Saving 50 hours/month on manual data transactions with a custom HubSpot-Asana integration

Automating data flow between HubSpot and Asana using the Tray.io platform. We eliminated manual data copying and reduced the number of errors in campaigns.

HubSpot-Asana Integration - Hero picture

In numbers

50

Hours/month saved on manual data transactions

50

Automated API calls made daily

7

Fewer errors/quarter in Asana-HubSpot transactions

About the client

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Fitness

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Custom HubSpot-Asana integration

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HubSpot, Asana, Tray.io

The creator of a popular social app for tracking physical exercise with over 100 million users across 195 countries. The team consists of 400+ people globally, with headquarters located in San Francisco.

Hubspot

The challenge

The campaign management team solely used Asana, while data about products, deals, and challenges was stored in HubSpot with no direct link between them. This disconnection forced sales reps to manually create tasks and copy data. It led to errors, made it difficult to assign products to challenges, and prevented tracking deal progress on both platforms simultaneously.

MHPI

Our role & approach

We integrated HubSpot with Asana, using the Tray.io (IPaaS) platform as a bridge. We configured a two-way data flow that automatically generates tasks and sub-tasks in Asana based on deal stages in HubSpot. This ensures all modification updates are immediately synchronized across both systems.

Three areas we focused on

Automatic task creation

Sales reps no longer have to manually copy data from HubSpot to create tasks and sub-tasks in Asana. Tray.io does it for them.

Case study dataII

Undisturbed data flow

HubSpot and Asana properties are checked and translated to correspond and keep the database unified.

Easy data verification

The integration automatically matches products with challenges, speeding up the camping launch.

Deliverables & Recommendations

A clear overview of what we did to help drive stronger performance. Each deliverable is designed to support a more effective digital presence, improve the customer journey, and create a scalable foundation for continued growth.

New Asana tasks with sub-tasks
Asana sub-tasks during the challenge
Asana updates
HubSpot updates

Conclusion

The client's sales teams can now easily collaborate using shared HubSpot and Asana data. We eliminated the hassle of manual data copying and task creation, which translated to saving 50 hours per month and a noticeable drop in campaign errors.

“This project challenged us to create a workflow to automatically manage task and sub-task data between HubSpot and Asana. Custom code within Operations Hub was off the table since they needed a code-free, intuitive solution. We opted for an IPaaS tool to bridge the two platforms, as our client was already familiar with such solutions.”

Stanisław Bartczak, Principal Solutions Architect

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