Use case· 4 steps

How do I automatically create an Asana onboarding project from a closed deal?

When a HubSpot deal hits "Closed Won" stage, auto-create an Asana project from your onboarding template with the customer name, kickoff tasks, and the CSM assigned.

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How it works

Set up "New HubSpot deal becomes an Asana onboarding project" in 4 steps

1
Deal trigger
HubSpot Deal Updated where dealstage = 'Closed Won'.
2
Create Asana project
Duplicate onboarding template, name it after the customer.
3
Assign CSM
Look up deal owner email → Asana user → assign all template tasks.
4
Slack handoff
Post in #cs-handoff: 'New project for [customer], assigned to [CSM].'

FAQ

Common questions about this recipe

Can the template differ by deal size?

Yes — Switch on Amount. Enterprise = heavier template (legal review, security questionnaire); SMB = lightweight.