In this how-to guide

How to automatically create HubSpot deals each time a project is added to Asana
1. Set the Asana trigger as “New project added”
2. Add the “Create deal" step in HubSpot
3. Activate your playbook
Learn more about integrating with HubSpot and Asana
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How to automatically create HubSpot deals each time a project is added to Asana

How to automatically create HubSpot deals 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.

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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 “Create deal" step in HubSpot

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

Click the "Add step" button, locate the "Create deal" 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 deals each time a 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.

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