAdd collaborators to taskRemove collaborators from taskUpdate task custom fieldsCreate project from project templateDelete taskGet user informationGet list of overdue tasks in a specific sectionGet list of overdue tasks in a specific projectAdd comment to taskGet subtasks listAttach fileGet users listSearch tasksGet attached file informationGet file download URLDownload fileUpdate projectGet project template listGet team list in workspaceAdd task to sectionUpdate dropdown custom field optionsGet custom field settings listList sectionsUpdate task date custom field (date only)Update task date-type custom field (including time)Archive projectCreate status updateGet portfolio listGet goals listGet status update
When a new contact is createdWhen a new company is createdWhen a new deal is createdWhen a contact is created or updatedWhen a company is created or updatedWhen a deal is created or updatedForm SubmittedWhen a product is createdWhen a product is created or updatedWhen a deal is updated to the specified stageWhen a record is created in a custom objectWhen a custom object record is created or updatedWhen an order is created or updatedWhen an order is createdWhen a ticket is createdWhen a ticket is created or updatedWhen a Service is createdWhen a Service is created or updatedWhen a Task is createdWhen a note is added to a deal
Create ContactRetrieve ContactGet Latest Contact IDsUpdate ContactSearch Contact (Keyword Search)Create CompanyGet company informationRetrieve Latest Company IDUpdate companySearch Company (Keyword Search)Create dealGet Deal DetailsRetrieve Latest Deal IDUpdate dealSearch Deals (Keyword)Get Contact Custom PropertiesGet company custom propertiesGet deal custom propertiesGet List of Contact IDsGet List of Company IDsSearch Deals (Filter Search)Update Contact Custom PropertyUpdate Company Custom PropertyUpdate Deal Custom PropertiesCreate ticketSubmit data to formUpdate ticketAssociate RecordsAdd Note to ContactGet public file URLGet Custom Object RecordsCreate Custom Object RecordUpdate custom object recordSearch Custom Object RecordsGet productCreate ProductUpdate productSearch Products (Keyword Search)Update Ticket Custom PropertyAdd Note to CompanyAdd Note to DealAdd note to ticketAdd Meeting to CompanySearch multiple contacts (filter criteria)Get Ticket DetailsAdd Line Item to DealSearch Products (Filter Search)Get Owner (Representative) InformationGet List of Owners (Assignees)Search Multiple Companies (Filter Conditions)Add a Note to a Custom Object RecordRetrieve Company IDs Associated with a Specific ContactRetrieve the Custom Object Record ID Associated with a Specific DealCreate userGet service custom propertiesCreate Meeting LogGet ticket custom propertiesGet quoteUpdate quoteCreate taskDelete quoteSearch quotesCreate formCreate call logGet tax rates listSearch items (filter search)Search fees (filter search)Search discounts (filter search)Search quote templates (filter search)Add signer to quoteCreate QuoteGet line items for a dealGet line item detailsList tasksGet taskCheck object associationsGet user detailsSearch users (keyword)Search users (filter)Get subscription definitionsSearch multiple tickets (filter criteria)
