What This Integration Does
This integration handles the moment a HubSpot deal closes and a delivery project needs to start. When a Deal moves to Closed Won, the integration creates the corresponding Asana project from a template, populates it with the account-specific context, assigns the right owners, and sets due dates based on the contracted timeline. Status updates inside the Asana project write back to the HubSpot Deal so the sales team sees what is happening post-close.
It exists because the sales-to-delivery handoff is where most businesses lose context, drop tasks, and frustrate customers. This integration enforces a clean handoff every time.
The Workflow
When a HubSpot Deal moves to Closed Won, the integration picks up the Deal, reads the relevant properties (contract type, package level, named stakeholders, start date), and creates an Asana project from the matching template — a different template for each package level, each region, or each delivery team. Tasks in the template are personalised with the customer name, stakeholder details, and project-specific dates. The right delivery team owner is assigned based on territory or specialism.
A specific chain: a HubSpot Deal for a £42,000 onboarding closes on a Friday. The integration creates the Asana project from the “Enterprise Onboarding” template, sets the kickoff task due the following Wednesday, assigns the delivery lead based on the deal’s region property, populates the project description with the customer’s contracted scope from a HubSpot custom field, and adds the named stakeholder emails as Asana collaborators. A kickoff meeting task is automatically scheduled, with a calendar event created through a separate Calendly integration. The sales rep sees a “Project Created” note on the HubSpot Deal record with a link to the new Asana project.
Status writes back. When the Asana project’s kickoff task completes, the HubSpot Deal property “Onboarding Status” updates to “Kicked Off.” When the project’s “Go Live” milestone hits, the property updates to “Live.” Sales and customer success see post-close status without leaving HubSpot.
Before and After
Before, a deal closes in HubSpot, the sales rep emails the delivery team, the delivery team creates an Asana project from a template, copies the relevant context from the HubSpot record by hand, and forgets one detail half the time. The handoff takes hours and is unevenly executed.
After, the project exists in Asana the moment the Deal is marked Closed Won, populated correctly with the right owner, the right scope, and the right timeline. The delivery team sees the project in their queue. Sales sees the post-close status without asking.
Who Needs This
B2B businesses with a sales-led motion and a structured onboarding or delivery phase — SaaS, professional services, marketing agencies, consulting firms. The integration becomes essential once the volume of closed deals exceeds what the delivery operations function can manually handle without dropping balls.
How We Build This
We build this against the HubSpot CRM API and the Asana API. HubSpot Workflows or webhook triggers fire on Deal stage change; the integration translates the Deal into a populated Asana project from a configurable template library. See HubSpot API Integration and our Onboarding System page for what this looks like at full system scale.
Get Asana and HubSpot Connected
If your sales team closes deals in HubSpot and your delivery team works in Asana and the handoff is uneven, we can build a custom integration that enforces a clean handoff every time.