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Using Arrows with HubSpot

Using Arrows with HubSpot

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 deal to onboarding deal)

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 templates!

Arrows <> HubSpot Setup Guide

A comprehensive guide to connecting and using Arrows with HubSpot

Which data points are available to sync from Arrows to HubSpot?

Here are the available plan attributes along with a short description and example of what you can expect to be synced into your HubSpot Deal or Ticket property.

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

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. Follow the steps in this article to turn on this setting in Arrows, select your desired notifications, and turn on the notifications in HubSpot.

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.

Automatically move records through HubSpot pipeline stages based on Arrows plan progress

Setup directions and video showing how to use HubSpot workflows to automatically update the pipeline stage for your onboarding record as customers make progress through their plans.

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

⛔️ Uninstalling Arrows from HubSpot

A guide to uninstall the Arrows application from your HubSpot account after you have authenticated the two