Mathias Saint-Jean, Revenue Operations Leader at Unito, demonstrates his workflow to sync HubSpot deals to Asana with Unito.
I spearhead Revenue Operations processes and best practices at Unito. That means overseeing the revenue department’s tool stack and improving collaboration between marketing, sales, customer success, and product. This is done by finding the right mix between data, process and tool usage.
This article covers one of those goals: reducing manual interactions when our sales reps are working on deals in Hubspot. Larger deals require the intervention of our business operations teams for drafting up NDAs or satisfying legal or procurement requests.
Since these deal can be completely blocked until these tasks are done, streamlining this process is incredibly valuable.
The business operations team lives in Asana and the sales team uses HubSpot. So I needed a way to bring both tools together with Unito.
The revenue operations team’s tool stack
Our sales team uses Hubspot to manage deal activity, interact with prospects and turn them into customers.
Asana is used by the business ops for the majority of their day-to-day activities. For this workflow, that includes fulfilling legal, procurement, and security requests from high-value prospects.
Unito enables sales reps to accelerate a deal’s movement through the pipeline. They can close bigger deals without having to switch between Hubspot and Asana (through our integration) whenever they need help from biz ops.
Before getting rev ops onto Unito
Time lost switching tools
Imagine a sales rep finishing a phone conversation with an executive from a large company. The client just asked for a specific security document. On top of logging conversation notes in Hubspot for visibility, the rep will have to switch to Asana to assign the request to biz ops. That takes up time that could be spent on additional prospecting, jumping on the next call, or closing a deal.
Lack of visibility on work
Larger deals frequently involve specific requests, like NDAs, legal documents, or security verifications. Without Unito, our sales team had to log a new task in Asana for each of these requests. They had no visibility on any of the work happening in Asana, forcing them to regularly switch from HubSpot to stay looped in.
Different workflows per tool
A day in the life of a sales rep can be something of a rollercoaster. They spend their time speaking with multiple clients with multiple needs, across multiple channels. HubSpot is built with this in mind. Asana is project-based, and the work is rigorously digested into subtasks with rigid milestones. Having to constantly between these tools and their fundamentally different approach to work creates a lot of mental fatigue.
How automation changed the game for Unito’s rev ops team
No need to switch tools
Thanks to Unito, collaboration across sales and business operations only requires some time upfront to build a smart workflow. After that, there’s no need to switch tools, copy and paste information between tools, or do any other manual work. When reps need support from business operations, they just have to fill in some information at the deal level. Then, a corresponding request will be automatically created in Asana. That request will be sent to the right project and section in Asana and assigned to the appropriate person. When the business operations work is done, the Asana task is set to “completed,” and sales is instantly notified in HubSpot. No need to check in across tools and no time wasted waiting on updates.
Everyone’s work is visible
Sales reps don’t have to work in the dark anymore. Requests sent to the business operations team are logged in Hubspot and Asana simultaneously and automatically updated in both tools. That means a rep can add clarifications in HubSpot, and that information will be sent to Asana in real-time. Likewise, Asana users can ask questions and communicate progress without leaving their tool. That gives the sales team the ability to move a deal to the next stage without having to check Asana.
A single collaborative environment
With Unito, no team has to use tools they don’t want to use. That means completely avoiding the learning curve that comes with a new tool, no context switching, and fewer licenses. Now both teams can collaborate efficiently without leaving the tool they love. That gives them more time to make the most out of their dedicated tool.
Ready to try it yourself?
Follow our walkthrough to see how you can sync your own HubSpot deals to Asana tasks.
The workflow in action
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