Guide

How to create a new HubSpot deal when an Asana task is completed

Automate your sales process by generating new HubSpot deals when tasks are completed in Asana. Relay.app simplifies this seamlessly. With our integration, when a task is marked as completed in Asana, Relay.app promptly creates a new deal in HubSpot. Keep your sales pipeline updated and focus on closing deals with Relay.app.
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1

Create your Relay.app playbook

Begin by setting up the steps that coordinate between Asana and HubSpot for your workflow.

First, sign up for Relay.app and go to your dashboard. Click on the "New playbook" button to initiate the playbook creation process.

Give your playbook a unique name like "Sync completed tasks in HubSpot" and select a relevant emoji, such as 📝, to easily identify it.

2

Set the Asana trigger as “Task completed”

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" in your playbook and choose the Asana "Task completed" trigger. This will allow your playbook to automatically detect completed tasks and initiate necessary actions.

If you have not previously connected your Asana account to Relay.app, a prompt will guide you through the connection process.

3

Add the "Create deal" in HubSpot automation

Integrate the HubSpot automation into your playbook to ensure the prompt creation of a new deal for each newly completed Asana task.

Click the "Add step" button, then locate the "Create deal" automation for HubSpot and input the mandatory and relevant details.

If your HubSpot account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your HubSpot account.

4

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new deal in HubSpot. Once turned on, it will respond to completed tasks in Asana by creating a corresponding deal in HubSpot without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

Get started with Relay.app

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