We use HubSpot’s CRM and Marketing Platform for our agency. We currently use the HubSpot CRM to take notes during a meeting/call with a client/prospect and for internal employees/contractors. Within the HubSpot CRM’s contact screens, we have the ability to quickly make a task during one of these meetings. Unfortunately, the current Asana/HubSpot integration doesn’t pull in the tasks.
This would save our team double entry and time while making the workflow awesome!
Hi @Jannica_Morton. Thanks for this feedback! It sounds like you might be able to do something like this using Asana’s API. I suggest you take a look and also feel free to visit the developers category of the Community to bounce ideas around.
@Jannica_Morton thanks for posting! I’m commenting for visibility – Looks like many of us are looking for the same integration! Would be hugely useful to be able to sync Hubspot and Asana tasks!
Hi folks. For anyone looking for basic synchronization of tasks from Hubspot to appear in Asana, please check out our integration: https://office.reddiapps.com/processes/asana/hubspot.aspx. We synchronize all updates from Hubspot into Asana. Once the task is marked as complete in Asana, we also synchronize that status back into Hubspot.
If you have any questions, please feel free to send me a message.
We’ve been using this for at least five months. The basic setup works perfectly. Tasks created in Hubspot appear in Asana in your selected project, and when you complete them in asana, they are completed in Hubspot. If you need anything else, you’ll need to build it yourself.
Yes, this is regarding https://office.reddiapps.com. As I said, it is the most basic workflow:
When a task is created and assigned to you in Hubspot, it get’s created in Asana. When you mark it as done in Asana, it is marked done in Hubspot. If you mark it done in Hubspot, it is marked done in Asana. Those are the 3 cases it supports, but it has worked flawlessly for the last 6 months. If those are what you need, go for it.