In this how-to guide

How to create a new HubSpot deal when an Asana task is completed
1. Set the Asana trigger as “Task completed”
2. Add the "Create deal" in HubSpot automation
3. Activate your Relay.app playbook
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How to create a new HubSpot deal when an Asana task is completed

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

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 “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.

2

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.

3

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.

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