Bridge the gap between sales and delivery. Automatically create projects, assign tasks, and notify your team when deals close.
AI Powered Project Handoff
Trigger workflows when a Deal enters "Closed Won" or a specific pipeline stage. Capture all deal details, notes, and contacts.
Automatically create a new Project or Task. Assign it to the right team member, set due dates, and attach relevant files.
Stop copy-pasting deal details. Follow these 4 simple steps to automate your onboarding.
Link your HubSpot portal and Asana workspace securely.
Choose the HubSpot event (e.g. "Deal Stage changes to Closed Won") that starts the flow.
Map Deal Name to Task Name, Amount to Custom Field, and Close Date to Due Date.
Activate the agent. Every new customer automatically gets an onboarding project created.
Automatically create tasks and projects when deals close.
When a Deal stage changes to "Closed Won" in HubSpot, create a new Project in Asana named "Onboarding - [Deal Name]". Add a task "Kickoff Call" due in 3 days, and assign it to the user who owns the Deal in HubSpot.
Prompt copied to clipboard! You can now paste it into your AI workflow.
Eliminate the "Did you see that new deal?" emails. Start work the moment the contract is signed.
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