Copy all HubSpot tickets to Asana

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!

‍

Step 1: Pin the playbook and integrate Asana and HubSpot

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. 

‍

Step 2: Run 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.

‍

Step 3: Start saving!

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:

• Customer support teams can use this automation to keep track of all their customer tickets in both HubSpot and Asana, ensuring that their data is always synchronized and up-to-date.

• Sales teams can use this automation to keep track of their leads and opportunities in both HubSpot and Asana, ensuring that their data is always complete and accurate.

• Marketing teams can use this automation to collaborate on campaigns and initiatives by tracking customer feedback and issues in both HubSpot and Asana.

‍

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.
‍

You can also find more about how to automate the lead management process and automate your sales prospecting process.

‍