Data points available to sync from Arrows to HubSpot (onboarding plans)
Data points can by synced into HubSpot in the form of properties. They live on the object you intend to use for your onboarding process (deals, tickets, service, projects, custom objects)
Click here to select and sync data points.
Once you've selected the data points hit Create & sync HubSpot properties at the bottom of the page. We recommend syncing them all!
This action will create a property group on the object you choose, create the properties with the appropriate property format for the data, and add property descriptions all automatically.
Recommended
Available on Arrows Growth, Business, and Enterprise plans
Plan status: The current status of the plan (ex:
Active)
Plan target date: The target completion set on the plan (ex:
2022-11-03)
Days until target date: The number of days until the target completion date (ex:
16)
Current task name: The current active task on the plan (ex:
Schedule a meeting)
Current task assignee: The name of the person assigned to the current task (ex:
Julia Johnson)Current task due date: The due date of the current task (ex:
2022-11-03)
Days on current task: The number of days the current task has been active (ex:
2)
Overdue tasks: The total number of tasks with due dates that are past due (ex:
1)
Current phase name: The current active phase on the plan (ex:
Getting Started)
Days on current phase: The number of days the current phase has been active (ex:
4)
Task completion percentage: The percentage of completed tasks versus total tasks in the plan (ex:
90%)
Plan URL: The URL for this plan
Plan summary: A summary of recent activity on your Arrows plan
Task completion percentage: The percentage of completed tasks versus total tasks in the plan
Plan name: The name of the Arrows plan
Participant progress blocked: If there are no tasks available for participants to complete
Plan start date: The start date set on the plan (ex:
2022-11-03)Plan finished date: The date when the plan was marked as completed, failed, or archived
Plan Information
Available on Arrows Business and Enterprise plans only
Days since plan started: The number of days since the plan start date (ex:
7)
Elapsed time percentage: The percentage of elapsed time from the plan start date to the target date (ex:
95%)Coordinator name: The name of the assigned coordinator
Coordinator email: The email address of the assigned coordinator
Point person name: The name of the assigned point person
Point person email: The email address of the assigned point person
Template name: The name of the template used to create the plan (ex:
Enterprise Onboarding Plan)Plan Link: a rich-text property with a clickable plan link to be used in email snippets or templates in HubSpot
Number of optional tasks: The total number of optional tasks in the plan (ex:
1)
Number of skipped tasks: The total number of skipped tasks in the plan (ex:
1)Portal URL: The URL of the portal containing this plan
Engagement
Available on Arrows Business and Enterprise plans only
Views by participants: The total number of times participants have viewed the plan
Point person last viewed: The date the point person last viewed the plan
Participant last viewed: The date any participant last viewed the plan
Most recent task completed: The name of the most recently completed task
Most recent task completion date: The most recent date a task was completed
Most recent phase completed: The name of the most recently completed phase
Most recent phase completion date: The most recent date a phase was completed
Task completions by participants: The number of tasks completed by participants
Participant task completion percentage: The percentage of tasks that are assigned to participants that have been completed
Coordinator task completion percentage: The percentage of tasks that are assigned to the coordinator that have been completed
Number of comments: The number of comments across all tasks in the plan
Task Information
Available on Arrows Business and Enterprise plans only
Current task URL: The URL of the current task
Current task description: The description of the current task
Current task assignee email: The email address of the person assigned to the current task
Next coordinator task: The name of the next task assigned to the coordinator
Next coordinator task due date: The due date of the next task assigned to the coordinator
Next unassigned task: The name of the next unassigned task
Next unassigned task due date: The due date of the next unassigned task
Next participant task: The name of the next task assigned to a participant
Next participant task due date: The due date of the next task assigned to a participant
Next participant task assignee name: The name of the assignee of the next task assigned to a participant
Next participant task assignee email: The email of the assignee of the next task assigned to a participant
Most recent comment date: The date of the most recent comment
Most recent comment: The text of the most recent comment
Most recent comment URL: A link to the most recent comment
Most recent form submission timestamp: The submission time of the most recently submitted form
Most recent form submission task name: The name of the task with the most recently submitted form
Most recent form submission task URL: A link to the task with the most recently submitted form
Overdue participant tasks: The total number of participant tasks with due dates that are past due
Most recent file submission timestamp: The date and time of the most recent file submission
Most recent file submission task name: The name of the task that most recently received a file submission
Most recent file submission file name: The file name of the most recent file submission
Most recent file submission task URL: The URL of the task that most recently received a file submission