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.
In Make, set the trigger to HubSpot 'Deal Stage Changed to Closed Won'.
Add an Asana action to create a new project from your existing onboarding template.
Map HubSpot fields (company name, contract value, close date) to the Asana project custom fields.
Add a task to assign the project lead and send a Slack notification to the delivery channel.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSet up each new client project in a fraction of the time, so your whole team spends less time on admin and more time on real work.
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