In this how-to guide

How to automatically create HubSpot contacts each time a project is added to Asana
1. Set the Asana trigger as “New project added”
2. Add the “Get or create contact" step in HubSpot
3. Activate your playbook
Learn more about integrating with HubSpot and Asana
Related blog posts
More how-to guides featuring HubSpot and Asana

Integrationsarrow_forwardAsana Integrationsarrow_forwardAsana + HubSpot Integrationsarrow_forward

How to automatically create HubSpot contacts each time a project is added to Asana

How to automatically create HubSpot contacts each time a project is added to Asana

Relay.app is an automation tool that lets you automate actions across HubSpot, Asana, and many other apps.

Try it in Relay.app

1

Set the Asana trigger as “New project added”

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

In this case, add the Asana trigger to initiate your playbook's actions every time a new project is added. Click "Add trigger" in your playbook and choose "New project added" from the dropdown menu under Asana. This will allow your playbook to automatically identify newly added projects and trigger necessary actions.

If you still need to connect your Asana account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Get or create contact" step in HubSpot

Integrate the HubSpot automation into your playbook to ensure the prompt creation of HubSpot contacts each time a new project is added to Asana.

Click the "Add step" button, then locate the "Get or create contact" automation for HubSpot and input the mandatory and relevant details.

If your HubSpot account still needs to be 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.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create HubSpot contacts each time a new project is added to Asana without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

Learn more about

See all appsarrow_forward

See all blog posts ➔

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

Automation Ideas

10 great Asana automations to simplify task tracking

Unlock the full potential of Asana with Relay.app, seamlessly integrating and automating your project management workflows.

Jacob Bank

More how-to guides featuring HubSpot and Asana

See all how-to guides ➔

Create a new task in Asana from new HubSpot form submissions

Looking to streamline your task management between HubSpot and Asana? This guide provides the perfect solution. When new form submissions come in through HubSpot, the Relay.app automatically generates corresponding tasks in Asana. It's a seamless way to ensure that leads and tasks are efficiently ma

Create a new HubSpot contact when an Asana task is completed

Looking to streamline your contact management between Asana and HubSpot? This guide has you covered. When you complete a task in Asana, Relay.app automatically creates a new contact in HubSpot. It's a seamless way to ensure that your contacts are always up-to-date and aligned with your task completi

Automatically create a new deal in HubSpot for a newly added task in Asana

Automate deal creation in HubSpot for each new task added in Asana through seamless integration with Relay.app. This integration streamlines deal management by facilitating data transfer between Asana and HubSpot. Upon adding a new task in Asana, Relay.app triggers the automatic creation of correspo

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 clos

Automatically create notes in HubSpot each time a project is added to Asana

Are you tired of juggling multiple platforms to manage your projects and customer follow-ups? Do you spend endless hours on manual data entry and delay customer responses? It's time to break free from these mundane tasks and revolutionize your workflow with Relay.app - the ultimate solution for seaml

Automatically create HubSpot form responses each time a project is added to Asana

Are you tired of the manual process of creating HubSpot form responses every time a new project is added in Asana? Do you find manually inputting project details into HubSpot forms frustrating, risking data discrepancies and wasting valuable time? Well, worry no more because Relay.app is here to revo

Automatically create notes in HubSpot every time a task is completed in Asana

Are you tired of juggling between Asana and HubSpot and constantly battling with manual data entry? Relay.app is here to rescue! With Relay.app, you can now automate the creation of notes in HubSpot as soon as tasks are completed in Asana: no more scattered task management and disjointed information

Automatically create a form response in HubSpot every time a task is completed in Asana

Are you tired of manually transferring task completion data from Asana to HubSpot forms? Do you want to streamline workflows and ensure seamless connectivity between task management and CRM platforms? Relay.app can automate the process by creating a form response in HubSpot whenever a task is complet

Automatically create HubSpot tickets every time a task is completed in Asana

Are you tired of the manual process of creating tickets in HubSpot for completed tasks in Asana? Do you feel like you're constantly juggling tasks and struggling to align your project management and customer support systems? It's a common challenge many teams face, but don't worry – Relay.app is here

Automatically create companies in HubSpot each time a project is added to Asana

With today's fast-paced business landscape, efficient management of projects and company information is vital for success. However, the manual process of creating companies in HubSpot whenever a new project is added in Asana can be time-consuming and prone to errors. And let's face it, who has the ti

Automatically update tickets in HubSpot every time a task is completed in Asana

Are you tired of constantly switching between Asana and HubSpot and updating tickets manually every time a task is completed? It can be frustrating, right? But here's a solution that can make your life easier. Relay.app is a transformative solution that can revolutionize the way you manage your tasks

Create a new task in Asana from new HubSpot messages

Looking to integrate your messaging workflow between HubSpot and Asana? This guide offers a straightforward solution. Whenever you receive a new message in HubSpot, the Relay.app automatically creates a corresponding task in Asana. It's a seamless way to ensure that communication leads directly to a

Automatically create a HubSpot company every time a task is completed in Asana

Are you tired of spending hours updating company records in HubSpot every time you complete a task in Asana? Say hello to your new best friend: Relay.app! This handy tool automates data entry, saves precious time, and ensures seamless integration between Asana tasks and HubSpot company records. With

Automatically create HubSpot deals each time a project is added to Asana

Are you tired of the time-consuming and frustrating manual data entry, leading to discrepancies and hindering the workflow alignment between your project management and sales teams? You don't have to put up with it anymore! Relay.app empowers you to streamline your processes and elevate your project

What will you automate?

Sign up and get started with your first Relay.app workflow today.

Try Relay.app for free

Background image

Background image