What is Hubspot Automation by Connectin?
- This integration allows you to connect your asana project management software to HubSpot.
- It integrates with Workflow and allows you to create tasks and projects from templates in asana.
- It might take a few seconds to a few minutes to create the project in asana (depending on the number of tasks).
Why Hubspot Automation by Connectin + Asana?
How to use Asana projects and HubSpot workflows:
- Create projects from templates in asana when a HubSpot enrollment trigger is fired (ex. deal closed won).
- Automatically shift due dates and assign tasks to reflect the project date/assignees and take weekends into consideration.
- Update/Delete/Archive a project in asana when a HubSpot enrollment trigger is fired (ex. deal closed lost).
How to use Asana tasks and HubSpot workflows:
- With the HubSpot workflow actions, create tasks in asana and assign them to the right users when an enrollment trigger is fired.
- Update/delete tasks in asana when an enrollment trigger is fired in HubSpot.
How to set up Hubspot Automation by Connectin + Asana
App setup instructions:
- First thing first, you need to: Accept our terms and conditions
- Click on "Connect your HubSpot account", select your account, and click on "Connect app". Fill out the necessary information and click "Continue"
- Click on " Connect your Asana account". Enter your asana credentials and click on allow to continue.
- Configure the app settings: Select your weekend days (Sat, Sun by default) and if you want to shift project/task dates when a new project is created from a template.
- Enter your payment details.
- You are done!
Learn more and get support
To learn more about using the Hubspot Automation by Connectin + Asana integration, visit Connectin Digital.
If you have questions, feedback, or need support, visit the Connectin Digital Support page.
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