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. These invitation emails can be configured to be sent automatically when the plan is created or manually as you add participants to plans.
Email templates for introducing customers to Arrows
A few email templates you can use to send your onboarding plan to customers to kick things off.
Arrows <> HubSpot Setup Guide
A comprehensive guide to connecting and using Arrows with HubSpot
Creating HubSpot properties with data from Arrows plan
Instructions to set up the data sync between Arrows plans and HubSpot custom properties
💘 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 and editing an Arrows plan from HubSpot
A walk-through for creating, editing, and sharing an Arrows plan through the Arrows card inside of HubSpot Deals and Tickets
HubSpot workflow setup - create Arrows plan and a HubSpot task
A guide for setting up a HubSpot workflow to create an Arrows plan based on the deal stage a customer is in and then create an HubSpot task to notify your team a customer is ready for follow-up
👀 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