Rules integrations for sales and services

Rules and integrations work together to automate routine tasks and establish workflows across your team's favorite tools. This article shows how rules integrations can be an effective solution for sales and services.

See How to create a rule for tips on getting started with rules.

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HubSpot

The HubSpot + Asana integration allows teams to keep track of important context from deals and marketing campaigns across apps. Track campaign performance and collaborate with teams in one location, without having to switch between tools.

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Easily attach details from HubSpot deals directly into an Asana task, to track relevant information like the deal amount and deal owner.

Quickly add your chosen campaign from HubSpot by clicking the HubSpot field from your task view. Attach campaigns relevant to the tasks you're tracking in Asana, so you can view accurate HubSpot campaign statuses and metrics while working on Asana tasks.

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Here’s how to attach a HubSpot deal or marketing campaign to an Asana task:

  1. Click on Install HubSpot for Asana
  2. If you are not already logged into your Asana account, you will be asked to login
  3. Click Connect to HubSpot
  4. Click Sign into your HubSpot account or Create a new HubSpot account if you don’t have one already
  5. Once signed into your HubSpot account, choose the HubSpot account you'd like to connect Asana
  6. Choose Connect app to grant app permissions for HubSpot to access your Asana account
  7. Search for projects to add the HubSpot app to or select Skip for now
  8. You can also now navigate to your Asana account, and find the project where you want to enable the HubSpot widget
  9. Click Customize in the upper right-hand corner
  10. Scroll down to the Apps section, then select +Add app
  11. Select HubSpot
  12. Click Add to project and follow the steps to connect HubSpot to Asana
  13. Navigate to an Asana task
  14. Link a deal or a marketing email to a task by clicking the Add HubSpot deal or marketing email button on the HubSpot field at the top of the task details pane
  15. Insert the URL for your relevant HubSpot deal or email campaign
  16. Attached HubSpot details will appear as a widget in the task pane

Note: This integration is already built into Asana, but you need to sign up for a HubSpot account to get started.

To disconnect HubSpot from Asana:

  1. Navigate to Customize
  2. Click Apps
  3. Select HubSpot and click Remove from project

To disconnect Asana from HubSpot:

  1. In your HubSpot account, navigate to Reporting & Data > Integrations
  2. Click Actions on Asana and click Uninstall
  3. In the dialog box, type “uninstall” in the text field and click Uninstall

Uninstalling Asana, disconnecting the HubSpot widget, or removing a rule does not impact a user's HubSpot accounts or data; Asana does not delete or edit any data in HubSpot.

The HubSpot widget is available on Asana StarterAdvancedEnterprise, and Enterprise+ tiers, as well as legacy tiers Premium, Business, and Legacy Enterprise.

Mailchimp

The Mailchimp + Asana integration allows teams to monitor important campaign details and reporting metrics from Mailchimp in Asana tasks.

For example, teams who plan email campaigns in Asana can also add a Mailchimp campaign widget to a tracking task to monitor campaign performance. You can also use rules to trigger the addition of campaign metrics as a comment on a linked task, so that task collaborators are notified about the campaign's status.

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Steps to configure rules integration

  1. Navigate to the specific Asana project where you’d like to add a rules integration
  2. Click Customize in the top-right corner, navigate to Rules, and select + Add rule
  3. Select Mailchimp from the left column
  4. You can select a preset rule or click Create custom rule
  5. If creating a custom rule, add a name, and choose a trigger and action to get started
  6. Log into Asana, and find the project where you want to enable the Mailchimp widget
  7. Click on Customize in the upper right-hand corner
  8. Scroll down to the Apps section, then select +Add app
  9. Select Mailchimp
  10. Click Add to project and follow the steps to connect Mailchimp to Asana

Here’s how to attach an existing Mailchimp campaign as a widget to an Asana task:

  1. Log into Asana, and find the project where you want to enable the Mailchimp widget
  2. Click on Customize in the upper right-hand corner
  3. Scroll down to the Apps section, then select +Add app
  4. Select Mailchimp
  5. Click Add to project and follow the steps to connect Mailchimp to Asana
  6. Link an existing Mailchimp page to a task by clicking the Add Mailchimp campaign button under the Mailchimp field at the top of the task details pane
  7. Insert the URL for your relevant Mailchimp page
  8. Attached Mailchimp details will appear as a widget in the task pane, including owner, comments, and last modified date

Note: This integration is already built into Asana, but you need to sign up for a Mailchimp account to get started.

The Mailchimp widget is available on Asana StarterAdvancedEnterprise, and Enterprise+ tiers, as well as legacy tiers Premium, Business, and Legacy Enterprise.

Freshdesk

The Freshdesk + Asana integration allows teams to keep track of customer support tickets and their status by connecting apps together. Instead of having to check separate tools for the information needed to resolve customer issues, teams can view accurate Freshdesk ticket details in Asana, while working on related tasks.

For example, teams who have been tracking customer support tickets in Asana can add a Freshdesk ticket to a task, to monitor status, ticket owner, and ticket request date at a glance.

Freshdesk

Here’s how to attach a Freshdesk customer support ticket to an Asana task:

  1. Log into Asana, and find the project where you want to enable the Freshdesk widget
  2. Click on Customize in the upper right-hand corner
  3. Scroll down to the Apps section, then select + Add app
  4. Select Freshdesk
  5. Click Add to project and follow the steps to connect Freshdesk to Asana
  6. Navigate to an Asana task in the project
  7. Link a customer support ticket to a task by clicking the Add Freshdesk ticket button on the Freshdesk field at the top of the task details pane
  8. Insert the URL for the relevant Freshdesk ticket
  9. Attached Freshdesk ticket details will appear as a widget in the task pane

Note: This integration is already built into Asana, but you need to sign up for a Freshdesk account to get started.

 

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