Multiple pieces of software are often necessary to manage various aspects of business operations. HubSpot commonly handles marketing and sales activities. Asana typically manages projects and tracks tasks.

However, working with separates poses several challenges towards your operations, like miscommunication potential and misalignment.

Manual information transfer between platforms is time-consuming and error-prone. This data separation may lead to incomplete customer information and missed opportunities. Constant platform switching can impact team productivity.

Managers often struggle to maintain a clear progress overview across different tools. Multi-platform workflows can cause project delays or missed deadlines.

This might make you wonder: Can you integrate HubSpot and Asana?

In today’s post, we will talk more about the integration between those software. We’ll explore it’s features and integration method. We aim to provide objective information to help you assess if this integration aligns with your business needs.

So, without further ado, let’s get to it.

Does HubSpot have an Asana integration?

Yes, HubSpot and Asana can be integrated.

This integration bridges the gap between customer relationship management and project management.

It allows teams to create and update Asana tasks based on HubSpot activities, aligning sales and marketing efforts with project execution. The integration can streamline workflows, reduce data silos, and provide a more comprehensive view of business operations.

There are two main methods for integrating HubSpot with Asana:

1. Native Integration: This out-of-the-box solution offers pre-built functionality and is generally easier to set up. It’s suitable for businesses whose needs align well with the standard features provided.
2. Custom API Integration: This method involves using the APIs of both platforms to create a tailored integration. It offers more flexibility and customisation but requires technical expertise to implement and maintain.

The choice between these methods depends on your specific business needs, technical resources, and desired level of customisation.

Now let’s get into the details of HubSpot Asana use case and the integration method.

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HubSpot and Asana Integration Key Features: What Can You Do With It?

The HubSpot Asana integration opens up opportunities to streamline workflows between your CRM and project management tools.

This connection enables you to enhance collaboration across teams, reduce time spent on manual data entry, and gain a more comprehensive view of your business operations. Bridging these two platforms allows you to build a more coherent work environment that better integrates sales, marketing, and project execution.

According to Unito, HubSpot and Asana Integration have several use cases, such as:

• Integrated Task Creation
• Data Synchronisation
• Field Mapping
• Status Updates
• Contact and Company Linking
• Document Sharing
• Reporting
• Customisable Triggers and Actions

Let’s explore each of these features in more detail.

1. Task Creation

With the integration, you can automatically create Asana tasks based on specific HubSpot activities.

For instance, when a new lead is generated in HubSpot, it can trigger the creation of a corresponding task in Asana. This automation ensures that important follow-up actions are promptly initiated, maintaining a seamless workflow between your sales and project management processes.

2. Data Synchronisation

Data synchronisation enables updates made on one platform to be reflected on the other.

This two-way sync ensures that information remains consistent across both HubSpot and Asana. It reduces the need for manual data entry and helps maintain data integrity across your CRM and project management tools.

3. Field Mapping

Field mapping allows you to specify which data points should be shared between HubSpot and Asana.

This customisation ensures that relevant information is transferred accurately between the two platforms. You can tailor the integration to align with your specific business processes and data requirements.

4. Status Updates

With this feature, task status changes in Asana can be automatically reflected in HubSpot.

This provides real-time visibility into project progress for your sales and marketing teams without the need to switch between platforms. It helps keep all team members informed about the current state of projects related to specific clients or deals.

5. Contact and Company Linking

This capability allows you to create direct links between Asana tasks and HubSpot contacts or companies.

You can quickly connect project work to particular clients or prospects by making these connections. This function enhances traceability and offers insightful context for both project management and CRM tasks.

6. Document Sharing

The integration facilitates the sharing of relevant documents between HubSpot and Asana.

This ensures that all team members have access to necessary files, regardless of which platform they’re working on. It helps maintain a single source of truth for project-related documents and reduces the risk of working with outdated information.

7. Reporting

Generate comprehensive reports that include data from both HubSpot and Asana. This cross-platform reporting provides a more holistic view of your business operations. It allows you to analyse the relationship between your sales activities and project execution, helping to identify trends, bottlenecks, and opportunities for improvement across your entire workflow.

8. Customisable Triggers and Actions

This feature allows you to set up specific triggers in HubSpot that initiate actions in Asana, and vice versa.

For example, you could configure a trigger that creates a new project in Asana when a deal reaches a certain stage in HubSpot. This level of customisation enables you to automate complex workflows across both platforms, tailoring the integration to your specific business processes.

Integration Methods

There are two main methods for integrating HubSpot with Asana: native integration and custom API integration.

Each method has its own characteristics and considerations.

Let’s examine both to help you understand the options available.

Native Integration

Native integration refers to the built-in connection provided by HubSpot and Asana.

This method is generally easier to set up and requires less technical expertise.

Native integrations often have a guided setup process. This can make it more accessible for team members without extensive technical knowledge.

It also comes with a set of pre-built features. While this limits customisation, it provides a tested connection between the platforms. Also, the native integration is usually maintained accordingly. This can reduce the maintenance requirements for your team.

Here’s the step-by-step guide to set up the native HubSpot-Asana integration according to Asana:

1. Log in to your HubSpot account and navigate to the Marketplace. Search for “Asana” and click on the Asana integration app.
2. Click the “Install app” or “Connect” button, then log in to your Asana account when prompted and authorise the connection.
3. Once redirected back to HubSpot, follow the on-screen prompts to configure basic settings. Select which HubSpot objects (e.g., contacts, deals) you want to sync with Asana.
4. Choose the Asana workspace and projects you want to connect with HubSpot. Set up any default mappings between HubSpot and Asana fields.
5. Review and confirm your settings. Test the integration by creating a sample task or deal to ensure data is flowing correctly between the two platforms.

However, native integrations may not accommodate highly specific or unique workflow requirements.

Native integration can be suitable for businesses whose workflows align well with the pre-built functionality offered.

Custom API Integration

Custom API integration involves using the APIs (application programming interfaces) of both HubSpot and Asana to create a tailored integration.

This method offers more flexibility but also requires more technical resources.

Custom integrations can be designed to meet specific business needs and workflows. This allows for more tailored automations and data flows. As your business evolves, a custom integration can be adapted to meet changing requirements.

Another thing to remember is that custom integrations can potentially connect HubSpot and Asana with other tools in your tech stack.

However, it’s important to remember that developing and maintaining a custom API integration requires significant technical knowledge and resources.

For businesses considering custom integration, working with integration experts can be an option like Nexalab.

Companies specialising in API integrations can create custom solutions tailored to specific business needs. This approach allows businesses to benefit from a custom integration without the need for in-house development resources.

More in Nexalab’s blog: HubSpot & Zendesk Integration, Features, and Integration Method

Conclusion

HubSpot Asana integration is one approach to connecting CRM and project management tools. It offers features like automated task creation, data synchronisation, and cross-platform reporting. The integration can be implemented through native integration or custom API development.

When considering this integration, it’s important to assess how well it aligns with your specific business processes and needs. If you are still not sure about it, you can always consider consulting integration experts like Nexalab.

Nexalabs offers expert custom app integration services. Our tailored solutions ensure that you get the most out of both HubSpot and Asana, helping you streamline your operations and drive growth for managed service providers and businesses with complex needs.

Contact Nexalabs today to learn how we can create a custom solution that meets your unique business needs.