HubSpot + Asana

What is HubSpot?

HubSpot is a CRM solution that helps you seamlessly connect your data, teams, and customers on one platform that grows with your business.

Why HubSpot + Asana?

The HubSpot + Asana integration allows teams to keep track of important context from deals and marketing campaigns across both apps. Instead of having to check separate tools for the information needed to complete work, teams using this integration can view HubSpot campaign statuses and metrics while working on tasks in Asana. They can also automatically create and update Asana tasks from HubSpot using Asana’s rules automation capabilities.

With Asana rules, teams can automatically create Asana tasks or comments when changes happen in a HubSpot deal.

For example, when a deal is created in a particular HubSpot pipeline, this integration allows for an Asana task to be automatically created so that work related to new opportunities can be tracked in Asana.

If a deal has progressed to a new stage, users can also configure this integration so that an Asana task will be automatically created and assigned to a team member in Asana. Other configurations include automatically adding comments to an Asana task when an associated deal amount changes in HubSpot.

Teams planning email campaigns in Asana can also add a HubSpot marketing campaign widget to an Asana task to track and monitor campaign metrics.

For example, if a deal has progressed to a new stage in HubSpot, teams using Asana to coordinate next steps can see important information such as deal amount and deal owner in Asana.

Teams can quickly add their chosen deal or email campaign from HubSpot by clicking the HubSpot field from the task view. Attach deal or email campaigns relevant to the tasks you're tracking in Asana so you can view HubSpot deal information, campaign statuses, and metrics in one central place.

All of this helps reduce the time spent switching between tools and creates real-time visibility between teams.

How to connect HubSpot + Asana

Here’s how to attach a HubSpot deal or marketing campaign to an Asana task:

1. Click on Install HubSpot for Asana
2. If you are not already logged into your Asana account, you will be asked to login
3. Click Connect to HubSpot
4. Click Sign into your HubSpot account or Create a new HubSpot account if you don’t have one already
5. Once signed into your HubSpot account, choose the HubSpot account you'd like to connect Asana
6. Choose Connect app to grant app permissions for HubSpot to access your Asana account
7. Search for projects to add the HubSpot app to or select Skip for now
8. You can also now navigate to your Asana account, and find the project where you want to enable the HubSpot widget
9. Click on Customize in the upper right-hand corner
10. Scroll down to the Apps section, then select +Add app
11. Select HubSpot
12. Click Add to project and follow the steps to connect HubSpot to Asana
13. Navigate to an Asana task
14. Link a deal or a marketing email to a task by clicking the Add HubSpot deal or marketing email button on the HubSpot field at the top of the task details pane
15. Insert the URL for your relevant HubSpot deal or email campaign
16. Attached HubSpot details will appear as a widget in the task pane

Here’s how to set up the Asana Rules integration with HubSpot:

1. Navigate to the specific Asana project where you’d like to add the integration
2. Click Customize in the top-right corner, navigate to Rules, and select + Add rule
3. Select HubSpot from the left column
4. Either select a preset rule or click Create custom rule
5. If creating a custom rule, add a name, and choose a trigger and action to get started
6. Authenticate by clicking Connect to HubSpot, and follow the steps

Note: This integration is built by Asana and ready to install, but you will need to sign up for a HubSpot account and authenticate this integration in order to use these capabilities.

Learn more and get support

To learn more about using the HubSpot + Asana integration, visit the Asana Guide

If you have questions, feedback, or need support, visit the Asana Support team

Looking for other HubSpot + Asana solutions? Check out HubSpot's partner-built integration here: HubSpot Workflows + Asana

Collaborate effortlessly with Asana

From the small stuff to the big picture, Asana organizes work so teams know what to do, why it matters, and how to get it done. It’s free to get started, simple to use, and powerful enough to run your entire business. Learn more about Asana today.