Done-for-you automation • No DIY setup

Asana HubSpot Integration

Auto-Create Projects from Deals (No Manual Work)

Automatically create projects, tasks, and timelines in Asana the moment a deal is won in HubSpot. Eliminate manual handoffs, missed tasks, and delivery delays.

1

Deal Won in HubSpot

Mark deal as "Closed Won"

2

Auto-Create Project

Asana project created instantly

3

Team Gets Notified

Tasks assigned, work begins

Try Automation Free (14 Days)

No credit card • Setup in 5 minutes

Looking for a HubSpot to Asana Integration?

If your sales team closes deals in HubSpot and your delivery team works in Asana, you've found the right solution. This is not a DIY connector or a fragile other platform setup. HAX is a done-for-you automation that aligns sales and delivery using a proven workflow — implemented, tested, and customized for your team.

No coding required • Professional setup • Ongoing support

What's Covered in This Demo (2:34)

0:00

The Manual Handoff Problem

How agencies waste 15+ hours/month copying data

0:45

cDoc Solution Overview

One-click setup, no coding required

1:30

HubSpot → Xero Automation

Deal to invoice in seconds

2:00

Xero → Asana Automation

Payment triggers project creation

Why Sales-to-Delivery Breaks Without Automation

Most teams experience the same frustrating problems when transitioning from sales to delivery

Manual Project Creation

Deals are marked Won, but projects must be created manually, causing delays and inconsistencies.

Missed Tasks & Deadlines

Critical tasks, owners, and deadlines are forgotten or inconsistent across projects.

Delayed Handoffs

Delivery teams start late because manual handoffs take days instead of minutes.

No Visibility

Sales has no insight into delivery progress, creating communication gaps and surprises.

Inaccurate CRM Data

CRM deal stages don't reflect reality, making forecasting and reporting unreliable.

Team Frustration

Manual processes create delays, errors, and frustration across sales and delivery teams.

Manual handoffs create delays, errors, and frustration that impact customer satisfaction and revenue.

How HubSpot and Asana Work Together with HAX

HAX connects HubSpot and Asana into one seamless, automated workflow that transforms how your teams operate

Deal Won in HubSpot

Sales marks a deal as closed-won

Project Created in Asana

Structured project is instantly created

Automated Task Assignment

Tasks, assignees, and due dates are automatically applied from your customized templates.

Immediate Work Start

Delivery teams can begin work immediately with all context and requirements ready.

Two-Way Sync

Project progress flows back into HubSpot, keeping everyone informed automatically.

Unified System

Sales and delivery operate as one cohesive system — not separate, disconnected tools.

Transform your sales-to-delivery process from a manual bottleneck to an automated advantage.

What Gets Automated in This Integration

This integration focuses on execution reliability, not just data synchronization

Deal Won → Project Created

Automatically create comprehensive Asana projects when a deal closes in HubSpot, with all relevant details transferred instantly.

Deal Properties → Project Fields

Client details, project scope, timelines, and custom properties stay perfectly consistent between systems.

Task Status → Deal Stage Updates

CRM stages automatically reflect real delivery progress, providing accurate sales forecasting and reporting.

Delivery Progress → CRM Visibility

Sales and leadership see real-time project status without asking, improving communication and client management.

Who This Integration Is Designed For

This solution is purpose-built for businesses where delivery quality directly impacts revenue and retention

Agencies

Managing client projects with multiple deliverables and stakeholders.

Service Businesses

With delivery phases that begin after sales closes the deal.

B2B Teams

Running project-based work with defined processes and milestones.

HubSpot-Centric Companies

Using HubSpot as their CRM core with Asana for project execution.

Is This Right For Your Team?

If you're experiencing delays between sales close and project start, inconsistent project setups, or lack of visibility into delivery status, this integration will transform your operations.

Why Not Just Use Others or Native Integrations?

Generic integrations often fail to deliver the reliability and business logic needed for critical revenue workflows

Generic Integrations

Tool-focused, fragile, and high-maintenance

  • Break when workflows or tools change
  • Only sync data, not business logic
  • Require constant maintenance and monitoring
  • Built tool-by-tool, not flow-by-flow
  • Limited error handling and recovery

HAX Automation

Workflow-focused, robust, and fully managed

  • Built around real revenue workflows
  • Designed for scale and reliability
  • Implemented by automation specialists
  • Maintained as your business evolves
  • Comprehensive monitoring and support
HubSpot Asana Integration FAQs

Frequently Asked Questions

Everything you need to know about automating sales-to-delivery with HubSpot and Asana

What is a HubSpot Asana integration?

A HubSpot Asana integration connects your CRM with Asana so projects, tasks, and timelines are created automatically when deals progress in HubSpot. This eliminates manual handoffs and ensures seamless transition from sales to delivery.

How does the integration work in HAX?

HAX automates the entire sales-to-delivery flow. When a deal reaches a defined stage in HubSpot, a complete project is automatically created in Asana using your templates, owners, and timelines.

End-to-end automation: Deal → Project → Tasks → Completion → Reporting

Can HubSpot create Asana projects automatically?

Yes, absolutely. With HAX, HubSpot automatically creates Asana projects, tasks, subtasks, and deadlines the moment a deal is won or accepted.

  • Complete project structure from templates
  • Automatic task assignments
  • Timeline and deadline setup

Does Asana progress update HubSpot?

Yes, in real-time. Task or project status changes in Asana automatically update deal stages or custom properties in HubSpot.

Asana: Task Completed HubSpot: Deal Stage Updated

What stages can be automated?

All stages are customizable based on your workflow. Common automated stages include:

Deal Won
→ Create Project
Task In Progress
→ Deal Active
Project Completed
→ Close Deal
Milestone Reached
→ Update Stage

Is this a native HubSpot integration?

No. This is a custom, done-for-you automation, not a generic native integration or plugin. It's designed specifically to match how your delivery team actually works.

Native integrations are limited; HAX provides complete workflow automation.

Is Other Third Party required?

No. HAX uses secure API-based automation and does not rely on fragile Other Third Party workflows unless explicitly requested.

Secure API
Direct Integration

Who is this integration best for?

This integration is ideal for:

Service businesses
Digital agencies
B2B teams delivering projects
Companies using Asana for client work

Can I use existing Asana templates?

Yes. HAX creates projects directly from your existing Asana templates, including tasks, sections, assignees, and due dates.

Your team's existing workflow structure is preserved and automated.

Does this include invoicing automation?

Invoicing automation is handled separately through Xero as part of the full HubSpot Asana Xero Automations system.

Learn about complete revenue automation

How long does setup take?

Most HAX integrations are implemented within 7–14 days, depending on workflow complexity and approvals.

Discovery & Analysis 2-3 days
Development & Testing 5-7 days
Deployment & Training 2-4 days

Can this scale as my team grows?

Yes. HAX is built to scale with increasing deal volume, team size, and delivery complexity.

10x
Deal Volume
50+
Team Members
Complex
Workflows

Get Your HubSpot Asana Integration Live

Stop relying on manual handoffs between sales and delivery. Transform your process with a seamless, automated workflow that works at scale.

Try running the automations

See how HubSpot and Asana can work together — automatically, reliably, and at scale.

No Credit Card required
Custom workflow review
No-obligation pricing
HAX/HMX Revenue Flow Automation

Seamless integration for service businesses and B2B teams

Part of our complete revenue automation suite

Explore HubSpot Asana complete automation

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