Are you tired of manually copying your HubSpot tickets to Asana every time you need to update your records? This process can be time-consuming, error-prone, and frustrating. With our automation, you can streamline this process and ensure that your data is always up-to-date.
Our automation involves copying all your HubSpot tickets to Asana. This simple yet effective workflow can save you time and effort, while also improving the accuracy and completeness of your data.
You can use it to follow up on urgent tickets or track your team’s ticket completions in Asana.
Let's set it up!
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Asana and HubSpot.
Click on the playbook card, and the setup flow will start. Bardeen will prompt you to optionally choose an Asana project and assignees.
Click on “Save Input” and checkmark Asana. You can edit Inputs later by hovering over the playbook.
Press Option + B on your keyboard to launch Bardeen. Click on the playbook card and run the playbook. It will find all of your HubSpot tickets and create Asana tasks for each one. The playbook will also include information like pipeline, stage, priority and the link to the ticket in HubSpot.
To automate the process of copying all your HubSpot tickets to Asana, simply run the playbook in Bardeen. You can launch Bardeen by pressing Option + B on a Mac or Alt + B on a Windows machine on your keyboard. This will save you the hassle of manually copying the tickets every time, allowing you to focus on more important tasks.
Some use-cases for this automation include:
Overall, this automation can help businesses of all sizes and industries streamline their workflow, save time and resources, and improve the accuracy and completeness of their data. With this automation, you can focus on providing excellent customer service, closing deals, or launching successful marketing campaigns, while leaving the tedious data entry to the machines.
Find more Asana integrations, HubSpot integrations, HubSpot and Asana integration or edit the playbook to suit your own workflow.
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!