Start onboarding when a deal is won
When a HubSpot deal is won, creates the customer's onboarding project in Asana with dated tasks and tells the team in Slack.
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.
- 1HubSpotDeal stage reached triggerStarts when a deal enters the Closed won stage.
- 2HubSpotGet deal contactsFinds the customer contact on the deal.
- 3AsanaCreate projectMakes a project for the customer.
- 4AsanaCreate taskAdds the dated onboarding tasks to that project, assigned to the deal owner.
- 5SlackSend messageAnnounces the win with a link to the project.
How it works
What happens on each run, in plain English.
Winning a deal is when things are most likely to slip: nobody is sure who sets the customer up or by when. When a HubSpot deal reaches Closed won, this creates an Asana project named after the deal, with the customer's contact in its description and three tasks for the deal owner: a kickoff call due in 2 working days, the contract in 5 and account setup in 10.
The sales channel in Slack then hears about the win, with the amount and a link to the project.
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