HubSpot Asana Integration: How to Streamline Campaigns

HubSpot is designed to simplify marketing processes, but even with automations in place, there’s still the back-and-forth of briefing teams, managing deadlines, and chasing updates. If you’re using Asana to keep things moving internally, you’re already halfway there, but with HubSpot and Asana integration, you could streamline marketing management even more.

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Connecting HubSpot and Asana allows you to remove a chunk of the manual work that eats into your time, giving you a more joined-up way to plan, deliver, and report on marketing activity.

At MarCloud, we use Asana every day to manage both internal campaigns and client projects. As a HubSpot Solutions Partner, we’ve also helped teams make the most of Marketing Hub by aligning it with their existing project tools. All this to say, we’re qualified to explain why you should integrate HubSpot and Asana, and what that looks like in practice.

Why integrate HubSpot and Asana?

If you’re using both HubSpot and Asana, you might have wondered whether it’s worth the effort to connect them. In our view, yes. And here’s why.

Remove silos between planning & delivery

It’s common for HubSpot activity and internal task management to happen in isolation. For example, you create a new form, campaign, or automation, but the asset creation and similar tasks still need to be manually entered into Asana and assigned to relevant team members.

Integration removes that manual admin and ensures delivery can happen sooner. When something happens in HubSpot, like a campaign being marked as live, it can trigger the automatic creation of a task in Asana. That might be a reminder to check the design assets, to start post-launch monitoring, or to build a follow-up nurture flow. This simple link makes a huge difference to how smoothly (and quickly!) things move from planning to execution.

Free up time by reducing manual admin

Creating tasks in Asana to manage day-to-day work can be repetitive, especially for recurring activities like campaign launches, content uploads, or reporting cycles. The HubSpot Asana integration allows you to automate the creation of these tasks, which saves time and ensures they’re never missed.

Let’s say you publish a new blog post using HubSpot’s CMS. You can automatically trigger an Asana task for someone to update internal content libraries, schedule social posts, or review the blog’s performance after two weeks. These kinds of to-dos are easy to forget when they rely on manual entry.

Improve visibility across teams

When marketing tools are disconnected, it’s harder to keep track of what’s happening. Has the latest email newsletter been signed off? Has a new campaign gone live? Has someone updated the reporting dashboard?

By connecting HubSpot and Asana, you can reflect key marketing activities within your task management system. This gives project teams a clearer view of what’s been done, what’s pending, and where their attention is needed, without digging through email inboxes.

Support clearer, more consistent reporting

When internal processes are properly joined up, your team can spend more time on measuring impact and less on troubleshooting. You can use the integration to create recurring Asana tasks for performance checks, post-campaign reviews, or monthly marketing reports.

Ultimately, the goal is to create more space for meaningful analysis, so when the C-suite asks what marketing has delivered this quarter, you have a clear answer.

Setting up the HubSpot Asana integration

The good news is, you don’t need a developer to get started with the integration. HubSpot’s workflow tool makes it fairly straightforward, and for most teams, that’s enough.

Step-by-step setup

  1. In HubSpot, head to Automation > Workflows.

  2. Create or edit a workflow.

  3. Add an action and select Create Asana Task.

  4. Choose the project, assignee, due date, and any notes.

  5. Set the trigger - this could be a form submission, a deal stage change, or a campaign status.

Once set up, this will create the task automatically every time the trigger is met.

Best practice tips

  • Keep task names consistent. This helps your team recognise which tasks came from HubSpot and what they relate to.

  • Assign tasks at the point of creation. Unassigned tasks tend to get missed.

  • Create a dedicated project in Asana for HubSpot-triggered tasks. It keeps things tidy and easy to manage.

  • Avoid over-automating. Not every action needs to trigger a task. Be deliberate about what’s worth creating.

Of course, if you need more than out-of-the-box integration, you can work with HubSpot integration experts… like MarCloud. We can help you create more sophisticated integrations tailored to your internal processes and needs, so everything runs smoothly.

Practical use cases for marketing teams

Here are a few ways marketing managers use the HubSpot Asana integration to stay organised and keep campaigns moving:

Campaign delivery

When a campaign is set live in HubSpot, trigger a predefined task list in Asana for launch-day checks, asset reviews, and scheduling follow-ups like retargeting or segmentation updates.

Content workflow

Create Asana tasks automatically when a blog post, landing page, or email is created in HubSpot. This could prompt tasks for proofreading, SEO checks, or scheduling in your social media planner.

Event planning

For webinars, roundtables, or other events built in HubSpot, use the integration to trigger internal coordination tasks, setting up slide decks, managing guest lists, and creating post-event follow-ups like surveys or thank-you emails.

Reporting reminders

Automate recurring tasks for pulling HubSpot performance data on a monthly or quarterly basis. This helps ensure you don’t lose track of results in the day-to-day, and supports clearer ROI tracking over time.

Integrating HubSpot and Asana will remove a lot of the small friction points and lost comms that slow you down. It makes it easier to coordinate campaigns, ensure follow-up tasks are done, and track what’s been delivered, all of which supports a stronger case for continued marketing investment.

If you’d like help setting up integration or need support with broader HubSpot workflows and campaign automation, we’re happy to chat. As a HubSpot Solutions Partner with real-world experience using Asana too, we know what it takes to build a marketing engine that runs smoothly behind the scenes. Contact us today.

Tom Ryan headshot

Tom Ryan

Founder & CEO of MarCloud, Tom has been on both sides of the fence, client-side and agency, working with Salesforce platforms for the best part of a decade. He's a Salesforce Marketing Champion and certified consultant who loves to co-host webinars and pen original guides and articles. A regular contributor to online business and marketing publications, he's passionate about marketing automation and, along with the team, is rapidly making MarCloud the go-to place for Marketing Cloud and Salesforce expertise. He unapologetically uses the terms Pardot, Account Engagement and MCAE interchangeably.

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