If you're a HubSpot and Asana user, you're probably familiar with the hassle of manually generating a list of tasks for a ticket. It can take a lot of time and effort to organize all the information into actionable items.

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But now, you can simplify your workflow with this automation. Powered by OpenAI, it quickly generates a list of action items from a HubSpot ticket and saves them as new tasks in Asana. The best part is, all the relevant details from the ticket - like the stage, pipeline, and priority - are automatically included in the Asana task.

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Let’s set it up!

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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.

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Click on the playbook card, and the setup flow will start. Bardeen will prompt you to specify the Ticket Name, Asana Project and any Assignees.

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Click on “Save Input” and checkmark Asana to save more time in the future. You can always edit Inputs later by hovering over the playbook. 

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Step 2: Run the playbook

Press Option + B on your keyboard to launch Bardeen. Click on the playbook card Run the playbook when you want to generate tasks for a specific HubSpot ticket and assign them to a team member.  

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It will generate a list of tasks from the ticket and create action items as tasks in Asana and include the ticket content, priority, stage and link to the ticket for each generated task.

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You can also edit the playbook and add your next action to further customize the automation.

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Find more HubSpot integrations, Asana integrations, OpenAI integrations or integrate OpenAI with HubSpot and integrate Asana with HubSpot.

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

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