Automatically create projects, tasks, and timelines in Asana the moment a deal is won in HubSpot. Eliminate manual handoffs, missed tasks, and delivery delays.
Mark deal as "Closed Won"
Asana project created instantly
Tasks assigned, work begins
No credit card • Setup in 5 minutes
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.
How agencies waste 15+ hours/month copying data
One-click setup, no coding required
Deal to invoice in seconds
Payment triggers project creation
Most teams experience the same frustrating problems when transitioning from sales to delivery
Deals are marked Won, but projects must be created manually, causing delays and inconsistencies.
Critical tasks, owners, and deadlines are forgotten or inconsistent across projects.
Delivery teams start late because manual handoffs take days instead of minutes.
Sales has no insight into delivery progress, creating communication gaps and surprises.
CRM deal stages don't reflect reality, making forecasting and reporting unreliable.
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.
HAX connects HubSpot and Asana into one seamless, automated workflow that transforms how your teams operate
Sales marks a deal as closed-won
Structured project is instantly created
Tasks, assignees, and due dates are automatically applied from your customized templates.
Delivery teams can begin work immediately with all context and requirements ready.
Project progress flows back into HubSpot, keeping everyone informed automatically.
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.
This integration focuses on execution reliability, not just data synchronization
Automatically create comprehensive Asana projects when a deal closes in HubSpot, with all relevant details transferred instantly.
Client details, project scope, timelines, and custom properties stay perfectly consistent between systems.
CRM stages automatically reflect real delivery progress, providing accurate sales forecasting and reporting.
Sales and leadership see real-time project status without asking, improving communication and client management.
This solution is purpose-built for businesses where delivery quality directly impacts revenue and retention
Managing client projects with multiple deliverables and stakeholders.
With delivery phases that begin after sales closes the deal.
Running project-based work with defined processes and milestones.
Using HubSpot as their CRM core with Asana for project execution.
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.
Generic integrations often fail to deliver the reliability and business logic needed for critical revenue workflows
Tool-focused, fragile, and high-maintenance
Workflow-focused, robust, and fully managed
Everything you need to know about automating sales-to-delivery with HubSpot and Asana
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.
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.
Yes, absolutely. With HAX, HubSpot automatically creates Asana projects, tasks, subtasks, and deadlines the moment a deal is won or accepted.
Yes, in real-time. Task or project status changes in Asana automatically update deal stages or custom properties in HubSpot.
All stages are customizable based on your workflow. Common automated stages include:
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.
No. HAX uses secure API-based automation and does not rely on fragile Other Third Party workflows unless explicitly requested.
This integration is ideal for:
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.
Invoicing automation is handled separately through Xero as part of the full HubSpot Asana Xero Automations system.
Learn about complete revenue automationMost HAX integrations are implemented within 7–14 days, depending on workflow complexity and approvals.
Yes. HAX is built to scale with increasing deal volume, team size, and delivery complexity.
Stop relying on manual handoffs between sales and delivery. Transform your process with a seamless, automated workflow that works at scale.
See how HubSpot and Asana can work together — automatically, reliably, and at scale.
Seamless integration for service businesses and B2B teams
Part of our complete revenue automation suite
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