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Your No-code and AI Automation PartnerBoost 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
1. Detect Deal Stage Change
Trigger when a deal stage is updated in HubSpot.
Create a Task
2. Generate Follow-Up Task
Automatically create a task in Asana for follow-up.
Set Task Deadline
3. Assign Task Deadline
Assign a deadline for the follow-up task.
Send Email Reminder
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.
- 1Automatic Task Creation
Create follow-up tasks instantly in Asana when deal stages change.
- 2Deadline Management
Assign and manage deadlines for each follow-up task.
- 3Email Reminders
Send automated email reminders for upcoming task deadlines.
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's 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 required
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
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.