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Give each new HubSpot contact's owner a follow-up task
Creates an Asana task for the contact's owner to follow up within 2 working days and tells sales in Slack.
On new contact in HubSpot3 apps3 steps
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1HubSpotNew contact triggerStarts when a contact is created in HubSpot.
- 2AsanaCreate taskCreates the follow-up task for the contact's owner, due in 2 working days.
- 3SlackSend messageTells your sales channel about the new contact.
How it works
What happens on each run, in plain English.
A new contact should never wait for someone to notice them. When a contact is created in HubSpot, this gives the contact's owner a follow-up task in Asana, due in 2 working days, and tells your sales channel in Slack.
The owner is looked up in HubSpot and given the task by email address, so their HubSpot and Asana emails need to match.
hubspotasanaslackfollow up
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