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Create a task in Asana when a new contact is added in HubSpot

When a new contact is added in HubSpot, create a task in Asana.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
1
Accounts
2
Starts
A new contact is added in HubSpot, within 5 minutes

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A new contact is added
A contact created in HubSpot (a form, an import, by hand), checked every 5 minutes. The token needs crm.objects.contacts.read.
Create a task
A task in a project.
  1. Starts whenA new contact is added
  2. App stepNamed after the contact’s first name

What each client fills in

Asana: Project ID
For example the number in the project’s URL

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • In the client’s HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.

  • app.asana.com/0/my-apps → Create new token (signed in to the client’s Asana).

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s HubSpot, for “A new contact is added”
  2. Connect the client’s Asana, for “Create a task”
  3. Fill in Asana: Project ID (For example the number in the project’s URL)

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