Cut project setup time from 25 minutes to under 2 minutes for every new client, saving 2 hours a week across a 5-person team.
~2 hrs
Saved / wk
Easy
Setup
No AI
AI
When you mark a HubSpot deal as 'Closed Won', Make automatically creates a new Asana project using your standard template, assigns the right team members, and adds the client name and contract value as project fields. Your project team knows about the new engagement before you even finish the call.
~2 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: In Make, set the trigger to HubSpot 'Deal Stage Changed to Closed Won'.
Step 2: Add an Asana action to create a new project from your existing onboarding template.
Step 3: Map HubSpot fields (company name, contract value, close date) to the Asana project custom fields.
Step 4: Add a task to assign the project lead and send a Slack notification to the delivery channel.
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See PlansHubSpot gives your business one place to manage marketing, sales, and customer service — instead of juggling five or six different apps. You get a free CRM (customer relationship manager) that tracks every contact, email, and deal in one view. Over 278,000 companies already use it, from solo founders to mid-size teams. The free plan is genuinely useful. You get contact management, email marketing (up to 2,000 emails per month), live chat, basic bots, forms, and reporting dashboards — no credit card required. When you're ready for more, the Starter plan begins at $9 per month per seat, which adds automation and removes HubSpot branding. Here's the catch: the jump from Starter to Professional is steep. Pro starts at $800 per month plus a mandatory $3,000 onboarding fee. That's a big leap for a small team. But if you're growing fast and need advanced workflows, lead scoring, and social media tools, it can replace three or four separate subscriptions and actually save you money.
Slack replaces your company's internal email with organized group chats called channels. You create a channel for each project, team, or topic — so conversations stay focused and easy to find. Your team can also share files, hop on quick audio calls (called Huddles), and connect with outside partners through Slack Connect. For a small business, Slack keeps everyone on the same page without the clutter of long email threads. Built-in tools like Canvas (shared documents), Lists (simple task tracking), and Workflow Builder (no-code automation) mean you can manage lightweight projects without paying for extra apps. And with 2,600+ integrations, Slack connects to nearly every tool your business already uses. Slack now includes AI features on every plan — even the free one. The AI can summarize channels you missed, draft messages, answer questions about your company's conversations, and recap your day. It's like having an assistant that reads every message so you don't have to.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
Asana is a work management platform for planning, organizing, and tracking projects. It offers list, board, timeline, and calendar views. Used by 85% of Fortune 100 companies, its free and Starter tiers make it accessible to small businesses. Asana connects individual tasks to company goals. The workflow builder automates repetitive processes without code. Asana AI and AI Studio are available on Starter plans and above. With 100+ integrations including Slack, Google Drive, Salesforce, and Microsoft Teams, it fits most tool stacks.
