View HubSpot deals and email campaign information in Asana, by adding deal or email campaign widgets into Asana tasks to streamline updates. Set up rules for deal updates to automatically create and update tasks.
HubSpot is a CRM solution that helps you seamlessly connect your data, teams, and customers on one platform that grows with your business.
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.
Here’s how to attach a HubSpot deal or marketing campaign to an Asana task:
Here’s how to set up the Asana Rules integration with HubSpot:
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.
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
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