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Using Arrows with HubSpot

Using Arrows with HubSpot

Arrows <> HubSpot Setup Guide

A comprehensive guide to connecting and using Arrows with HubSpot

🔗 Editing a data connection

A walk-through for editing an existing connection between Arrows and HubSpot

💘 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 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

🔄 What data can I sync into HubSpot from Arrows plans?

A list of available plan attributes that can be synced to properties inside of your HubSpot Deal or Ticket objects

🏗 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

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

⛔️ Uninstalling Arrows from HubSpot

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

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