Onboarding plans - setup guides
A set of guides for setting up and using Arrows onboarding plans
17 Articles
Using Arrows with HubSpot
A set of guides for using Arrows and HubSpot
19 Articles
Sales rooms - setup guides
A set of guides for setting up and using Arrows sales rooms
8 Articles
General settings
Getting the basics set up in your Arrows account
2 Articles
Suggested Articles
Using Gates between tasks and phases
A guide for setting up Gates in your onboarding plans to control what tasks and phases a customer can see or access based on conditions of your choice!
Enhance your tasks with interactive task actions!
Arrows task actions are designed to drive action. You can add different action types to your tasks to allow your customers to schedule their next call, upload their documents, watch a video, fill out a form, and much more!
Customize and send plan invite emails from Arrows
A walk-through for how to set up and customize invitation emails for each template you create in Arrows.
How to change the coordinator of an onboarding plan
Learn how to update the onboarding plan coordinator either in Arrows or directly from HubSpot.
Using the task page to manage tasks across plans
Learn how to use the Task page to view, filter, and manage tasks across all your onboarding plans.
HubSpot workflow setup - create Arrows plan
A guide for setting up a HubSpot workflow to create an Arrows plan based on the deal stage a customer is in and a bonus HubSpot task to notify your team a customer is ready to start onboarding
Arrows <> HubSpot Setup Guide
A comprehensive guide to connecting and using Arrows with HubSpot
Creating HubSpot properties for your Arrows plan data
Instructions to set up the data sync between Arrows plans and HubSpot custom properties
Locating and using the Arrows card inside HubSpot
A walk-through for locating, reading, and taking action on your customer-facing plans without having to leave HubSpot
Creating a HubSpot deal pipeline to manage customer onboarding
A walk-through for setting up an onboarding pipeline that can be used to visualize and report on your onboarding program
Creating and sending an Arrows plan manually from HubSpot
A walk-through for creating, editing, and sharing an Arrows plan through the Arrows card inside of HubSpot Deals and Tickets
Sales Room Impact Reports and Dashboard
This article will guide you through setting up 7 recommended HubSpot reports so you can understand the impact of your Arrows Sales Rooms.
A guide to Arrows AI
Arrows AI automates the follow up process for your sales reps! This guide will cover how to set up and use Arrows AI for your sales rooms.
Automatically create Arrows rooms
Using a HubSpot workflow action, you can automatically create and attach Arrows sales rooms to your HubSpot deals.
Create a HubSpot snippet with a link to your room
This guide will cover creating a snippet in HubSpot that automatically links to your sales room. This snippet can be used in follow up emails to share access to your rooms quickly!
Access settings for your rooms
A guide explaining the access settings you can control for how your rooms are allowed to be viewed. Rooms can have open access or password protection.
Building your content block library
A guide to creating content blocks in your block library. These pre-saved blocks can be manually added into rooms and suggested by Arrows AI intelligence when appropriate, saving you and your team countless hours of manual effort.
How to change the owner of a sales room
You can easily reassign a sales room owner manually from within Arrows or directly from HubSpot. Here's how.
Connecting sales rooms to HubSpot deals, tickets, services, and custom objects
Learn how to connect sales rooms to deals, tickets, services, and any custom objects in HubSpot.