Using Arrows with HubSpot
Task completion actions
When a task is marked as complete in an Arrows plan, the Completion actions feature allows you to set a HubSpot date property with a timestamp, update...
Access the Arrows CRM cards
Directions for displaying Arrows CRM cards in HubSpot The Arrows CRM card in HubSpot is your control center to create onboarding plans or sales rooms!...
Syncing Arrows forms directly to HubSpot properties
A guide for syncing your Arrows forms to HubSpot properties so that form answers get passed directly to the HubSpot object the plan is tied associated...
Set up Pipeline automations in Arrows
A guide for setting up Arrows pipeline automations to move your onboarding records through HubSpot pipelines automatically as your plan participants m...
Automatically include tasks and phases in your plans
With Dynamic branching, you can include or exclude the tasks and phases in your onboarding plans so that each customer sees only the steps they need w...
HubSpot workflow setup - create Arrows plan
When you make changes or additions to your templates, you can choose to publish those changes to active plans that were already created from those tem...
Automatically transfer an Arrows plan between HubSpot objects
This is a setup guide for using the Transfer Arrows Plan workflow action in HubSpot to transfer an Arrows plan from one record to another (ex. sales d...
(OUTDATED) Arrows <> HubSpot Setup Guide
A comprehensive guide to connecting and using Arrows with HubSpot As customers take action and progress through the plan, data syncs directly back int...
Creating HubSpot properties for your Arrows plan data
Instructions to set up the data sync between Arrows plans and HubSpot custom properties In order to get the most out of Arrows, you’ll want to sync yo...
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 You will be able to access the A...
Arrows plan updates in HubSpot activity Timeline
You can send and engaged with plan notifications directly into HubSpot activity Timeline on the Deal or Ticket that the plan is associated with. Follo...
Autocomplete Arrows tasks based on conditions in HubSpot
A walk-through for configuring tasks to automatically be marked as done based on conditions in a HubSpot property. You can set tasks to automatically ...
Uninstalling Arrows from HubSpot
A guide to uninstall the Arrows application from your HubSpot account after you have authenticated the two The following steps will walk you through u...
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 Deal and Ticket pipelines in ...
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 When you’re ready to crea...
Publish template changes to existing plans
When you make changes or additions to your templates, you can choose to publish those changes to active plans that were already created from those tem...
Using Dynamic Text Tags to Create Variable Links
Make links and buttons in your Arrows tasks automatically pull unique IDs and parameters from your CRM, eliminating manual updates for each customer. ...