Using Arrows with HubSpot

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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 the value of select properties, or create a HubSpot task!

Data points available to sync from Arrows to HubSpot (onboarding plans)

Here are the available data points that can by synced into HubSpot in the form of properties (deal, ticket, or custom object).

Data points available to sync from Arrows to HubSpot (sales rooms)

Here are the available data points that can by synced into HubSpot in the form of properties (deal object only) for activity in your Arrows sales rooms

Access the Arrows CRM card

Directions for accessing (or updating) the Arrows CRM card

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 with.

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 without your teams spending manual time updating each plan

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 make their way through their plan!

HubSpot workflow setup - create Arrows plan

A guide for setting up a HubSpot workflow to create an Arrows plan based on the deal stage a customer is in and a bonus HubSpot task to notify your team a customer is ready to start onboarding

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!

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)

Arrows <> HubSpot Setup Guide

A comprehensive guide to connecting and using Arrows with HubSpot

Creating HubSpot properties for your Arrows plan data

Instructions to set up the data sync between Arrows plans and HubSpot custom properties

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

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.