How to Build and Automate Your Sales Pipeline in Asana

[@nocodeau-v6p]

This is right on time as I am exploring CRM options for a small insurance / mortgage broker business

[@MarquisMurray]

Perfect. Let me know if this solution could work for you.

[@joshuacarmichael6703]

Hello Marquis, quick question. How do you either rename or remove default columns like Assignee or Due Date?

[@MarquisMurray]

Hi Joshua, you’re not able to rename these default fields, but you can choose to hide these fields from the list or board views. Hope that helps.

[@leonardogomezoficial]

Marquis, your videos are great, I learn a lot about Asana. But one thing that caught my attention was that you used Hubspot to connect to N8N. I also use both tools, and I need to do some automation. When the lead is updated to a certain column, a task appears in Hubspot and Asana. How did you manage to make Hubspot trigger authentication work on the N8N?

[@MarquisMurray]

Hi Leandro, that’s a great question that I wish I could answer for you. One of our engineers made that connection through creating a HubSpot Developer account. That’s as much as I know. I can get back to you though.

[@nmurithi]

Hello murray,this was very informative, thank you.. how can someone create a conglomeration of small project proposals and be able to give them rules in asana,?

[@MarquisMurray]

What do you mean by project proposals?

[@nmurithi]

I have projects that have very small scopes and i can't do them independently ,was thinking of a way to structure them with certain rules, i.e description, duration and etc. under one segment.@@MarquisMurray

[@tasbihamin8061]

So informative! Thank you for sharing this!

[@MarquisMurray]

Glad you found it helpful!