HubSpot Asana Integration: 2 Easy Methods

on Activate, Data Driven Strategies, Data Integration, Hevo Activate • March 26th, 2021 • Write for Hevo

HubSpot Asana Integration- Featured Image

HubSpot Asana integration is the combination of 2 tools – HubSpot & Asana through which businesses can gain more power. Most businesses are using online platforms to reach out to their customers since the internet is a great tool for sales and marketing.

There are many platforms on the internet that companies can use to create landing pages, email sequences, and blogs. Businesses also need tools that can make it easy for them to interact with their leads and customers. When running digital marketing campaigns, businesses need a way of tracking the performance of the campaigns. Most business tasks require a joint effort rather than an individual effort. Hence, a way through which business teams can collaborate on projects is important. The above tasks can be achieved using two tools, HubSpot and Asana.

In this article, we will discuss the setting up of HubSpot Asana integration.

Pre-requisites

To set up HubSpot Asana Integration, you require these before starting off:

  • HubSpot Account 
  • Asana Account

Table of Contents

What is HubSpot?

HubSpot Logo: HubSpot Asana Integration
Image Source: Wikimedia Commons

Hubspot is a platform that businesses use to interact with their customers, leads, and evangelists. It has many tools that can be used by businesses for sales, marketing, and services. These tools can also assist businesses in hosting their websites and landing pages, creating email sequences and blogs, and managing their interactions with customers and leads. HubSpot can also be used by businesses for analyzing the success of their marketing campaigns and for tracking the behavior of their users. For further details on inbound marketing methods and best practices, visit Inbound Marketing using HubSpot Marketing: 3 Easy Steps.

Why Should Businesses Use HubSpot?

  • Businesses can use the drag and drop functionality of HubSpot to create their websites, which would save them from recruiting a designer or IT support team to look after the creating & functioning of their websites
  • HubSpot’s website builder helps enterprises in personalizing content for every web visitor and in publishing mobile-friendly content. 
  • HubSpot helps enterprises in enhancing organic search results by providing a tool for discovering, tracking, and organizing keywords
  • Clicks, impressions, and ROI (Return On Investment) for the enterprises from the digital ad campaigns can be measured using HubSpot 
  • Email marketing campaigns can be created and personalized using HubSpot and their performances can also be tracked using HubSpot Email Reports
  • The data generated while using HubSpot is a rich source of information, that businesses can use for decision-making

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Method 1: Integrating HubSpot Asana Using HubSpot Workflows

Using HubSpot Workflows to set up the HubSpot Asana integration is one such way. This method requires the user to set up an automation workflow in HubSpot and create triggers to set up the data flow. You can then choose an application of your choice, such as Asana, to leverage your workflow trigger and transfer data to HubSpot.

Method 2: HubSpot Asana Integration Using Hevo Activate

Hevo Activate provides a hassle-free solution and helps you directly transfer data from Asana to HubSpot without any intervention in an effortless manner free of cost. Hevo Activate is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Hevo’s pre-built integration with Asana (among 100+ Sources) is free of cost and will take full charge of the data transfer process, allowing you to focus on key business activities. It helps transfer data from HubSpot to a destination of your choice for free.

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What is Asana?

Asana Project Management: HubSpot Asana Integration
Image Source: Wikimedia Commons

Collaborating on projects is not easy, whether the projects are small or large. Teams find collaborating on projects to be inefficient and complex. Asana is a task collaboration tool that makes this easier. It is a cloud-based task management tool that helps businesses collaborate, communicate, manage, and organize their projects and tasks. Asana is a good tool for handling many projects and it is suitable for use by companies of all sizes.

It was founded in 2008 by Facebook co-founder Dustin Moskovitz, and Justin Rosenstein, a software engineer, after they saw the need to coordinate teams inside the operations of social networks. They later realized that the tool could benefit many other companies apart from the tech companies. To learn more about Asana’s features, please have a look at Asana for personal use.

Why Should Businesses Use Asana?

  • Asana makes the tracking of work activities simpler and reduces the need for emails and meetings
  • Asana provides a platform where teams from different professions can join hands and collaborate in one space
  • It is a flexible tool, allowing the enterprises to choose the way they want to use it, whether as a checklist, Kanban-style board, or a Gantt chart
  • Asana can be used to manage the day-to-day tasks and to closely monitor the progress of the entire project

Methods to Set Up HubSpot Asana Integration

Integrating HubSpot and Asana will help your teams to collaborate on projects with ease. 

Method 1: Integrating HubSpot Asana Using HubSpot Workflows

Steps for HubSpot Asana Integration are given below:

Step 1: Log into your HubSpot account. 

Step 2: Click the “Automation” drop-down button, and choose “Workflows”. 

HubSpot-workflows: HubSpot Asana Integration
Image Source: Self

Step 3: You will be taken to a page with the list of workflows that you’ve created in your HubSpot account. You will also have the option of creating a new workflow. Open the workflow that you need to connect to Asana, or create a new workflow that will be connected to Asana. 

Step 4: Click the “+” button shown in the middle of the screen. 

connect hubspot workflow to Asana: HubSpot Asana Integration
Image Source: Self

Step 5: The “Choose an action” window will pop up from the right side of the screen. 

Click the “Connect an app” tab to open it. 

HubSpot Asana integration: Connect app
Image Source: Self

Step 6: You will be presented with a list of apps that you can connect to, including Asana. Scroll up and down to see the list of apps, then choose “Asana”. 

List of apps - choose Asana: HubSpot Asana Integration
Image Source: Self

Step 7: A new window will pop up notifying you about what will happen after the connection. Also, you must ensure that you’re already signed into your Asana account. Click the “Connect” button to connect to Asana. 

HubSpot Asana integration: Connect to Asana
Image Source: Self

Step 8: You will be prompted to grant HubSpot Workflow Extension access to your Asana account. You will also be presented with information showing what it means for you to allow this connection. Click “Allow”. 

Grant HubSpot Workflow Extension access to Asana: HubSpot Asana Integration
Image Source: Self

Congratulations!

You will now have successfully completed the HubSpot Asana integration. You can now use your HubSpot customer data to create a number of automated processes. 

Limitations in HubSpot Asana Integration

The challenges faced during HubSpot Asana integration include:

  1. The process of integrating HubSpot & Asana account is lengthy and complex, hence, it might be challenging to users who are not well-versed in using any of the tools.
  2. There is no way to transfer real-time data between the two platforms

Method 2: HubSpot Asana Integration Using Hevo Activate

Hevo Logo: HubSpot Asana Integration

Hevo Activate helps you directly transfer data from Asana, Redshift, Snowflake, and various other sources to CRMs such as HubSpot, various SaaS applications, data warehouses, and a lot more, in a completely hassle-free & automated manner. Hevo Activate is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. It helps transfer data from HubSpot to a destination of your choice for free. Its fault-tolerant architecture ensures that the data is handled in a secure, consistent manner with zero data loss.

Hevo Activate takes care of all your data preprocessing needs and lets you focus on key business activities and draw a much powerful insight on how to generate more leads, retain customers, and take your business to new heights of profitability. It provides a consistent & reliable solution to manage data in real-time and always have analysis-ready data in your desired destination. 

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Check out what makes Hevo Activate amazing:

  • Real-time Data Transfer: Hevo Activate with its strong Integration with 100+ sources, allows you to transfer data quickly & efficiently. This ensures efficient utilization of bandwidth on both ends.
  • Data Transformation: It provides a simple interface to perfect, modify, and enrich the data you want to transfer. 
  • Secure: Hevo Activate has a fault-tolerant architecture that ensures that the data is handled in a secure, consistent manner with zero data loss.
  • Tremendous Connector Availability: Hevo Activate houses a large variety of connectors and lets you bring in data from numerous Marketing & SaaS applications, databases, etc. such as Airflow, HubSpot, Marketo, MongoDB, Oracle, Salesforce, Redshift, etc. in an integrated and analysis-ready form.
  • Simplicity: Using Hevo Activate is easy and intuitive, ensuring that your data is exported in just a few clicks. 
  • Completely Managed Platform: Hevo Activate is fully managed. You need not invest time and effort to maintain or monitor the infrastructure involved in executing codes.
  • Live Support: The Hevo Activate team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.

Conclusion

One of the limitations of HubSpot Asana integration is the transfer of real-time data between the two platforms. But, Hevo Activate, provides you with a consistent and reliable solution to managing data in real-time. Hevo Activate can be used to extract and integrate data from Redshift, Snowflake, and even SaaS applications like Asana and load it to HubSpot in real-time.

Visit our Website to Explore Hevo

Hevo helps you directly transfer data from a source of your choice to a data warehouse or any SaaS application, CRMs, etc. in a fully automated and secure manner without having to write the code repeatedly. It will make your life easier and make data migration hassle-free. It helps transfer data from HubSpot to a destination of your choice for free. It is user-friendly, reliable, and secure. Check out the pricing details here. Try Hevo by signing up for a 14-day free trial and see the difference!

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Share your experience of performing HubSpot Asana integration in the comments below.

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