1.Captures new task comments
Integrate Asana and task workflows to pull comment text and context to log clean activity into your deal notes.
Add task comments as deal notes in CRM
Automatically monitor new task comments across Asana and route them to HubSpot. Create and update deal notes plus nightly logs when comment IDs appear, deal references match, or mentions get sanitized β so you can capture engagement without manual note-taking.
How this automation adds deal notes to your CRM
When new task comments appear in Asana, engagement context can get lost in scattered updates. This automation pulls the comment, finds the related deal, transforms the text, creates a HubSpot note, and logs it for nightly reportingβso your team can capture activity without manual follow-up.
Asanaor swap with your favorite app
2.Finds parent task and deal
Integrate Asana and lookup tools to find the parent task and map fields to surface a related deal reference.
3.Sanitizes and cleans comment text
Integrate Formatter by Zapier and text transformation tools to sanitize mentions and remove task links to produce cleaned comment text.
Formatter by Zapieror swap with your favorite app
4.Creates a deal note engagement
Integrate HubSpot and CRM engagement logging to create an engagement note on the deal and associate contacts when available.
HubSpotor swap with your favorite app
5.Appends a nightly log record
Integrate Zapier Tables and reporting tables to append a log row with timestamp and excerpts to support nightly reporting.
Zapier Tablesor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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