Workflow Template

Use HubSpot to trigger process in Asana

This workflow automates creating Asana tasks from HubSpot events, streamlining project management and customer tracking without manual effort.
Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
When a new Contact is created
When a new Contact is created
Create Asana task
Create Asana task

Workflow Overview

This workflow automates creating Asana tasks from HubSpot events, streamlining project management and customer tracking without manual effort.
  • HubSpot contact creation event trigger
  • Asana task details: name, project, description
  • New Asana task

This workflow automates the process of creating a new Asana task whenever a contact is created in HubSpot.

Upon detecting a new contact creation in HubSpot, the automation triggers the creation of an Asana task. This task is populated with predefined details including the name of the task, the project it belongs to, and a description. This automation is perfect for:

  • Keeping track of new leads or customers by creating follow-up tasks
  • Automating project management workflows triggered by customer interactions
Note: The workflow is highly customizable and can be adjusted to trigger different actions or integrate with other tools like Salesforce, Google Sheets, or Slack as needed.

By streamlining these processes, teams can ensure no lead is overlooked and improve efficiency in project management and customer relationship management.

Step 1: Install the Bardeen App

To start, ensure the Bardeen app is installed on your device.

Step 2: Navigate to the Magic Box

Open the Magic Box in Bardeen and input the following prompt:

Event triggered in HubSpot, Create process in Asana

Step 3: Integrate the Workflow Integrations

Set up integration with both HubSpot and Asana. This is crucial as the workflow relies on these services to function correctly.

Step 4: Run the Workflow

Activate the workflow to automate your process. This workflow:

  • Monitors HubSpot for any event related to contact creation.
  • Upon detecting an event, it will create a new task in Asana, including details such as the task name, project, and description.
The #1 free AI Automation extension for Chrome

How to Automate Task Creation in Asana from HubSpot Events?

Seamlessly Integrate HubSpot and Asana for Efficient Workflow Automation

Integrating HubSpot with Asana can significantly streamline your workflow, ensuring that crucial tasks are automatically created and managed in Asana whenever specific events occur in HubSpot. This automation not only enhances productivity but also ensures that no critical action item falls through the cracks. Whether it's about tracking new leads, managing customer interactions, or automating project management workflows, connecting HubSpot and Asana can be a game-changer for your business operations.

Automate your workflow with Bardeen and experience the seamless integration of HubSpot and Asana, ensuring that your projects and customer management processes are always in sync.

Triggering Asana Tasks from HubSpot Events

HubSpot's robust CRM capabilities, when integrated with Asana's project management tools, allow for the automatic creation of tasks in Asana based on specific events in HubSpot. This could include the creation of a new contact, deal progression, or any custom event that you define within HubSpot. By setting up this integration, you ensure that your team in Asana immediately starts working on tasks triggered by customer actions or updates in HubSpot, thereby creating a cohesive workflow that bridges sales and project management.

Customizing Your HubSpot to Asana Integration

The integration between HubSpot and Asana is highly customizable. You can define specific triggers in HubSpot, such as new contact creation or deal updates, and set corresponding actions in Asana, like creating a new task or updating an existing one. This flexibility allows you to tailor the integration to fit your unique business processes and workflow requirements, ensuring that the automation adds maximum value to your operations.

Setting Up the Integration

To connect HubSpot with Asana, you typically need to use an intermediary automation platform like Bardeen. First, ensure you have accounts on both HubSpot and Asana. Then, using Bardeen, you can create automation that listens for specific events in HubSpot and triggers actions in Asana. This might involve creating a new task in Asana whenever a new deal is added in HubSpot or updating a task when a contact's information changes. The setup process involves selecting the trigger event in HubSpot, defining the action in Asana, and mapping any necessary information between the two platforms to ensure data consistency.

By leveraging Bardeen, you can effortlessly automate the creation of Asana tasks based on HubSpot events, significantly improving your team's efficiency and ensuring that critical tasks are always up-to-date.

Benefits of Automating HubSpot and Asana Integration

Automating the integration between HubSpot and Asana offers numerous benefits. It ensures that your team always has real-time visibility into customer interactions and project tasks, reducing the need to manually update project management tools. This automation saves time, reduces the risk of human error, and ensures that your team can focus on high-value activities instead of administrative tasks. Ultimately, it leads to improved project management efficiency, better customer relationship management, and a more streamlined workflow across your organization.

The #1 free AI Automation extension for Chrome
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use