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The All-in-One Pod Starter: Unify Sales & Marketing with HubSpot and Asana

Are your sales and marketing teams operating on different planets? When they work in silos, you get mixed messages, a broken customer journey, and a disastrous handoff process. This misalignment means your marketing air cover doesn't support sales outreach, wasting budget and undermining your entire GTM strategy.

This playbook implements 'The All-in-One Pod Starter,' a streamlined GTM model that unifies your revenue teams. We centralize all pod operations within the HubSpot ecosystem, using Marketing Hub and Sales Hub as a single source of truth for account data and engagement. By defining pods with HubSpot Lists and Custom Properties, we ensure both teams target the same accounts. We then integrate Asana to plan, track, and execute coordinated marketing and sales 'plays,' creating a seamless, accountable, and highly effective revenue engine.

Expected Outcomes

  • Eliminate operational silos between sales and marketing.
  • Establish a single source of truth for all account data and engagement.
  • Create a seamless customer journey with consistent messaging.
  • Drastically improve the marketing-to-sales handoff process.
  • Increase the ROI of marketing campaigns through synchronized sales outreach.
  • Provide clear visibility and accountability for joint GTM 'plays'.

Core Tools in This Stack

HubSpot Sales Hub

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A powerful sales CRM software that helps teams close more deals, deepen relationships, and manage their pipeline more effectively on one easy-to-use platform.

Key Features
  • Advanced CRM
  • Sales Engagement Tools (Sequences, Templates, Tracking)
  • Deal Pipeline Management
  • Sales Analytics and Reporting
  • Conversation Intelligence
  • Sales Automation
  • Quoting & CPQ (Configure, Price, Quote)
  • Forecasting
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Free, Freemium, Subscription

Tier: Mid-range

Ease of Use

Very Easy

HubSpot Marketing Hub

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An all-in-one marketing automation platform to attract visitors, convert leads, and run complete inbound campaigns. It provides tools for email marketing, lead generation, landing pages, analytics, and content management, all integrated with a powerful CRM.

Key Features
  • Marketing Automation Workflows
  • Email Marketing & A/B Testing
  • Lead Generation & Capture Forms
  • Drag-and-Drop Landing Page Builder
  • Social Media Management & Scheduling
  • SEO & Content Strategy Tools
  • Advanced Marketing Analytics & Reporting
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness

Pricing

Model: Freemium, Subscription

Tier: Medium

Ease of Use

Easy

Asana

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A work management platform that helps teams organize, track, and manage their work, from small projects to strategic initiatives.

Key Features
  • Kanban Boards (Board View)
  • Gantt Charts (Timeline View)
  • Task Management with Subtasks and Dependencies
  • Workflow Automation (Rules)
  • Project Portfolios
  • Goal Setting and Tracking
  • Customizable Dashboards and Reporting
  • Team Calendars
  • Forms for standardized work requests
  • Integrations with tools like Slack, Google Drive, and Microsoft Teams
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Free, Subscription, Enterprise

Tier: Starter

Ease of Use

High

The Workflow

graph TD subgraph "The All-in-One Pod Starter" direction LR N0["HubSpot Sales Hub"] N1["HubSpot Marketing Hub"] N2["Asana"] N0 -- "Creates Project from 'Closed Won' Deal" --> N2 N2 -- "Updates Deal property on Project milestone/completion" --> N0 end classDef blue fill:#3498db,stroke:#2980b9,stroke-width:2px,color:#fff; classDef green fill:#2ecc71,stroke:#27ae60,stroke-width:2px,color:#fff; classDef orange fill:#f39c12,stroke:#d35400,stroke-width:2px,color:#fff; class N0 blue; class N1 blue; class N2 blue;

Integration Logic

  • HubSpot Unified Data Sync

    This integration creates a powerful link between sales and project management. When a Deal in HubSpot Sales Hub is moved to a specific stage (e.g., 'Closed Won'), it automatically triggers the creation of a new Project in Asana. The Asana project is created using a predefined template, and key data from the HubSpot Deal and its associated Company/Contacts (like Deal Name, amount, key contacts, and notes) are mapped to the Asana Project's name, description, and custom fields. Optionally, the integration can be configured for a two-way update: when the Asana project reaches a key milestone or is completed, a custom property on the HubSpot Deal is updated, providing the sales and account management teams with real-time visibility into project status.

Get Your GTM Unification Playbook

End costly silos and fix the disastrous handoff process between your sales and marketing teams.