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

• An Arrows account

Let’s get started!

Installing the HubSpot App

Log into your Arrows account and select Install HubSpot App

After you confirm your HubSpot login information, you’ll be able to select the instance you which to connect. Select Choose Account to continue

Select Connect app to finish authentication!

You’ll be redirected to the Arrows dashboard when the connection is successfully configured.

Create and share Arrows plans inside HubSpot

Open the deal record for your customer and select Create plan from the Arrows card

Update the customer name if needed, select the template you’d like to use, choose to add associated contacts as participants, and select Create plan

Return to your deal or ticket record in HubSpot to access the plan and real-time details on plan progress as your customer takes the required actions

Finally, you can update the plan status, add new participants, or delete the plan from within HubSpot

Update Arrows plans with data from HubSpot

It’s easy to add dynamic text fields in your customer facing plans based on data in your Deals or Tickets in HubSpot!

Within your Arrows template, click on Settings

Next, click on Attributes to find a full list of the available attributes you can reference in your plans and templates

To add an attribute to your template, click on the copy icon next to the attribute you’d like to add, and paste it into a text field in your template

Update HubSpot with data from Arrows

In order to get the most out of Arrows, you’ll want to sync your Arrows plan data into HubSpot custom properties. You can then use these properties to enrich your HubSpot pipelines, give your internal teams visibility into Arrows plan progress, and power your HubSpot workflows and custom reports.

In your Arrows account, click on the HubSpot tab and then click on Synced Data Points

Click the Configure button for whichever object type you’ll be using with your Arrows plans

Arrows plans sync to deals or tickets in HubSpot. In this example, we’ll use tickets.

Select the properties you’d like to sync to HubSpot

We recommend starting with a few you know you’ll need like Plan status, Current task name, and Plan URL - you can always come back to this page to add more properties again in the future!

Note: this will create new custom properties in your HubSpot account.

You can now use Arrows plan data in the same way you’d use other HubSpot properties. Here are a few examples we recommend exploring.