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Boost Sales with HubSpot & Asana Automation

Automatically create follow-up tasks in Asana when a deal stage changes in HubSpot. Ensure no opportunity is missed with email reminders through Gmail integration, promoting timely sales efforts and closing more deals.

When a Deal Stage Updated
Solution
1. Detect Deal Stage Change

Trigger when a deal stage is updated in HubSpot.

Create a Task
Solution
2. Generate Follow-Up Task

Automatically create a task in Asana for follow-up.

Set Task Deadline
Solution
3. Assign Task Deadline

Assign a deadline for the follow-up task.

Send Email Reminder
Solution
4. Automated Email Reminder

Send reminder email as task deadline approaches.

- Repeat -

Automation Benefits

Benefits of Automating Sales Follow-Ups

Maximize your sales team's efficiency and close more deals with this automation.

Enhanced Productivity

Sales reps can focus on closing deals instead of managing tasks.

Improved Task Management

Organize follow-up tasks efficiently with automated systems.

Timely Follow-Ups

Never miss a follow-up opportunity with timely reminders.

Streamlined Workflow

Integrate tools for a seamless sales process.

Increased Sales Performance

Boost sales metrics by ensuring consistent follow-ups.

Efficient Resource Allocation

Utilize sales team resources effectively with automation.

Features

Key Features of This Automation

This automation seamlessly integrates HubSpot, Asana, and Gmail to enhance sales follow-up efficiency.

  • 1
    Automatic Task Creation

    Create follow-up tasks instantly in Asana when deal stages change.

  • 2
    Deadline Management

    Assign and manage deadlines for each follow-up task.

  • 3
    Email Reminders

    Send automated email reminders for upcoming task deadlines.

Feature

Outcomes

Expected Outcomes from Automation

Achieve better sales performance with streamlined follow-up processes.

95%
Increase in Follow-Up Completion
30%
Boost in Deal Closure Rate
80%
Reduction in Missed Opportunities

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FAQ

Frequently Asked Questions

Find answers to common questions about this sales follow-up automation.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required