HubSpot + Asana
View HubSpot deals and email campaign information in Asana, by adding deal or email campaign widgets into tasks to streamline updates.
What is HubSpot?
HubSpot is a CRM platform that helps you to attract and convert leads, close deals, and connect with customers in one place.
Why HubSpot + Asana?
The HubSpot + Asana integration allows teams to keep track of important context from deals and marketing campaigns across apps. Track campaign performance and collaborate with teams in one place without switching between tools.
Easily attach details from HubSpot deals directly into an Asana task to track relevant information.
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.
Quickly add your chosen deal or email campaign from HubSpot by clicking the HubSpot field from your task view. Attach deal or email campaigns relevant to the tasks you're tracking in Asana, so you can view accurate HubSpot deal info, campaign statuses, and metrics in one central place.
How to connect HubSpot + Asana
Here’s how to attach a HubSpot deal or marketing campaign to an Asana task:
- Log into Asana, and find the project where you want to enable the HubSpot widget
- Click on Customize in the upper right-hand corner
- Scroll down to the Apps section, then select +Add app
- Select HubSpot
- Click Add to project and follow the steps to connect HubSpot to Asana
- Navigate to an Asana task
- 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
- Insert the URL for your relevant HubSpot deal or email campaign
- Attached HubSpot details will appear as a widget in the task pane
Note: This integration is already built into Asana, but you need to sign up for a HubSpot account to get started.
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
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