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HubSpot Asana
When a task is added to a project in Asana, create a deal in HubSpot.
Try this template
HubSpot Asana

When a task is added to a project in Asana, create a deal in HubSpot.

Launch this workflow to connect HubSpot & Asana !
Try this template
See detailed explanation
 Click here for a detailed explanation article >

■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.

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About the Apps
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.
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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.
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HubSpot
HubSpot
×
Asana
Asana
– See what else you can do.
About the apps you use
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
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Add a tag to Shopify customer information when a HubSpot deal is updated to a specified stage
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When a HubSpot deal moves to a specified stage, automatically add a tag to the corresponding Shopify customer. Reduce manual matching and data entry errors, update segments faster, and streamline your marketing.
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No-Code API Actions
Executable API actions
All
HubSpot
Asana
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
    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 a Specific Object's Status Is Updated
    When a Specific Project Is Updated (Webhook)
    When a Comment Is Posted on a Specific Task (Webhook)
Flowbot operations
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    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 (and 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/For Date Values)
    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
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
    Search Custom Object Records (Filter Search)
    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)
    Get Team Member Information
    Get Task Comments
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
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    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 (and 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/For Date Values)
    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
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
    Search Custom Object Records (Filter Search)
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 a Specific Object's Status Is Updated
    When a Specific Project Is Updated (Webhook)
    When a Comment Is Posted on a Specific Task (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)
    Get Team Member Information
    Get Task Comments
Tab 1
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