When a HubSpot deal is won, creates the customer's onboarding project in Asana with dated tasks and tells the team in Slack.

RGRicky Grannis-Vu · 1 workflow · Updated Nov 13, 2026

UsesAsanaHubSpotSlack

Start onboarding when a deal is won

HubSpotHubSpotWhen a deal reaches Closed won. Save it as deal.When a deal reaches Closed won. Save it as deal.
HubSpotCustomer contact on the dealGet who deal is for. Save it as contact.HubSpot
AsanaOnboarding project for the customerCreate project 'Onboarding: deal.dealname'. Save it as onboarding_project.Customer contact: contact.first_name contact.last_name (contact.email)Asana
AsanaTask: kickoff callCreate task 'Kickoff call'. Save it as kickoff_task. Due in working days: 2Asana
AsanaTask: send the contractCreate task 'Send contract'. Save it as contract_task. Due in working days: 5Asana
AsanaTask: set up the accountCreate task 'Set up account'. Save it as setup_task. Due in working days: 10Asana
SlackTell the team in SlackSend message to channel. Save it as announced.:tada: deal.dealname closed for deal.amount_display, won by deal.owner_name. Onboarding project: onboarding_project.permalink_urlSlack