Automate Asana tasks with Hubspot workflows

Connecting Hubspot with Asana lets you automatically create and manage tasks from your CRM, reducing manual work and keeping sales, marketing, and service teams aligned. This guide explains how to set up the integration, configure workflows, and control which records trigger new tasks.

Prerequisites for the Hubspot and Asana integration

Before you can build workflows that send tasks to Asana, you must connect the two tools and confirm you have the right access.

Required access in Hubspot

To create and manage workflows that send data to Asana, a user needs:

• Access to the workflows tool
• Permission to connect apps and integrations (or help from an admin who can)
• Edit access to the objects used as enrollment triggers (for example, contacts or deals)

Required access in Asana

In Asana, confirm that:

• You can create and edit tasks in the target project
• You can view and select relevant assignees, sections, and custom fields
• The Asana account used for the integration remains active

Connect Asana to Hubspot

The first step is installing the Asana app so your Hubspot workflows can send actions to your project management workspace.

1. Sign in to your CRM account.

2. Navigate to the app marketplace.

3. Search for the Asana integration listing.

4. Select the listing to open its detail page.

5. Click the button to connect the app.

6. Follow the authorization prompts to log in to Asana and approve access.

After you complete these steps, the Asana action becomes available inside the workflow editor in Hubspot, and you can start building automation around your records.

Create a workflow in Hubspot to generate Asana tasks

With the integration installed, you can design a new automation that creates tasks in Asana whenever CRM records meet specific conditions.

Start a new workflow in Hubspot

1. In your account, go to the workflows tool.

2. Click the option to create a new workflow.

3. Select the workflow type, such as:

   • Contact-based
   • Company-based
   • Deal-based
   • Ticket-based

4. Choose the option to start from scratch or from a template, depending on your process.

5. Click to create the workflow and open the visual editor.

Set enrollment triggers in Hubspot

Enrollment triggers define which records send new tasks to Asana. Configure them carefully so only relevant records are included.

1. In the workflow editor, click to set up triggers.

2. Select filters based on properties or events, such as:

   • Lifecycle stage reached
   • Deal stage updated
   • Ticket status changed
   • Form submission captured

3. Add conditions using AND or OR logic to narrow the audience.

4. Save your triggers so the workflow only enrolls matching records.

These enrollment rules ensure that Asana tasks are created only when specific criteria are met, keeping your project boards organized.

Configure the Asana task action in Hubspot

Once enrollment is in place, add an action that uses the Asana integration. This is where you define how each new CRM record becomes a task in your project workspace.

Add the Asana action to the workflow

1. In the workflow editor, click the plus icon where you want the task to be created.

2. In the action library, search for the Asana task option.

3. Select the action to add it to your workflow branch.

Map Hubspot data to the Asana task

Configure the fields so the task in Asana contains meaningful information from your CRM.

• Project: choose the Asana project that will receive new tasks.
• Task name: use static text and personalization tokens, such as the deal name or company name.
• Description: include key properties like owner, amount, or support context.
• Assignee: select a default user or map based on workflow logic.
• Due date: set a relative date from the enrollment moment, such as a number of days after the trigger.
• Section or column: choose where the task should appear in the project board.

By combining records and personalization tokens, Hubspot can pass structured information into each new task so teams in Asana immediately understand the context.

Advanced Hubspot workflow options for Asana tasks

Depending on your process, you can enrich your automation with more workflow features.

Use branches to create different Asana tasks

You can build conditional branches that create different tasks based on properties.

• Route high-value deals to a dedicated project.
• Send specific ticket types to specialized support boards.
• Trigger separate follow-up tasks for new versus existing customers.

This branching logic helps align work between the two platforms and keeps complex processes organized.

Combine delays and additional actions in Hubspot

Delays and extra actions can make your automation more precise.

• Insert a delay before creating a task to wait for additional record updates.
• Use internal notification actions to alert a CRM user that a task has been created in Asana.
• Update record properties after the task action so data remains synchronized.

These features let you fine-tune how quickly tasks appear and how teams are notified.

Test and turn on your Hubspot workflow

Before activating the automation for all records, it is important to test it.

1. Use the workflow test feature to run through the steps with a sample record.

2. Check that the Asana task is created with the expected project, assignee, and properties.

3. Review the task details to confirm all mapped tokens display correctly.

4. Adjust your configuration if any field is missing or inaccurate.

5. When satisfied, switch the workflow from draft to active.

Once active, new records that meet your enrollment conditions will automatically trigger Asana tasks.

Maintain and optimize your Hubspot–Asana automation

After launch, monitor performance and make improvements over time.

• Review task volume in Asana to avoid cluttered boards.
• Update workflow conditions when your sales or support stages change.
• Refine task names and descriptions to improve clarity for assignees.
• Audit user permissions periodically so the integration continues to run smoothly.

Regular maintenance keeps your cross-platform automation reliable as your business grows.

Further resources on Hubspot and Asana workflows

For more detailed configuration notes, refer to the official help documentation on creating Asana tasks with workflows in your CRM. You can open the full article at this support page and follow the platform-specific screenshots and callouts.

If you need strategic help building scalable workflow structures, the team at Consultevo specializes in designing integrated processes between CRM and project management tools.

By connecting your CRM automation with Asana and carefully configuring workflow actions, you can turn sales and service activity into actionable tasks, keep teams synchronized, and reduce manual task creation across your entire organization.

Need Help With Hubspot?

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