Below is a list of properties to create within your Deal or Ticket object in HubSpot so you can eventually enrich them with Arrows plan data!
Note - Arrows plans sync with a Deal OR Ticket - choose whichever object you wish to use for your onboarding or implementation process.
Once you have these properties created, you’ll sync the respective values from Arrows into them so that you can use the values in HubSpot for reporting, automations, and visibility into plan progress.
Creating properties in HubSpot
We recommend creating a property group to help organize the properties you create for easy access.
To get started…
- Open the settings page in HubSpot
- Select Properties under Data Management
- Select the object you will use (Deals or Tickets)
- Select the Groups tab
- Select Create group and create one for “Arrows Properties” (or a name of your choice)
- Click the group you just created and select View properties
From the next screen, press Create property
The table below contains the property name, description, and property format for the 10 properties we recommend starting with.
These will be used in the recommended reports and dashboards linked below.
The prefix “Arrows” will help keep these organized and easy to search for, but feel free to rename them if your CRM nomenclature calls for it.
Arrows plan status
The plan status (active, complete, failed, or archived)
Arrows target date
The target completion date set on the plan
Arrows days to target date
The number of days until the target completion date
Arrows current task name
The current active task on the plan
Arrows current task assignee
The name of the participant responsible for the current task
Arrows days on task
The number of days the current task has been active
Arrows overdue tasks
The total number of tasks with due dates that are past due
Arrows current phase name
The current active phase on the plan
Arrows plan URL
The URL/link for the active plan
Arrows plan summary
A summary of recent activity on your Arrows plan
Arrows task completion percentage
The percentage of completed tasks versus total tasks in a plan
Here is an example of for the setup screen.
When you press Next, you’ll be directed to select the property format.
Additional available Arrows data points
There are ~40 total data points we track for your onboarding plans. You can sync any additional ones you want
Note - you’ll need to create a property in HubSpot for each data point you want to sync.
Click here for a full list of ALL available data points
Setting up the data connections between Arrows + HubSpot
Once you have created the custom properties on the HubSpot side, you’ll create Data connections in Arrows to sync those properties with your plan data.
Click here to access the Data Syncing tab in Arrows
Press Add connection to get started.
Select the connection type based on if you’re using Deals OR Tickets
Note - the below example is using a Deal connection
When creating a new data connection, you’ll want to…
- Name the connection (so you can reference it later)
- Select the plan attribute from the Arrows side
- Select the property from the HubSpot side (the properties you created above!)
- Press Add another field to sync to sync data to all 10 properties you created (and any additional ones you’d like)
- Press Finish setup to start syncing your data