Investown

Connecting HubSpot CRM and Asana for Internal Approvals

Investown is a platform that facilitates investments in real estate loans through crowdfunding. It connects investors with real estate projects and manages the process from project selection to its financing.

HubSpot

The Challenge

Sales and marketing at Investown worked in HubSpot CRM, while the legal and risk assessment teams handled internal evaluations in Asana. At a certain stage of the sales process, a deal needed to be handed over for risk evaluation, which meant manually creating a task in Asana, adding information to it from HubSpot, and then manually passing the evaluation result between the teams. Pre-built integration apps did not cover this scenario. 

 Project goals:

  • Automate the handover of a deal from HubSpot to Asana. 
  • Transfer all key information to Asana without manual copying. 
  • Return the risk evaluation result back to HubSpot. 
  • Ensure two-way synchronization of updates between the deal and the task. 
ChatGPT Image 13. 7. 2025 16_19_33 1-2

The Solution

  • 1. Process Audit and Bottleneck Identification

    With the client, we mapped the entire process of handing over a deal for internal assessment. We highlighted critical points where rapid data synchronization is needed, as well as parts of the process that relied on manual work.

  • 2. Target Process Design and Automation Definition

    We designed how the process should work in a fully automated form and established rules for handing the deal over for risk assessment, including what data should be transferred and when it should be updated. 

  • 3. Delivery of the MVP Integration (HubSpot → Asana)

     We prepared a basic version of the solution on the Make platform: when a deal moved to a stage requiring assessment, a task was automatically created in Asana, and the necessary information from HubSpot was copied into it. 

  • 4. Two-Way Synchronization and Returning the Result to HubSpot

    We added logic so that after the risk evaluation, the information was sent back to HubSpot, and the deal automatically moved to the corresponding stage.

    At the same time, we set up two-way updates of key fields between the deal and the task whenever a change occurred.

  • 5. Production Testing and Gradual Integration Expansion

    After deploying to production, we continuously tested and fine-tuned the solution to exactly match the client's expectations. Subsequently, we expanded the integration according to further needs, including connecting to file documents and tracking spreadsheets for automatic entry of key data.

The Result

Investown now has fully automated deal handovers and data synchronization between HubSpot and Asana.
Website grader

Dozens of hours saved per week

Sales automation

Elimination of manual steps

Customer support automation

Fewer inquiries about deal status

Growth hacking

Lower error rate thanks to automation

Conclusion

At FORECOM, our experience shows that companies often combine multiple tools for different parts of a process—for example, a CRM for sales and a separate system for internal approvals.

For Investown, based on this premise, we designed and delivered a custom integration that connected HubSpot and Asana and added connections to other internal resources. Thanks to this, handing over deals for assessment can now take place consistently and automatically, with clear continuity between individual steps.
Contact Us More Case Studies

Get in touch

Do you like our approach and want to grow with us?
We'd love to discuss it with you.