HubSpot
Asana
Workflow Template

Copy all HubSpot tickets to Asana

This automation will copy all HubSpot tickets to Asana as new tasks.
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Get HubSpot Ticket
Action
Merge text
Action
Create Asana task
Action

How does this automation work?

Bardeen's automation playbook "Copy all HubSpot tickets to Asana" is a significant time-saver for teams using HubSpot and Asana together. It seamlessly transfers all support tickets from HubSpot into Asana as new tasks, ensuring nothing falls through the cracks and that your customer support and product development teams are always in sync. It's perfect for businesses looking to streamline their project and task management to enhance personal productivity, sales prospecting, and product development processes.

Here's how this workflow copies HubSpot tickets to Asana tasks:

  • Step 1: Get HubSpot Tickets - This step involves fetching all the tickets from HubSpot, which is known for its robust CRM capabilities that help businesses close deals and provide remarkable customer experiences.
  • Step 2: Merge Ticket Information - Bardeen then merges the content of the tickets into a single text format, preparing it for the next step in the workflow.
  • Step 3: Create Asana Tasks - Finally, Bardeen creates new tasks in Asana with the ticket information from HubSpot. This step requires specifying the Asana project where the tasks will be added.
Run this Asana automation with Bardeen in minutes.

How to run the workflow

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.

Run this Asana automation with Bardeen in minutes.

Available actions & triggers

Apps:
Copy all HubSpot tickets to Asana
Copy all HubSpot tickets to Asana
Copy all HubSpot tickets to Asana
Types:
Both
Actions
Triggers
Get HubSpot Contact
Get HubSpot Contact
Action
Get HubSpot Ticket
Get HubSpot Ticket
Action
Create HubSpot Company
Create HubSpot Company
Action
Get HubSpot Product
Get HubSpot Product
Action
Delete HubSpot Product
Delete HubSpot Product
Action
When a new Company is created
When a new Company is created
Trigger
Create HubSpot Contact
Create HubSpot Contact
Action
Find Asana tasks
Find Asana tasks
Action
Delete HubSpot Deal
Delete HubSpot Deal
Action
Find Asana projects
Find Asana projects
Action
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FAQs

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