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Arrows <> HubSpot Setup Guide

A comprehensive guide to connecting and using Arrows with HubSpot

Last updated on April 21, 2022

Create, share, and access the data from your Arrows mutual action plans without leaving HubSpot. As customers take action and progress through the plan, data syncs directly back into HubSpot, avoiding data silos and creating customer journey transparency.

 

You can then leverage HubSpot’s automations and workflows to scale your onboarding process, while using HubSpot’s reports to determine the impact. For more details on managing your entire onboarding process without having to leave your CRM, read the article below.

 

What you’ll need:

  • A HubSpot account
  • A free Arrows account
 

Let’s get started!


Installing the HubSpot App

Authenticate Arrows to connect with HubSpot

  1. Log into your Arrows account and select Install HubSpot App
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  1. After you confirm your HubSpot login information, you’ll be able to select the instance you which to connect. Select Choose Account to continue
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  1. Select Connect app to finish authentication!
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  1. You’ll be redirected to the Arrows dashboard when the connection is successfully configured

Actions with Arrows

Create and share Arrows plans inside HubSpot

  1. Open the deal record for your customer and select Create Plan from the Arrows card
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  1. Select the plan type, confirm the plan coordinator (this will be the deal owner), and select Create Plan
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  1. Confirm the plan start and target dates (pre-filled based on your template settings) and select Continue
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  1. Confirm the point of contact you’ll be working with on the customer side (pre-filled based on the HubSpot deal contact) and select Create Plan
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  1. View and make any last-minute edits to the plan before sharing the plan with your customer
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  1. Return to your deal record in HubSpot to access the plan and real-time details on plan progress as your customer takes the required actions
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  1. Finally, update the plan status, add new participants, or delete the plan from within HubSpot
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Update Arrows with Data from HubSpot

This video shows how to update dynamic text fields in your customer facing plans based on data in your Deals or Tickets in Hubspot!

 

It’s easy to update fields in your HubSpot CRM with data from your Arrows plans.

 
  1. Navigate to the Integrations tab in your Arrows account and click Add Connection.
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  1. Choose connection objects: Select Update Arrows Plans with data from HubSpot Deals. Note: You can also follow the same step to connect data from HubSpot Tickets.
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  1. Map the data attributes you would like to sync. When you click on
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  1. If you need to Edit or map additional attributes between HubSpot and your Arrows plans, return to the Integrations tab in Arrows and select Edit Connection.
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  1. Once you have a data connection with HubSpot you can begin using data from Deals or Tickets in your Arrows templates and plans. To get started select the Arrows template you would like to include dynamic data in.
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  1. To see the available dynamic text options - navigate to the template settings page and then the Dynamic Text tab.
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  1. To add dynamic values to the template itself, you can use “liquid” template tags. For example {{ customer.name }}. Additional information on using dynamic text in Arrows plans and templates is available in this article.
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Update HubSpot with Data from Arrows

This video shows the process for updating a property on a deal or ticket in Hubspot with information from an Arrows plan, with further instructions below!

 
  1. From the Settings page in HubSpot and locate the Deals object (or Tickets if you prefer) in the left sidebar menu and then click Manage deal properties.
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  1. Click Create Property
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  1. Select the field type you want use for your new custom property and click Create.
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  1. Navigate to the Integrations tab in your Arrows account and click Add Connection.
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  1. Choose connection objects: Select Update HubSpot Deals with data from Arrows Plans. Note: You can also follow the same step to connect data from HubSpot Tickets.
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  1. Map the data attributes you would like to sync.
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  1. Use your Arrows data in HubSpot. You can now use Arrows plan data in the same way you use other HubSpot attributes. Here are a few examples we recommend exploring.
    1. Show plan attributes in deal pipeline cards
    2. Use plan attributes in automated workflows
    3. Create reports using plan attributes
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  1. If you need to Edit or map additional attributes between your Arrows plans and HubSpot, return to the Integrations tab in Arrows and select Edit Connection.
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For more advanced workflows and onboarding tips using Arrows and HubSpot check out our guide to Onboarding with HubSpot Deal Pipelines or visit our YouTube channel.
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