Productivity Tools

SHeinert
Mitglied

New Hubspot Task to Asana

lösung

Hi, 

 

we work with both Hubspot and Asana. We would like that when a task is created in Hubspot, it comes into Asana. Including the assigned employee. The trigger could be: "Activity assigned to" and then as activity type "Task" - however, I haven't found a way to pass the task name or description into Asana via a workflow. Has anyone tried this successfully before?

0 Upvotes
1 Akzeptierte Lösung
HubDoPete
Lösung
Ratgeber/-in | Gold Partner
Ratgeber/-in | Gold Partner

New Hubspot Task to Asana

lösung

Hi again SHeinert - yes sure thing.

 

Triggering on (and creating) these types of HubSpot timeline activities, which include Notes, Tasks, Emails, Meetings and Calls) are called "HubSpot Engagements" in Zapier. 

 

So you trigger on HubSpot: New Engagement, where type = Task.

 

Fortunately, this trigger is built to detect tasks on any object, but if you don't want every HubSpot Task to go through the Zap, set a Zapier filter as the next action so that only certain tasks are allowed through.

 

Like many Zapier triggers, it periodically polls the HubSpot API to see if there are new tasks. So it might take a few minutes before the Zap detects a new task and then executes.

 

To take it next level, and amaze geeks at parties 🙂 if you want the Zap to be instant, create a HubSpot App in a HubSpot Developer account, paired with a Zapier Custom Integration to handle the Oauth 2 to connect the App to your portal.  The HubSpot App can be armed to detect new tasks in your portal and then instantly trigger a webhook to your Zap, which instantly runs. If you haven't been through that before, it's not as hard as it sounds and can all be done without coding but don't tell that to the geeks. Just shout if you want a hand.

 

Enjoy!

cheers

Pete.

 

Lösung in ursprünglichem Beitrag anzeigen

6 Antworten
HubDoPete
Ratgeber/-in | Gold Partner
Ratgeber/-in | Gold Partner

New Hubspot Task to Asana

lösung

Hi @SHeinert 

 

It sounds like your contact/company/deal-based workflows enroll the HubSpot contact/company or deal object correctly when a task is assigned, but the HubSpot object in the workflow is not the task itself so you are unable to access the HubSpot task details to add to the Asana task.

 

You might get a bit further by trying the 3rd party Asana connector by ConnectIn, because you can see on the app listing that it shares HubSpot Task data with Asana. 

 

Alternatively you may need to use an iPaaS solution like Zapier to create your own custom "Task-based Workflow". Zapier can use HubSpot Engagement with type=Task as the trigger. Which then gives you the data you need to create the task in Asana.

 

Ideally, it would all be done in HubSpot workflows but this sounds like one of those corner cases to solve with a no-code/low-code app.

cheers

Pete

SHeinert
Mitglied

New Hubspot Task to Asana

lösung

@HubDoPete hi,

 

thanks for your message.

 

Yes the problem is exactly that in the hubspot workflow described i can't access the information out of a task even the trigger works.

 

We use as well Zapier so this could work for us. But i can't find a trigger in Zapier which starts whenever a new task is created. Any chance that you can give me the event name for the trigger in Zapier i need to use?

 

Thanks a lot.

0 Upvotes
HubDoPete
Lösung
Ratgeber/-in | Gold Partner
Ratgeber/-in | Gold Partner

New Hubspot Task to Asana

lösung

Hi again SHeinert - yes sure thing.

 

Triggering on (and creating) these types of HubSpot timeline activities, which include Notes, Tasks, Emails, Meetings and Calls) are called "HubSpot Engagements" in Zapier. 

 

So you trigger on HubSpot: New Engagement, where type = Task.

 

Fortunately, this trigger is built to detect tasks on any object, but if you don't want every HubSpot Task to go through the Zap, set a Zapier filter as the next action so that only certain tasks are allowed through.

 

Like many Zapier triggers, it periodically polls the HubSpot API to see if there are new tasks. So it might take a few minutes before the Zap detects a new task and then executes.

 

To take it next level, and amaze geeks at parties 🙂 if you want the Zap to be instant, create a HubSpot App in a HubSpot Developer account, paired with a Zapier Custom Integration to handle the Oauth 2 to connect the App to your portal.  The HubSpot App can be armed to detect new tasks in your portal and then instantly trigger a webhook to your Zap, which instantly runs. If you haven't been through that before, it's not as hard as it sounds and can all be done without coding but don't tell that to the geeks. Just shout if you want a hand.

 

Enjoy!

cheers

Pete.

 

SHeinert
Mitglied

New Hubspot Task to Asana

lösung

Hi Pete,

 

thanks for your help. This works exactly how we want it. The instant solution sounds like fun but is not really necessary at this point. 😀

HubDoPete
Ratgeber/-in | Gold Partner
Ratgeber/-in | Gold Partner

New Hubspot Task to Asana

lösung

Great! thanks for confirming @SHeinert 

I'm glad to hear that Zapier HubSpot Engagement trigger will work for your Zap between HubSpot and Asana tasks.

cheers

Pete

0 Upvotes
TitiCuisset
Community-Manager/-in
Community-Manager/-in

New Hubspot Task to Asana

lösung

Hi @SHeinert 

 

Thank you for reaching out.

 

I want to tag some of our experts here - @jolle @Phil_Vallender @HubDoPete @Bryantworks do you have any suggestions or advice for @SHeinert on this? 

 

Thank you!

Best

Tiphaine


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