The Arrows CRM card is available on any deal record in HubSpot and allows you to quickly create a new room when needed.
There is also a workflow action in HubSpot that can help you automate this process so your reps can focus on closing deals, not doing manual work!
Set a workflow trigger
Start by creating a deal-based workflow in HubSpot.
Be sure to give your workflow a name (Sales - create Arrows room) and then add a trigger for when deals get enrolled.
In this example, we are using a filter criteria being met as our initial trigger - and we will pick specific deal stages for our enrollment to start.
Search for workflow trigger criteria
Start by selecting Deal properties…
And then search for and select Deal stage…
Select and save your workflow trigger
In this example, we are wanting to create rooms automatically when our deals hit a certain stage in the process.
For the criteria, we are choosing the deal stage Meeting Scheduled in our sales pipeline.
Select whatever stage or criteria makes sense for YOUR process. Most commonly a room is created once a deal is created or a demo is scheduled - but you can add/adjust these criteria to match your own needs!
You’ll want to…
- select all the appropriate criteria for your flow
- press Save when you are ready to move forward.
Add the Create Arrows room workflow action
Once you save your enrollment criteria, you’ll want to…
- add a new workflow action
- Search for Arrows
- Select the Create Arrows room workflow action
Configure the workflow action
The Create Arrows room workflow action can be configured to your needs. Start by…
- choosing the Arrows room template you wish to use for this deal type
- search for company in the available data section to set the Customer name and Customer website automatically
- Use the token for Company name to set the customer name on your rooms
- Use the token for Company website to set the customer website on your rooms
- press Save to finish
Review and publish your workflow
You can add additional branches or actions as needed if they make sense for your process.
Once you are ready to turn this workflow on, press Review and publish!
The next time a deal in your sales pipeline meets your enrollment criteria, a room will automatically be created and attached to your deal!
Once a room is created, you’ll still need to share it with your clients…